Blog Posts

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...

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...

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...

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...

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...

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...

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,...

Capital budgeting is the process of evaluating and selecting large and long-term investments that demand significant capital, including but not limited to the purchase of a new facility, fixed assets, machinery or equipment. While large enterprises often have the resources to conduct detailed analyses,...

Toronto, ON, February 10, 2025 — Sapling Financial Consultants Inc., a boutique financial consulting firm specializing in serving mid-market private equity firms, their portfolio companies, boutique investment banks and entrepreneurs, announces the appointment of Kevin Zhao as senior engagement manager, Greg Lloyd as an advisor...

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...