- Webinar Recap: Trimming the Tech Stack – How CFOs Can Optimize Their IT Systems
- June 26, 2025
In today’s digital landscape, CFOs are increasingly expected to play a central role in technology decision-making. Sapling Financial Consultants was delighted to host a webinar with members of FEI Canada’s, Toronto Chapter to discuss on Trimming the Tech Stack. Our Senior Engagement Manager, Morné...
- Sapling Financial Consultants celebrates the opening of its first U.S. office in Atlanta
- June 23, 2025
Atlanta, GA and Toronto, ON, June 23, 2025 — Sapling Financial Consultants Inc., a Toronto-based boutique financial consulting firm, has opened its first U.S. satellite office in Atlanta, Georgia. Having established its client footprint in Atlanta in 2021, Sapling serves private equity firms, investment...
- Excel vs. Power BI: Choosing the Right Tool for Your Reporting Needs
- June 18, 2025
When working with unstructured or structured data alike, choosing the right tool can be a game-changer in terms of time spent on analysis and the value of the insights produced. By far, the most widely used tools for data analysis and visualization are Excel...
- Sapling Financial Consultants launches Green Shoots M&A Index
- June 12, 2025
Index finds Canadian M&A poised to rise as U.S. deal flow rebounds Toronto, ON, June 12, 2025 — Sapling Financial Consultants has released its first Green Shoots M&A Index for Canada and the U.S., a data-driven model that predicts North American M&A trends. The...
- Row-Level Security in Power BI: Key Steps for Implementation and Data Protection
- May 20, 2025
The Challenge of Data Access Control When setting up a business intelligence solution for your company, you’ll face a crucial challenge: your database and dashboards contain vast amounts of information, but not all users should have access to everything. To address this, Power BI...
- How to Proceed with Caution? The Value of the QoE during Tariffs Turbulence
- April 21, 2025
Sapling Financial Consultants was delighted to facilitate an interactive webinar on April 1 to discuss the latest challenges posed by tariffs and how a Quality of Earnings (QoE) report can help during these turbulent times. Our Senior Engagement Manager, Kevin Zhao, shared valuable insights...
- Activity-Based Costing – Re-Evaluating Products & Services as Tariffs Loom
- April 21, 2025
Sapling Financials Consultants was pleased to lead an engaging webinar focused on the value provided by activity-based costing and its application in environments characterized by uncertain costs. Our Consultant, Tyler Grube, shared valuable insights into how managers can use Activity-Based Costing (“ABC”) models to...
- Building Dynamic Revenue Forecasting Models for Changing Markets
- April 15, 2025
Revenue projections can make or break business decisions, yet many companies still rely on static models that struggle to keep up with shifting market conditions. Businesses need accurate and adaptable tools to predict their revenue and manage costs effectively. A dynamic revenue forecasting model...
- Webinar Recap: Financial Stress-Testing for the Impact of Tariffs 2025
- March 18, 2025
Sapling Financial Consultants was delighted to facilitate an interactive webinar with members of FEI Canada’s, Toronto Chapter to discuss the latest challenges posed by tariffs. Our Senior Engagement Manager, Dave O’Brien, CPA MFin, shared valuable insights on financial stress-testing as a tool for understanding...
- Revenue Recognition Pitfalls in Long-Term Contracts and How to Avoid Them
- March 17, 2025
For businesses that generate revenue from long-term contracts, accurate revenue recognition is crucial for producing reliable financial statements. This is particularly important in industries like software and construction, where contracts can last several months or even years. The timing of revenue recognition is vital,...