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Digital Bookkeeping, AI & the Future of Accounting: Lessons from Finance Takes the Piste 2026
What a great start to 2026! This January, I found myself in Morzine, in the French Alps, attending Finance Takes the Piste 2026 , a unique blend of skiing, workshops, incredible food, and deep, honest conversations with some true pioneers in the accounting and bookkeeping profession. It’s one of those experiences that stays with you long after the skis come off. What made it even more special was getting to share it with my sister, Justine Marshall, who runs a similar digital
Lisa Marshall
2 days ago2 min read


Navigating Canadian Financial Reporting Requirements
Managing your business finances can feel overwhelming, especially when it comes to understanding the financial reporting requirements in Canada. But it doesn’t have to be complicated. With the right approach and tools, you can keep your books tidy, stay compliant, and make smarter decisions for your business. Let’s walk through the essentials of Canadian financial reporting, breaking down what you need to know and how to handle it efficiently. Understanding Canadian Financial
Lisa Marshall
Jan 264 min read


The Benefits of Online Bookkeeping: Why It’s a Game-Changer for Your Business
Managing your business finances can feel overwhelming. Keeping track of expenses, invoices, payroll, and taxes takes time and precision. But what if there was a way to simplify all that? That’s where online bookkeeping comes in. It’s a modern, cloud-based approach that’s transforming how business owners handle their financial records. I’ve seen firsthand how switching to online bookkeeping can save time, reduce errors, and give you clearer insights into your business’s health
Lisa Marshall
Jan 265 min read


Understanding the Pricing of Bookkeeping Services: A Bookkeeping Pricing Guide
Managing your business finances can feel overwhelming. That’s why many business owners turn to bookkeeping services to keep their financial records accurate and up to date. But how do you know what to expect when it comes to pricing? Understanding the pricing of bookkeeping services is key to making smart decisions that fit your budget and needs. In this guide, I’ll walk you through the basics of bookkeeping pricing, what factors influence costs, and how to find the right ser
Lisa Marshall
Jan 145 min read


Reliable and Trusted Newmarket Bookkeeping Services for Your Business
Managing your business finances can feel overwhelming. Keeping track of expenses, invoices, payroll, and taxes takes time and precision. That’s why finding trusted bookkeeping services is essential. With the right support, you can focus on growing your business while your books stay accurate and up to date. In this post, I’ll walk you through what makes bookkeeping services reliable, how to choose the best fit for your needs, and what you can expect to pay. I’ll also share w
Lisa Marshall
Jan 63 min read


Top Cloud Accounting Features: What You Need to Know
Managing your business finances can be a challenge, especially when you want to keep everything organized and up to date. That’s where cloud accounting software comes in. It’s a modern solution designed to simplify bookkeeping, save time, and give you clear insights into your financial health. If you’re looking for the best cloud accounting features have to offer, you’re in the right place. I’ll walk you through the top features that make cloud accounting software a must-have
Lisa Marshall
Jan 54 min read


Benefits of Online Bookkeeping Services: Advantages of Virtual Bookkeeping
Managing your business finances can feel overwhelming. But with the right tools and support, it doesn’t have to be. I’ve found that switching to virtual bookkeeping has made a huge difference in how I handle my books. It’s not just about convenience; it’s about gaining control, saving time, and making smarter decisions. Let me walk you through the key advantages of virtual bookkeeping and why it might be the perfect fit for your business. Why Choose Virtual Bookkeeping? The
Lisa Marshall
Dec 29, 20253 min read


Essential Tax Write-Offs for Canadian Business Owners
Navigating Your Canadian Tax Deductions Guide Taxes can feel overwhelming, but they don’t have to be. The key is to stay organized and know what counts as a deductible expense. The Canadian tax system allows business owners to deduct many costs related to running their business. This means you only pay tax on your net income, not your gross income. Here’s a quick tip: keep all your receipts and invoices in one place. Using cloud-based bookkeeping software can help you track e
Lisa Marshall
Dec 22, 20254 min read


Clever Ways to Save Money in December (from a Bookkeeper Who’s Seen It All)
The holiday season is full of joy, generosity… and let’s be honest, extra spending. Between gifts, events, and year-end expenses, December can sneak up fast on small business owners. But with a few smart financial moves, you can finish the year strong without the stress. As an experienced bookkeeper, I’ve seen how strategic planning (even in the final month of the year) can make a real difference in your cash flow, taxes, and peace of mind. Here are some clever, practical wa
Lisa Marshall
Dec 1, 20253 min read


How Do I Fix My Messy Books?
Tidierbooks Holiday Bookkeeping Treats for Canadian SMEs If your books feel like a mix of receipts , guesswork , and “I’ll deal with it later,” you’re not alone. In fact, 60% of Canadian SMEs still struggle with cash flow , and one big reason is simple: They’re still doing their bookkeeping by hand. Sounds small… but it leads to huge problems. A 2025 Dext survey revealed that: 42% of SMEs fear closure due to rising costs 35% of owners are still managing their own finances
Lisa Marshall
Dec 1, 20253 min read


Maximizing Efficiency with Digital Tools
Running a business today means juggling many tasks at once. From managing finances to keeping track of projects, the workload can quickly become overwhelming. That’s where digital tools come in. They help simplify processes, save time, and reduce errors. I’ve found that using the right digital tools can transform how a business operates, making everything smoother and more efficient. Understanding Digital Tools Benefits for Your Business Digital tools offer a range of benefit
Lisa Marshall
Nov 24, 20254 min read


Transform Your Business with Tidier Books: Simplifying Financial Management
We all know the story. Someone has a brilliant idea, takes the leap, and launches a business, a new product, service, or dream they’ve been carrying for years. The spark is there, the excitement is real, and the potential feels limitless. But then reality hits. The idea that once felt freeing starts to feel heavy. This isn't because the dream changes, but because the obligations start showing up. Suddenly, you’re not just the visionary anymore. You’re the marketer, the bookk
Lisa Marshall
Nov 11, 20253 min read
Can You Write Off Golf Expenses in Canada? Here’s What the CRA Says
Many business owners assume that golf counts as networking, and that means a business expense. Unfortunately, the CRA doesn’t see it that way. Here’s what you need to know before you try to claim those green fees or memberships on your tax return. ❌ Golf Green Fees Are Not Deductible According to the Canada Revenue Agency , golf is considered recreation , not business.That means: Green fees Golf cart rentals Golf club memberships Tournament entry fees …are all 100% non-deduct
Lisa Marshall
Nov 3, 20252 min read
🍽️ When You Can Write Off 100% of Your Meals and Entertainment?
Most business owners know the CRA only allows 50% of meals and entertainment expenses as a deduction — but did you know there are situations where you can write off 100% ? Understanding the difference can save you money and protect you in the event of an audit. Here’s a breakdown of when you can (and can’t) claim the full amount. 💼 1. When Meals Are Part of What You Sell If food or entertainment is included in the price of a product or service you charge clients for , those
Lisa Marshall
Nov 3, 20253 min read


Top Tax Write-Offs for Canadian Small Businesses in 2025 (And What to Avoid)
As a Canadian entrepreneur, knowing what you can and can’t deduct at tax time can save you thousands—and help you avoid getting flagged by the CRA. In this 2025 guide, we’ll break down common deductible expenses, highlight updates to CRA policy, and flag common audit red flags. Whether you’re a solopreneur or running a growing team, this guide will help you maximize your deductions with confidence. What Is a Tax Deduction? A tax deduction (also known as a write-off) reduces y
Gracelle Anore
Nov 3, 20253 min read


Expert Bookkeepers in Newmarket for Your Business
When it comes to managing your business finances, having the right support can make all the difference. I’ve seen firsthand how expert bookkeepers can transform the way a business operates. If you’re running a business and want to simplify your financial management, working with a local bookkeeping firm offers unique advantages. In this post, I’ll walk you through why choosing local professionals is a smart move, how they can help you grow, and what to expect from their servi
Lisa Marshall
Oct 30, 20254 min read


Bookkeeping Strategies for Business Growth in Canada
Growing a business in Canada today means more than just selling products or services. It requires smart financial management and clear accounting strategies. I’ve seen firsthand how adopting the right accounting approach can transform a business. Whether you’re just starting out or looking to scale, understanding these strategies will help you make better decisions and keep your finances in check. Let’s dive into some practical accounting strategies that can fuel your busines
Lisa Marshall
Oct 15, 20254 min read


Accounting Innovations for Newmarket Businesses
Running a business today means staying ahead of the curve, especially when it comes to managing your finances. Accounting is no longer...
Lisa Marshall
Oct 6, 20254 min read
Streamline Your Payroll Management with Modern Solutions
Managing payroll can be a significant challenge for many businesses. This essential task demands accuracy, timeliness, and strict compliance with tax laws. However, with the right payroll management tools, handling payroll doesn’t have to be complicated or stressful. Transform Your Payroll Process Over the years, I’ve witnessed how modern payroll solutions can revolutionize the way businesses manage their finances. These innovative tools offer numerous benefits, including: Ti
Lisa Marshall
Sep 29, 20254 min read


Embrace Digital Bookkeeping for Business Success
Managing your business finances can feel overwhelming. But it doesn’t have to be that way. Digital bookkeeping offers a modern,...
Lisa Marshall
Sep 11, 20254 min read
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