Maximize SR&ED: Keith Bailey on Non-dilutive Funding via Federal Tax Credits

Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari. In this episode, we explore how Canadian businesses can fuel innovation and extend their runway through smart R&D tax strategies and non-dilutive funding.

We’re joined by Keith Bailey, CFO at Boast.AI, a leader in helping organizations navigate SR&ED, CDAE, and U.S. R&D programs through AI-driven automation and in-house technical expertise. Keith shares how businesses can reduce complexity, minimize audit risk, and unlock innovation capital more efficiently.

Key Highlights:

1. Non-Dilutive Capital: How SR&ED extends innovation runway and strengthens investor readiness.
   
2. Real-Time Documentation: How structuring teams and capturing technical work early supports audit-proof claims.
   
3. SR&ED Enhancements: What’s changing and why DIY filing increases risk and missed eligibility.
   
4. Economic Advantage: How SR&ED and CDAE incentives help companies stay innovative during uncertainty.
   
5. Why Boast AI: What sets Boast apart and why enterprises choose them as a long-term strategic partner.

Special Thanks to Our Partners:

• RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.html
• UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA
• Google: https://www.google.ca/
• A1 Global College: https://a1globalcollege.ca/
• ADP Canada: https://www.adp.ca/en.aspx

For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!

Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.