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September 2021


The hot days of summer seem to have ended in Nova Scotia. September is the start of my favourite time of the year for canoeing, biking and hiking. Hopefully, you can get out for some fun and a break from the office.

We are looking forward to presenting our Tech Update this year during the Accounting Technology Seminar series, every Wednesday in October. Registration and details for the virtual event are available at

Our free CPD webinar on September 14th  is sponsored by Zoho Expense, a great app I use to track and prepare my expense reports. I will cover summarizing data with subtotal, customizing error checking and circular references during the Excel portion of the webinar. 

This month our blog posts cover How to Simplify Your Bookkeeping, Must-Know Facts and Features of Mobile Wallet Marketing, and Cut Your Remote Overhead Expenses.  

As always, please do not hesitate to contact me if you have any questions or comments.

All the best


Simplify Your Bookkeeping

Don't want to hire a bookkeeper or use outsourced Client Accounting Services (CAS)? That's okay. Here are some tips on how to simplify your bookkeeping if you are doing the bookkeeping yourself (hint: it's easier than you think). Be proactive, get organized, and create a simple system that works for your business.

Must-Know Facts and Features of Mobile Wallet Marketing

Business owners know how important it is to build trust and loyalty with their customers. Especially for small businesses, finding ways to enhance consumer confidence can help foster these lasting relationships. Similarly, these must-know facts and features of mobile wallet marketing can help you build customer relationships. Likewise, with more people keeping up with their favorite brands through websites and apps, mobile wallet marketing is one approach to creating a top-notch customer experience.

Cut Your Remote Overhead Expenses

One aftereffect of the COVID-19 pandemic is that it’s forever changed the way many of us work. First, there’s been a massive transition to remote work. Subsequently, 54 percent of employees want to continue working remotely. 

As a result, we’d all better get used to our virtual offices. The good news is that this also presents businesses with an opportunity to cut your remote overhead expenses. 

Click here to read this article

Our broad curriculum of over 75 technology-focused CPD webinars accessible from your home or office provide verified CPD credit hours for a remarkably low price. We invite you to explore our catalogue of On Demand Webinars covering a wide range of topics including:

Attend a Road to Excellence mini-webinar in person and earn 1 verified CPD credit when you answer a minimum of 75% of the polling questions and attend for 50 minutes of the live session. Every registrant will receive a link to the recorded webinar; so sign up today to ensure you're on the list.

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How to Price, Package, and Sell Your Accounting Services

This 3-month long webinar and content series is focusing on addressing the future of accounting and the future needs of SMBs by providing immediate and actionable steps that firms can use to serve their client needs better. Join this On Demand session as we sit down with Mark Holton for his session "From Compliance To Reliance - The Guide To Client Advisory Services".

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