Blog Posts

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...

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...

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...