Blog & Tips

Understanding where money disappears in contractor business operations is crucial—it’s not theft, but poor tracking systems that hide where profit goes. You’re booked solid. Revenue’s climbing. So why does the bank account feel tight? For most contractors, the problem isn’t revenue—it’s visibility. When your accounting system doesn’t show where money goes at a detailed level, […]

Mark runs a busy contracting business. When a $75K equipment lease for contractors came through, he closed the deal without leaving the job site. Spring through Fall, he’s managing crews across multiple job sites, trying to maximize revenue before the winter freeze slows everything down.  This particular Tuesday started like most others—until his Project Lead […]

You walk into a bank, provide your pay stubs and a T4, check your credit, fill out the Personal Net Worth form, and you get Approved or Denied right away.   That’s the typical process for most people. Self-employed individuals face unique challenges as their finances, cash flow, and net worth are tied up in their […]

While thought leaders such as Codie Sanchez champion acquisitions for their speed and proven cash flow, building a business from scratch offers unique advantages such as complete operational control, unlimited growth potential, and tax optimization from day one. In Part 2 of our Build vs Buy series, we shift from acquisition due diligence to startup […]

Consider this scenario: A business owner thinks their company is profitable until April when their accountant presents a $25,000 surprise income tax bill. They had no idea predictable cash flow and profit were different, forcing them to scramble for a business loan to pay the CRA.  This captures the danger that kills more businesses than […]

Instead of paying rent for a commercial space for your business you’ve decided to just buy the building instead. Who wants to throw away all that money on rent when you can own the building for your business and benefit from future increases in value?  Buying a commercial property for your business is more than […]

Smart entrepreneurs today are focusing on due diligence for smarter acquisitions rather than building from scratch. The entrepreneurial landscape has shifted dramatically. Influenced by thought leaders like Codie Sanchez, today’s smart entrepreneurs are increasingly choosing acquisition over building from scratch. But here’s what many miss: the due diligence process can make or break your investment.  […]

When most people think about real estate investing, they picture buying a property, finding tenants, and dealing with repairs at 10 p.m. on a Saturday night. But there’s another route and it’s one that lets you earn returns from real estate without ever becoming a landlord: passive real estate investing.  With passive investing, your money […]

CanadianSME Small Business Magazine is Canada’s go-to platform for showcasing innovative SMEs driving economic growth across the country.  As a seasoned real estate finance professional with 20 years in the industry, having Kaz featured in CanadianSME’s spotlight is an exciting full circle moment.  In the spotlight, Kaz shared what inspired him to create Finalyze CFO […]

If you work anywhere near real estate, you’ve heard of Yardi. Yardi is the market leader in end-to-end property management and investment accounting solutions. Its Yardi Investment Suite (Investment Manager, Accounting, Debt & Acquisitions Manager) powers everything from deal underwriting to investor reporting for thousands of firms worldwide.  As a seasoned user of Yardi’s applications, […]