David Liu
David Liu
Senior Manager, Enterprise Transformation
- Direct: 416-462-4200
- Toll-Free: 1-877-500-0792
- Email: [email protected]
- Fax: 403-269-8450
Contact David Today
Insights
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Confidence
April 25, 2024
Is your Credit Union Prepared for the Future? Part 3: How to mitigate shortfalls during transformation
How can you mitigate shortfalls during the transformation process? Discover strategies to help your credit union overcome challenges in our whitepaper.
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Progress
April 23, 2025
With cloud-based bookkeeping, who actually manages your finances?
When you combine cloud-based accounting with an external bookkeeping advisor, both parties bring unique skills that help drive your business towards its goals.
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Progress
April 22, 2025
A roadmap for passing the family dealership to the next generation
For family-owned dealerships, passing ownership of the business to the next generation means considering more than just the financials.
