Budgeting and Financial Planning for Small Business Owners

This session will focus on budgeting and financial planning, essential tools for managing business finances and ensuring long-term stability. Participants will learn how to create and manage budgets, allocate resources effectively, and distinguish between Capital Expenditure (CapEx) and Operational Expenditure (OpEx). Using budget templates and practical exercises, entrepreneurs will gain hands-on experience in financial planning for business growth.

• Budgeting Fundamentals – Understanding the importance of budgeting and forecasting.

• CapEx vs. OpEx Management – Learning how to allocate funds for long-term investments and daily operations.

• Financial Planning Strategies – Developing a roadmap for sustainable business growth.

• Hands-On Budgeting – Using budget templates to create business financial plans.

ABOUT THE SPEAKER

Jaspreet Singh is a Chartered Professional Accountant (CPA) and the Founding Partner of Scale CPA, a Brampton-based accounting firm serving clients across Canada and North America. He brings over a decade of experience in public accounting, with a strong foundation built during his tenure at Deloitte.

Jaspreet specializes in providing audit, review, and assurance services to privately held and growing businesses, and is licensed for public accounting and audit in Ontario and British Columbia. In addition to assurance services, he is actively involved in tax planning, business consulting, transaction advisory, and business valuations, helping entrepreneurs structure their operations efficiently for long-term success. At Scale CPA, Jaspreet and his team focus on creating tax-efficient corporate structures and supporting businesses through every stage of growth—from startup to expansion. The firm is known for its client-focused approach and expertise in navigating financial complexities across multiple sectors.

Passionate about giving back, Jaspreet also mentors entrepreneurs and small business owners through community initiatives like BHive, TBDC, Invest Brampton, sharing insights on financial strategy, compliance, and sustainable growth.

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