What does your business actually need financially?
Answer 15 questions about your current financial situation. In under 5 minutes, you'll get a personalized Clarity Score and a recommendation: bookkeeping, financial advisory, or fractional CFO, based on where your business is right now.
⏱️ 5 minutes
📋 15 questions
🎯 Personalized result
📧 Free summary email
My bookkeeping is current, reconciled, and up to date.
Yes — books are clean and current every month
Mostly — but I'm behind a few months or it's inconsistent
Not really — I catch up at year-end or when I have to
I don't have a bookkeeping process at all
I know my business's current cash position without having to check my bank account.
Yes — I have real-time visibility into cash flow
Somewhat — I have a rough idea but rely on checking manually
Not really — I check my bank when I need to make a decision
No — cash flow is a constant source of stress or uncertainty
I have a chart of accounts that accurately reflects my business structure and is consistently used.
Yes — it's clean, organized, and appropriate for my business
It exists but I'm not sure it's set up correctly
It's a mess — things are miscategorized or inconsistent
I don't have one or don't know what this is
My HST filing, CRA remittances, and payroll obligations are handled on time and accurately.
Yes — everything is filed on time with no CRA issues
Mostly — but I sometimes file late or have minor issues
I have outstanding CRA filings or have received notices
I'm not sure what my CRA status is — this is not managed well
I am using accounting software consistently for my business finances.
Yes — QuickBooks, Xero, or similar, used consistently every month
I have software but don't use it regularly or correctly
I use spreadsheets or track things manually
I don't use any system — I rely on bank statements and receipts
I receive and review monthly financial reports (profit & loss, balance sheet, cash flow).
Yes — I review monthly reports and understand them
I get reports but don't fully understand what they're telling me
Reports are produced at year-end only, not monthly
I don't have financial reports — I work from bank statements
I can explain why my profit or loss changed from one month to the next.
Yes — I track variances and understand the drivers
Sometimes — I can explain it roughly but not with confidence
Rarely — I see the numbers but can't explain the movement
No — I have no visibility into what's driving financial performance
I have a budget for my business and track actual spending against it.
Yes — I have a current budget and review variances monthly
I have a rough budget but don't track against it formally
I had a budget at the start of the year but haven't looked at it since
I don't have a budget — I spend based on what's in the account
If I had to present my financial position to a board, funder, or lender today — I could do it confidently.
Yes — my financials are board/funder-ready at all times
I could pull something together but it would take time and cleanup
I couldn't do this confidently — I'd need significant preparation
I wouldn't know where to start
I have a financial forecast or projection for the next 6–12 months that I refer to when making business decisions.
Yes — I have forward-looking projections that guide my decisions
I have a rough sense of where we're headed but nothing formal
I make decisions based on current data — not projections
I don't have projections and don't know how to build them
I know my profit margins and which services, products, or programs are most and least profitable.
Yes — I track margins by product/service/program and use this to make decisions
I have a general sense but haven't broken it down precisely
I know overall profitability but not by service or revenue stream
I don't know my margins — I just know if money is coming in
My business is planning a significant move in the next 12 months — hiring, expansion, new programming, government contracts, or seeking funding.
Yes — and I have the financial infrastructure to support it
Yes — but I'm not confident our finances are ready to support it
Possibly — but we haven't planned financially for it yet
No — we're focused on stabilizing current operations
How much time do you or your team spend managing finances each month?
It's handled — minimal time because our systems work
A few hours per month — manageable but not ideal
Too much — financial admin pulls me away from actual work
It's a significant problem — finances consume disproportionate time
My year-end is smooth and stress-free — my CPA or accountant has everything they need without last-minute scrambling.
Yes — year-end is organized and predictable
It's okay — but there's always some scramble to pull things together
It's stressful — significant cleanup needed before we can file
Year-end is a crisis — it costs us significantly in accountant fees and time
Overall, how would you describe your relationship with your business finances?
Confident — finances are a strength and I make decisions from them
Functional — I manage but I know there's room to improve
Avoidant — I handle what I have to but I avoid diving in deeply
Overwhelmed — finances feel like a liability, not an asset
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