News You Can Use

Helping your business to thrive.

6 Steps for a Smooth Succession Plan

It's never too early to start thinking about how you will exit your business. Here are 6 key considerations for your strategic planning that will yield the best chance of achieving your goals. Consider who you want to take over your business - family, employees, third...

From the Desk of Deanna

Very often at this time of year people take time to pause for reflection and look back at the past year for learnings, takeaways, smiles and memories. It's a great practice to take stock of the year behind before diving into the year ahead with its new goals and...

Starting a New Year

With the New Year comes a pause for reflection on the past year and contemplation of the year ahead. It's a great time to consider your goals, intentions and possibilities for your business in 2016.   Let's think about business management using a sports analogy....

Retention of Books and Records

On May 11, 2015, Canada Revenue Agency (CRA) updated its policies and information related to the retention of books and records. This update includes information about what can and cannot be destroyed and provides examples about what is considered permanent records...

What is your ‘why’?

Understanding 'why' you are in business is an important key to business success and distinguishes you from your competition. Customers buy your product or service because your business is solving a need that they have. Maybe think of it this way - no one really wants...

DWCA becomes Davies & Associates

Some of the important consulting work we do with you, our clients, is planning for succession and retirement.  Businesses need to plan for these well in advance of the actual event, or full retirement, to ensure a positive transition and a healthy outcome for all the...

Getting emails or calls from CRA?

Always be on your guard for fraudulent emails and phone calls where someone poses as the CRA. If you receive a call or email that you did not initiate or that you are not sure about, please contact our office and let us know. Make sure you know how to recognize a scam...