Rachel Fung

Financial Planning & Analysis (“FP&A”) is a critical function within a company's finance department, focusing on budgeting, forecasting, and financial performance analysis. The primary objective of FP&A is to provide senior management with detailed forecasts of the company's profit and loss and operating performance...

Sapling Financial Consultants was delighted to facilitate an interactive webinar with members of FEI Canada’s, Toronto Chapter to discuss best practices, common pitfalls and emerging trends across the various responsibilities of the Financial Planning & Analysis (FP&A) functions. The session started with an overview...

Having a well thought out digital strategy can go a long way to helping your business reach its reporting and overall business goals. For a growing business it is especially important to have a simple and scalable digital strategy, as relying on reporting from...

Toronto, ON, November 21, 2024 — Sapling Financial Consultants is pleased to announce it is expanding its Toronto headquarters at 100 Sheppard Avenue East amidst steady year-over-year growth and ranking on the Report on Business list of Canada's Top Growing Companies. The company has...

In today’s data driven landscape, Business Intelligence (BI) has emerged as a critical tool for organizations to drive success. By analyzing and presenting data effectively, BI enables businesses to make informed decisions, optimize operations, and accelerate growth. It acts as a bridge between raw...

The condo market in Toronto and North America post-pandemic has been volatile. Overall, a significant increase in the cost of living across North America has been observed, with rental prices being a major contributor. According to the national rent report from Rentals.ca and Urbanation...

Event Description: Sapling Financial Consultants were proud to sponsor the 2024 Florida ACG Capital Connection, a premier event for middle-market deal-making in Florida and the Southeast. This year’s conference saw record-breaking attendance, with over 900 representatives from private equity firms, commercial and investment banks, growth-oriented...

Toronto, ON, October 09, 2024 — Sapling Financial Consultants, a boutique financial consulting firm dedicated to serving lower mid-market private equity firms, their portfolio companies, boutique investment banks and entrepreneurs, is proud to announce it has received approval to offer a Pre-Approved CPA Training Program...

In today’s data-driven world, businesses seek to harness vast amounts of information for better decision-making, and Business Intelligence (BI) tools play a critical role in this process. The integration of Artificial Intelligence (AI) and Machine Learning (ML) has brough some improvements, with additional tools...

In early October, Sapling presented a two-part webinar series on Financial Due Diligence in Uncertain Market Conditions. Here are the summaries: Trend in the M&A Environment With the market rebounding, global M&A deal values for the first half of 2024 have increased compared to...