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p1 - Business Financial Health Check

1 / 10

1. If you have employees or contractors, how confident are you in your payroll compliance?

2 / 10

2. How clearly can you see your cash position 4–8 weeks ahead?

3 / 10

3. Have you ever had your business valued, or thought seriously about what it would take to sell or transition it?

4 / 10

4. How do you pay yourself from your business?

5 / 10

5. How current are your books right now?

6 / 10

6. Do you claim home office, vehicle, or meals & entertainment expenses?

7 / 10

7. When you make a major business decision such as hiring, pricing, a big purchase, what are you basing it on?

8 / 10

8. When did you last have a proactive tax planning conversation with your accountant — not just filing?

9 / 10

9. How is your business currently structured?

10 / 10

10. Do you know your CRA-assigned GST/HST filing frequency, and are you filing on time?

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