Copetti Blog

Taxes aren’t something you should be thinking about when you are celebrating the holiday season with friends and family, but it never hurts to know some ways to minimize the taxes you will be paying for 2018.

Here we go again, another "lecture/blog" on how to better manage your finances. Well, not enough Canadians are getting ahead, so here is our 7 things to digest and think strongly about.

Copetti & Co. invites small and medium sized companies in Durham Region to engage in a dialogue to better their tax situation and relationship with Canada Revenue Agency (CRA).

As a follow-on to our “Value of a CFO to Small Business” post, let’s first accept, based on this value, that an experienced CFO is right for any business - small or large.

Copetti & Co. announce their successful launch of new technology to aid customer communication The exchange of documents and signatures at tax time, have historically taken its toll in travel time, time away from a busy life and business and travel costs.

We have been hearing a lot recently about the Best Managed Companies and what it takes to be labeled so, and while it’s a great subject to follow and learn from, I believe the list is different for a small company from a large one. Except for the one thing – a tireless focus on people.

Don’t believe you can afford the financial hit of a full time CFO!  Let’s consider the value of the CFO and look to a practical option for small to medium size businesses (SME’s) to take advantage of the value that CFO’s can offer through considering the affordable strategy of part-time CFO . 

Maintaining corporate records may be the last thing on a business owner's mind. Business owners are focused on the day to day running of their business and making sure their venture stays profitable, they don’t have the time generally to worry about the updating of the corporation’s minute book. This task usually falls on the director’s shoulders at the most inappropriate time when they realize how much work has to be done. The physical minute book has to be acquired from the corporate lawyer or accountant and then any changes and activities need to be updated accurately.

Successful emerging businesses have a team of outsiders that help them achieve their potential: accountant, lawyer, business advisor, etc. They also leverage their customers, suppliers and sometimes their competitors in their pursuit of success.