Budgeting – it’s not the most fun time of the year, but we all have to do it. Did you know that one in five Americans would rather spend an hour in jail than plan out a 5-year budget? So why is this? The Strategic CFO published a great article…

Are you interested in scaling your customer service? Having an accessible knowledge base is a great start. A knowledge base consists of various topics of information about your company, including what your product and/or service offerings are, answers to commonly asked questions, etc. Customers can search through this information on…

Now that we’re a full month into 2019 already, it is an ideal time to take a critical look at your business processes and evaluate what is working well, and what isn’t. The budgeting process is one of the most critical, so it better be good! If you’re worried it…

  As CFOs and other executives lead their businesses into the new year, many are looking out for how the changing technological and social landscapes affect how business operate. Companies that will emerge the strongest are the ones who understand the trends and technologies shaping the environment, and ones that…

You pride yourself on being ‘organized’ and ‘on top of things’, your calendar is colour coded and you’re on a strict schedule –  But, we all know it is nearly impossible to ALWAYS have complete control over every situation at hand. Test yourself, or your staff, with these productivity habits…

Selecting a software solution for any business can be a daunting and time-consuming task. Therefore, when your business decides they are in need of one, it is important to understand the necessary planning steps to ensure the procurement process runs as smoothly as possible. In this blog, with information taken…

There’s no denying that Excel is a powerful tool for budgeting. For the majority of companies that rely on Excel for budgeting and forecasting, they understand the great value it brings. However, this value often comes at a price, whether it be lacking security, lengthy formatting time, inaccurate data, etc….

Are you making decisions today based on last week’s information? Many people are overloaded with information during the budgeting process – sales and revenue data, compensation and CapEx planning, project, expense and profitability information, and much more. And, for many, this data comes in various Excel spreadsheets, from multiple sources,…

Whether you are creating a budget for your small business or a large corporation, there are two main approaches: the top-down approach and the bottom-up approach. Some companies and their employees swear by the top-down approach, but others believe the bottom-up approach provides the most advantageous view. Which one do…

Do you find yourself spending hours during the budgeting process simply designing the budget? Have you ever received an Excel worksheet you needed to update with your budget information and then found yourself feeling frustrated and confused trying to decipher formulas, keep track of which cell was referring to which…