Small Business Financial Strength Checklist

1. Core Accounting Fundamentals

I track my business’s monthly revenue and expenses

I know my profit margins by product/service

I monitor my cash balance and runway

I follow up on overdue invoices

I know upcoming bills and financial obligations

I understand the difference between cash flow and profit

I understand accrual vs. cash-based accounting

I handle sales tax (e.g. HST) correctly

2. Your Financial Confidence

I feel confident making financial decisions

I know how much I can pay myself or reinvest

I understand key financial reports

I can forecast revenue and expenses

I understand my business’s financial health

3. Your Current Accountant

Handles my year-end tax filing

Files HST/GST and payroll taxes on time

Helps with proactive tax planning

Provides regular financial reports

Supports cash flow forecasting

Acts as a strategic financial partner

Understands my business model

4. Emotional & Strategic Alignment

I feel confident about my finances

I look at my numbers regularly

I have financial clarity and control

I have a strong understanding of my financial position

My accountant is proactive and identifies opportunities to me

I have full confidence in my accountant

I don't have a need for a true financial partner

Your score: 0%

Want help turning your financial confusion into clarity?

Schedule a free discovery call with Vistance Accounting today.

Small Business Financial Strength Checklist

1. Core Accounting Fundamentals

2. Your Financial Confidence

3. Your Current Accountant

4. Emotional & Strategic Alignment

Want help turning your financial confusion into clarity?

Email Your Results

70% of Small Businesses are Missing out on $1000s in tax refunds. Are you one of them?

DISCUSS YOUR ACCOUNTING NEEDS?

Contact us for a free consultation about your business and accounting needs.

Small Business Financial Strength Checklist

1. Core Accounting Fundamentals

2. Your Financial Confidence

3. Your Current Accountant

4. Emotional & Strategic Alignment

Want help turning your financial confusion into clarity?

Email Your Results

70% of Small Businesses are Missing out on $1000s in tax refunds. Are you one of them?

DISCUSS YOUR ACCOUNTING NEEDS?

Contact us for a free consultation about your business and accounting needs.

Please enter your name and email to download your investor check list!