Free guides & templates

Discover how our free kit, The Art of Being Paid, can help your business reduce the challenge of needing to deal with la...

Explore our checklist on how to create and use an accurate and effective P&L statement for your business.

This article will help you make the most of your balance sheet with a professional template to get you started. 

Running a business isn’t easy but you’re bossing it. Nice work. However, you know things can always be done better. Yo...

Starting a business can be a difficult process for many reasons. But, with the right tools, you can make it through.

Since 1983, Ronald McDonald House BC & Yukon (RMH BC & Yukon) has provided accommodations and support for famili...

There are few things more unsettling than being in business and realizing that the world is moving on but that you’re fa...

Automation offers CPAs, accountants, bookkeepers and other finance professionals the opportunity to focus on delivering ...

Download the free guide: A business case for accounting, and gain vital advice around the key accounting challenges such...

Are you a small business just getting started? In this video you will learn all you need to know about cash flow an...

AutoEntry helps accountants, bookkeepers and business owners to become more productive, letting them focus on running th...

An accountant’s guide to converting traditional clients to modern accounting technologies We already know that a huge i...

Starting your books for the first time can often be a daunting task, but it doesn’t need to be! With our Quick Start Gui...

This sheer quantity of admin overload can be a profound shock for anybody who’s started a business to follow a passion. ...

In this new guide from Sage, you will learn the answers to the burning questions that can help boost efficiencies in you...

How do you make business decisions at your company? If gut instinct is your guiding light, then it’s pretty likely that ...

Running your own business is rewarding. But let’s be honest, it’s also a challenge. Staying on top of industry trends, b...

Good cash flow management is essential in every small business if it is to succeed and grow. Our guide includes expert a...

Transformation is the new modus operandi for businesses operating in the chemicals sector. While growth strategies withi...

The food & beverage industry is consuming more information than ever before. Being able to get access to data in rea...

Is 2020 the year that you step out on your own and create a new business? You’re in good company. As of December 2017, t...

There’s a constant flow of financial data within any business. The data paints a picture that’s accurate but also invalu...

As a food and beverage processor or distributor, your company must effectively tackle the challenge of managing industry...

The continued survival of accounting firms can depend on their willingness to move with the technological times. In thi...

As process manufacturers grow, globalization becomes a factor. Interacting with the world offers lucrative opportunities...

Are you a Canadian business owner? Check out our 2020 article: Calculating Payroll Tax in Canada: A guide for small busi...

A self-serve portal simplifies the payroll process for employees, clients, and payroll administrators by enabling each p...

Getting dream clients starts right at the beginning: onboarding. Here, you can download a free onboarding checklist to e...

Canadian accountants and bookkeepers have turned their focus to cloud-enabled software because they need flexible and ag...

The Practice of Now 2019 report found that 85% of accountants believe the profession in their country needs to pick up t...

This year’s Practice of Now report is built on a survey of 3,000 accountants worldwide and identifies a cultural shift i...

Are you a Canadian business owner? Check out our 2020 article: Calculating Payroll Tax in Canada: A guide for small busi...

Download our free guide on the 4 ways automation helps accountants and their clients.

Black Friday is one of the year's biggest sales periods. Learn how to get your payments, technology and stock management...

10 tips to transform your productivity is a guide that will help you reduce the time taken on accounting admin.

When you’re part of a small business, it’s easy to feel like every day is a sprint to the finish line. A breakneck race ...

Is your business using different products and apps to manage your customer data? If so, you might be holding back the gr...

What's the fuss around artificial intelligence (AI?) Why is there so much buzz around it in the enterprise technology sp...