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Finessa

Financial Clarity Blueprint Questionnaire

The more detail you share, the better I can tailor your Financial Clarity Blueprint to your business. No need to have all the answers—just be honest about where things stand. If you’re unsure, feel free to say so!

1. Let’s Start with the Basics

How long have you been running your business?
Less than 1 year
1-3 years
3-5 years
5+ years
How is your business structured legally?
Sole Proprietor
Incorporated
Partnership
I’m not sure

2. Business Registration & Taxes

Do you have a Business Number (BN) registered with the CRA?
Yes
No
I'm not sure
Are you currently registered to collect GST/HST?
Yes
No
I'm not sure
Do you have a MyCRA Business account set up?
Yes
No
I'm not sure
Who files your taxes?
I do it myself
A bookkeeper or accountant
I’m not sure

3. Revenue, Pricing & Payments

How do your clients usually pay you? (Check all that apply)
How do you typically send invoices?
Accounting software
Manually
I don’t send invoices
I’m not sure
Do you charge late fees for overdue invoices?
Yes
No

  1. Managing Money: Receivables & Payables

Do you keep track of who owes you money?
Yes
No
I'm not sure
Do you currently have overdue invoices?
Yes
No
I'm not sure
Do you track what you owe to others?
Yes
No
I'm not sure

5. Cash Flow & Profitability

Do you track your cash flow (what’s coming in vs. what’s going out)?
Yes
No
I'm not sure
How often do you review your finances?
Weekly
Monthly
Quarterly
Rarely or never

6. Bookkeeping & Reporting

Who manages your bookkeeping right now?
I do it myself
I outsource it
No system in place
How often are your books updated?
Weekly
Monthly
Quarterly
Only at tax time
Not regularly
I’m not sure

7. Business Banking & Debt

Do you have a separate business bank account?
Yes
No
Do you use a business credit card?
Yes
No
I'm not sure
Do you have any outstanding business debt (loans, credit cards, lines of credit)?
Yes
No
I'm not sure

  1.  Biggest Challenges & Goals

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