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July 2026

Business insights

Is your practice utilizing SR&ED tax credits?

Here’s a quick snapshot of what we’re unpacking in this month’s Business Insights Newsletter.

Research & development: Strategies for your practice
Key metrics: The numbers to watch
AI adoption: What SMB leaders get right
Finance leadership: The role of a fractional CFO

A scientist working on a tablet at a lab.

Unlocking SR&ED opportunities for medical and dental professionals: Key Insights & Actionable Strategies

The SR&ED program provides tax credits to physicians and dentists who conduct research to support innovation and patient wellness. However, it can be challenging to understand which research is eligible and how to navigate the complex application process.

Unlock hidden growth: How KPI’s can elevate your dental practice’s success

Despite growth efforts, some dental practices see profits remain flat. By tracking the right KPIs, one dentist uncovered hidden revenue gaps and bottlenecks. See how the right metrics can transform your practice.

Making AI pay off: What SMB leaders are getting right and where value is still being left on the table

While AI adoption has grown among Canadian SMBs, measurable returns remain uneven. This webinar recap examines what sets organizations that realize value apart from those still experimenting.

A man and woman looking at a tablet together.

How to unlock the growth potential of your practice with a fractional financial executive As your practice grows, so do your financial responsibilities, but hiring a full-time CFO is a big leap. A fractional financial executive delivers the same strategic guidance without the cost or commitment. Read more

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Business insights

Unlocking SR&ED opportunities for medical and dental professionals: Key Insights & Actionable Strategies

Unlock hidden growth: How KPI’s can elevate your dental practice’s success

Making AI pay off: What SMB leaders are getting right and where value is still being left on the table

How to unlock the growth potential of your practice with a fractional financial executive