Take the Quiz
Do You Really Need a Bookkeeper?
Think your bookkeeping is really on track? Take this quick quiz to find out if you're truly saving time, staying tax time ready, getting paid on time, and fully understanding your numbers. See if you’re as on top of your business finances as you think!
First up, what should we call you?
How do you feel about juggling your business finances?
Think about tracking expenses, balancing books, invoicing clients, making sure you get paid, staying tax time ready, and understanding your cash flow.
Choose the option that you most relate to:
- Total Pro: "I’ve got this! Everything's organized, I’m always ahead of the game, and tax season is just another day for me."
- Getting There: "I manage okay, but sometimes it feels like I’m juggling too many numbers. Could definitely use some help to smooth things out."
- Send Help!: "It’s a mess. Tracking expenses and dealing with tax season feels like solving a puzzle with missing pieces—and it’s stressing me out!"
How are you keeping track of your monthly expenses?
This is all about SAVING TIME! Choose the method that sounds most like you:
- Tech-Savvy: "I use apps and software to keep things organized—everything is neatly categorized, and I barely break a sweat!"
- Spreadsheet Warrior: "I’m sticking with spreadsheets and manual entries. It’s slow and feels like a puzzle every month, but hey, it gets done... eventually."
- Last-Minute Scrambler: "I leave things until the last minute, and by tax time, it’s a mad dash to pull everything together. It’s stressful!"
How smooth is your process for invoicing clients and getting paid on time?
Choose the description that best matches your approach:
- On-the-Ball Biller: "I send out invoices right on schedule and follow up promptly. Clients rarely miss a payment deadline."
- Laid-Back Follower: "I get the invoices out, but sometimes I’m a bit slow on the follow-up. Chasing late payments isn’t my top priority."
- Last-Minute Hustler: "Invoicing and following up on payments? Let’s just say it’s always a rush job—clients can slip through the cracks, and payments get delayed."
How well do you manage paying business expenses on time while keeping cash flow positive?
Can you comfortably cover your bills and still pay yourself each month?
- Steady Handler: "I’ve got a rhythm—bills get paid, and I always make sure to pay myself. Cash flow runs like a well-oiled machine."
- Tightrope Walker: "I manage to pay the bills, but my paycheck varies month to month. Some months, it feels like I’m walking a financial tightrope."
- Scrambler: "It's always a scramble. I’m constantly pulling things together last minute and hoping I have enough left over to pay myself."
How prepared are you when it comes to setting aside and remitting HST/GST and also being ready for tax season?
Staying tax-compliant is a must! Pick the option that fits your tax situation:
- Proactive Planner: "I set aside HST/GST and my personal income tax regularly. I’m always on schedule with remittances. Tax season is a breeze!"
- Last-Minute Adjuster: "I usually manage, but I find myself scrambling at the last minute to set aside enough for taxes. It’s not smooth, but I get it done."
- Crisis Manager: "It’s chaos. I’m always rushing to set aside and remit taxes right before deadlines. It’s a major source of stress!”
How prepared and stress-free do you feel as tax season approaches?
Choose the option that best describes your readiness for both business and personal taxes:
- Fully Prepared: "I’m all set! My systems keep me organized, and tax season doesn’t faze me. I’m ready well in advance."
- Somewhat Stressed: "I get through it, but tax season always feels like crunch time. It’s anxiety-inducing as deadlines get closer."
- Panic Mode: "Tax season? More like Stress season. I’m usually scrambling to meet deadlines and it’s a yearly panic attack."
How well do you understand if your business is profitable?
Are you working with an accountant or financial expert to understand if your business is profitable over the long term?
- Profit Pro: "I know my numbers inside and out, and I regularly check in with my accountant or financial expert to make sure I’m on track."
- Kinda Guessing: "I think I know where my business stands, but sometimes things get fuzzy. I touch base with a financial pro now and then."
- Flying Blind: "I’m not really sure how profitable I am. I haven’t teamed up with a financial expert yet, but it might be time to start. This is stuff I really need to know.”
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Congrats! Your quiz results show you’re already nailing your bookkeeping. Your expenses are tracked, you’re tax time ready, and your numbers are on point. But imagine if you could save even more time and dive even deeper into your business’s financial health—without lifting a finger?
You’re already ahead of the game, but I can help you save hours each month, keep your cash flow steady, and make sure you’re always tax-compliant. Why not take things to the next level?
Call me anytime at 416-999-3670 for a no-pressure chat, or if you prefer, you can book a call by clicking on the button below. Let’s make your great system even better!
Your quiz results show that you’re doing a solid job managing your bookkeeping, but let’s face it—keeping up with everything is time-consuming. That’s time you could be using to grow your business, not tracking receipts or chasing payments.
Imagine having everything in your books organized, invoices sent on time, and tax season a breeze—all without the extra stress. You’re almost there, and with a few tweaks, we can get you running like clockwork.
Want to explore how we can make that happen? Call me anytime at 416-999-3670 for a no-pressure chat, or book a call by clicking on the button below. Let’s save you time and take your bookkeeping to the next level!
Your quiz results show that bookkeeping is likely a big source of stress—and trust me, you’re not alone. Keeping track of expenses, getting paid, and staying tax-compliant can feel like a never-ending job. But here’s the thing: it doesn’t have to be.
Imagine no more chasing invoices, no more scrambling to file taxes, and no more stress about where your money’s going. I can help you get your bookkeeping under control and save you time, so you can focus on what really matters—growing your business.
Call me anytime at 416-999-3670 for a no-pressure chat, or book a call by clicking on the button below. I’m here to make your life easier!
