Small Business Success Series

Empowering Small Businesses with the best financial toolkit to save time and money 

A four-part series to help you unlock the power of financial and tax readiness strategies for success


💲Session One: Mastering Profit, Cash Flow, and Growth Strategies for Small Businesses  November 16 | 12:00 PM EST / 10:00 AM MST 

💸Session Two: Maximize Your Tax Return: Small Business Tax deductions and Incentives Unveiled | November 23 | 2:00 PM EST / 12:00 PM MST 

💰Session 3: Income Mastery: Navigating Income Strategies for Small Business    November 30 | 1:00 PM EST / 11:00 AM MST 

Session 4 – TBA 


💼 Lisa Campbell | Director, Profit First Canada

💼 Matthew Peterson, CPA | Owner, True North Accounting

💼 Shayan Rashid, CPA | Founder and managing partner of SRJ Chartered Professional Accountants.

More to be announced!

Nov Webinar
  • Session 1

  • Session 2

  • Session 3

  • Session 4

 About webinar

Mastering Profit, Cash Flow, and Growth Strategies for Small Businesses 

November 16, 2023 | 12pm EST / 10am MST

Have you set up your business’s financial management the right way that optimizes wealth creation for you?

🔋Join us to supercharge your business financial management with Lisa Campbell – Head of Profit First Canada. 💲

Discover the Profit First method to revolutionize your cash flow, explore strategies for getting paid on time, master the art of managing expenses, and uncover innovative growth strategies.  

Plus, don't miss the hands-on Fuse Platform demo, designed to simplify your financial management processes. Boost your business's financial success - register now! 

Masterclass Agenda: 

Discover the Profit First approach  

💲 Explore strategies to ensure you receive timely payments 

🎮 Master the art of controlling and optimizing your business expenses 

🤔 Uncover innovative strategies to accelerate your business growth 

💻 Get a hands-on demonstration of the powerful Fuse Platform, designed to simplify your financial management 


Untitled design - 2023-11-06T121037.748 Lisa Campbell | Director of Profit First Canada
Lisa Campbell is heading Profit First Professionals in Canada, the owner of The Marcam Group, a profit strategy bookkeeping firm, Head of Mentoring North America for the Successful Bookkeeper, and creator of the Accelerate 2 Advisor Mastermind program. Lisa is guiding entrepreneurs & bookkeepers to skyrocket their confidence, cash flow, and freedom with money, mindset & positioning tools to help them prosper exponentially.


Missed our webinar? Here's the recording😀: 


About webinar

Maximize Your Tax Return: Small Business Tax deductions and Incentives Unveiled 

November 23, 2023 | 2pm EST / 12pm MST

Are you a small business owner in Canada looking to boost your savings and make the most of tax incentives?

💸Join us to gain insights on managing mileage and vehicle expenses, understanding tax-deductible expenses, leveraging depreciation for tax benefits, and exploring tax incentives for asset purchases. Plus, discover the how and when of tax installment payments. 💲

Webinar Agenda  

🚗Understand the tax implications of mileage and vehicle-related expenses 

🔑Identify key expenses that can be claimed as tax deductions 

📉Learn how to leverage depreciation for tax benefits 

💸Navigate installment tax payments  




Dil Sran, CA/CPA | Partner,  True North Accounting

Dil is a CA/CPA with over 8 years of experience working with a big 4 accounting firm. He spent time working as a financial management consultant, where he helped his clients achieve cost savings exceeding $100 million, secure financing, improve internal processes, and increase bottom-line revenue. As one of the Partners at True North Accounting, He uses that experience to help his clients develop growth strategies for their own small businesses. His expertise in cashflow forecasting and proforma statements has been instrumental in driving growth and success for his clients.

Dil received his Bachelors of Commerce Degree (with Honors) from the University of Alberta. In his spare time, he enjoys staying active by going on hikes and playing basketball.


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About webinar

Income Mastery: Navigating Income Strategies for Small Business

November 30, 2023 | 1pm EST / 11am MST

💲Join us for a game-changing webinar tailored for small business owners. Learn how to maximize your financial potential with expert insights on TFSA and RRSP contribution optimization, effective income splitting strategies, and understanding your compensation options. Secure your financial future - reserve your spot now and gain the tools you need for prosperity! 

Webinar Agenda: 

💲Optimize your Tax-Free Savings Account (TFSA) and Registered Retirement Savings Plan (RRSP) contributions 

📊Effective income splitting strategies to minimize your tax liabilities 

💰Understand the various compensation options for small business owners 


Untitled design


Shayan Rashid, CPA | Founder and Managing Partner of SRJ Chartered Professional Accountants
With over 15 years in the realm of accounting and taxation, Shayan specializes in catering to small to mid-sized businesses in the technology and healthcare sectors. He's not just an accountant, but a partner to Startup founders, guiding them through their business journey, from inception to growth, and even exit strategies. His entrepreneurial zeal isn't limited to advice; he's an active investor and mentor, backing early-stage startups and shaping the next wave of innovative ventures. Shayan loves spending time with his family including his two young boys playing sports, traveling, and learning.


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About webinar


What's in it for you?  

🧠 Gain priceless insights on how to successfully manage your small business from industry trailblazers  

💳 Make informed, game-changing decisions about taxes, deductions, and income strategies.  

💰 Boost your business's financial health and profitability.  

🌐 Boss your wealth management as a small business owner.  

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