How to forecast cashflow
The following infographic is available to download as PDF here: Coast Capital How To Forecast Cashflow An accurate cashflow forecast is like a map of your business journey. Without it, you…
Business Checklist: Managing margins and improving profit
To build a more profitable business, take practical steps to fine-tune your operation by focusing on driving profit throughout your business. The following article, including editable checklist, is available to download…
Business Checklist: Operational Efficiency
Businesses that commit to operational efficiency are typically leaner, more agile, and more resilient than those that do not. They often have lower costs, increased output, lessened space requirements, and decreased time…
Business Checklist: Creating cash reserves
Cash in the bank acts as a buffer and can help you better weather the ups and downs you may encounter while running your business. Reserve cash buys you more time…
Cybersecurity Plan
Using this plan, you’ll outline essential cybersecurity and data protection activities — such as ensuring robust password strength, implementing multifactor authentication, and securing your Wi-Fi against potential threats. Use this as a…
Cashflow Improvement Tool
Our Cashflow Improvement Tool is available to download as an excel file here: Coast Capital Cashflow Improvement Template The key value of this template is to estimate your cashflow for the…
SMART Goals Template
Use our SMART Template to set clear and actionable goals for your business. This framework helps you focus your efforts, track progress, and achieve success by breaking objectives into manageable, result-driven…
Profit Increase Template
How to use this template The template shows you how much more profit your business could generate if you improved your conversion rate by a given percentage. This may be…
Monthly cashflow forecast
Make smarter financial decisions with a monthly forecast Staying on top of your cashflow is one of the most important parts of running a successful business. This Monthly Cashflow Forecast…
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RRSP vs TFSA. Which is better for you?
The great debate: TFSA vs RRSP With the RRSP contribution deadline just around the corner, it’s important to know about all your savings options. Today we break down which savings…
5 Quick Tips for RRSP Season
For most people, a Registered Retirement Savings Plan (RRSP) is that thing you’re putting money into to save for retirement. And you’re right, it is. But beyond that, many people’s…
How a loan can put you on top during RRSP season
The RRSP contribution deadline is just around the corner. Come March 2, 2026, it’s a ‘snooze you lose’-type situation if you want your contribution to count for the year. Like…
