CRIB Equip presents: How to Manage Your Small Business Finances

Workshop by CPA Connects

Small businesses need to define what they consider to be ‘success’. This presentation aims to guide entrepreneurs in choosing the right legal structure for their business, by keeping in mind the business-inherent risks and potential tax liabilities. It will also explore a number of case studies that highlight the importance of proper record-keeping, accounting and budgeting. In summary, the workshop will cover:

  • The success factor for small businesses;
  • How to choose the correct legal structure; and
  • Four live case-studies of successful SMEs


Xero is a beautiful, easy-to-use cloud platform for small businesses and advisors. Born as cloud-based accounting software, Xero has evolved to provide a full spectrum of connected tools and services that can help small businesses succeed. Xero provides its 1.8 million subscribers with connections to a thriving ecosystem of over 700 third-party apps and is also connected to major banks in Singapore including OCBC, DBS, HSBC and UOB.

2.00 pm - 2.30 pm: Registration
2.30 pm - 4.00 pm: CPA Connects workshop
4.00 pm - 4.30 pm: XERO Demo
4.30 pm - 5.00 pm: End of event and networking


Samantha Sam, Principal Partner, CPA Connects

Samantha has been serving Singapore SMEs with excellent and trustworthy accounting, secretarial and taxation services ever since she founded CPA Connects in 2010. She is credited with building CPA Connects into one of the most innovative and value-adding accounting practices in the region.
Under Samantha’s leadership, CPA Connects became the first Singapore accounting firm to obtain an ISO standard for operations and was one of the first firms to adopt innovative, value-added technology-driven solutions for clients. CPA’s clients range from humble consultancy firms to American listed companies in a range of different sectors.

Julian Wong, Xero

Julian began his career in financial institutions before becoming a headhunter in the accountancy and finance space. There, he witnessed how technology and AI have disrupted the accounting scene on a global level and came to understand how cloud accounting CRM can allow enterprises to do business more efficiently. As a result, he developed a passion for helping small businesses embrace the benefits of cloud CRM systems and accounting software.
Today, Julian prides himself on helping Singapore’s small businesses to perform efficiently with the help of Xero. Together with Xero, Julian plays an important role in the accounting ecosystem, which includes banks, app partners, accounting partners and SMEs.



Wed Oct 30, 2019
2:00 PM - 5:00 PM SGT
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Trehaus Funan #07/21-33
Venue Address
109 North Bridge Rd, Singapore 179097 Singapore