Ideas & perspectives
Accounting, tax and business perspectives
from Sheldon & Xu CPA.
1–10 of 161 articles
Explore how technology could help your business serve more customers, control operating costs and assess opportunities for process improvement and incorporation.
Read articleA recent article highlights CoastFI as the point when existing investments may be enough to fund retirement without further contributions. We examine the concept, test its assumptions, and consider what it means for Canadians and business owners.
Prepare for year-end with a clear package of bookkeeping records, supporting documents and outstanding questions. This practical checklist helps business owners organize the information their accountant needs.
Prepare for the September 2 announcement using actions tied to evidence.
Identify decisions with long lead times before the year-end rush.
Use information available by August to refresh the second-half forecast.
Coordinate operational, ownership, tax and personal preparation before a transaction.
Measure how purchasing, inventory, billing and collection changes affect cash.
Turn observed staff use into approved purposes, boundaries and review evidence.
Put four connected measures in one owner-manager view.
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