Financial Services

Crafted and written by industry experts, here you can find the latest articles, news and insights from the financial services industry.

Whether you’re looking to grow profitability, ensure you’re compliant, or reduce risks, Sage Advice has everything you need to ensure you’re driving maximum growth as a financial services CFO.

Latest articles for Financial Services

Crafted and written by industry experts, here you can find the latest articles, news and insights from the financial services industry.

Latest articles for Financial Services

Crafted and written by industry experts, here you can find the latest articles, news and insights from the financial services industry.

October 15, 2026 11 min read

Is your SaaS business ready for IFRS 15/ASC 606 revenue recognition and AI token-based pricing?

woman in office

September 24, 2026 10 min read

Real estate accounting: A complete guide

August 17, 2026 13 min read

Cash on cash return: Definition, formula, and example

July 17, 2026 13 min read

What percentage of your portfolio should be cash?

people in office

March 20, 2025 4 min read

The first 90 days: real-world advice from a financial services CFO

February 17, 2025 5 min read

The 6 trends shaping the insurance industry in 2025

Woman working in office

August 5, 2024 7 min read

What are balance sheets and why are they important?

March 28, 2024 11 min read

Transform your business with AI. From basic automation to breakthrough innovation

pos system and receipt capture machine

January 5, 2024 5 min read

5 reasons your small business should be using a receipt app

non profit worker organises meeting

August 4, 2023 2 min read

Checklist: Create and use a profit and loss (P&L) statement

People sitting at desks in a large office

March 12, 2023 5 min read

How to Calculate Canadian Sales Tax: GST, HST, PST, QST 2020

February 16, 2023 < 1 min read

Calculating Payroll Tax in Canada: A guide for small businesses

September 6, 2022 5 min read

The Redefined CFO: Why Canadian Finance Leaders are Seeking Roles Offering Purpose & Meaning

July 27, 2022 < 1 min read

Collision 2022: 5 takeaways for Saas CFOs

April 8, 2022 3 min read

Tax deductions for home-based businesses in Canada

March 15, 2022 5 min read

Ready to boss tax season? Here are the accounting features you need in your back pocket

October 26, 2021 5 min read

The 3 Keys to Accurate, Consistent, and Timely Financial Reporting for Professional Services Firms

man crunches the numbers in his kitchen with a calculator

September 1, 2021 7 min read

Missed payroll? Here’s how your business can get back on track

July 23, 2021 6 min read

What Canadian Finance Leaders need to keep top of mind when moving their applications to the cloud

Audience watching speaker lead presentation

June 1, 2021 4 min read

How to assess the perfect cloud core financial solution for your midsize enterprise

March 12, 2021 < 1 min read

Why a switch to the cloud will benefit your growing business

two ladies work in an bright office sitting at a table

February 22, 2021 4 min read

How to market your firm on a small budget

man crunches the numbers in his kitchen with a calculator

February 9, 2021 5 min read

Financial Services Trends to Watch in 2021