Survey 

1. Are you a business owner? *

Choose one.

yes

no

2. If yes, what is your current business structure?

Choose one.

incorporated

sole proprietor

partnership

in planning stage but not yet set up

3. If your business is already set up, what size is your business including yourself?

Choose one.

1

2

3-5

6-10

11 or more

4. How are your finances/books currently managed?

Choose all that apply.

I do them myself

someone on my team does them

I outsource them

they aren't being managed currently/I'm within my first fiscal year

5. What are your biggest challenges as a startup/small business owner?

Choose all that apply. If other, please add a comment for question #5 at the bottom of this form.

startup responsibilities (incorporation/registration, HST/payroll set up)

projections/forecasting

financial statements

cash flow planning

your first fiscal yearend

your next fiscal yearend

other

6. If you outsourced your financial management, how would you choose to work with that provider?

Choose one. If other, please add a comment for question #6 at the bottom of this form.

strictly virtual (online/email)

combination of virtual/in person

strictly in person

other

7. If you are currently using accounting software, what do you use?

Choose all that apply. If other, please add a comment for question #7 at the bottom of this form.

QuickBooks

Sage/Simply Accounting

other

Excel only

8. How long does your financial management take each month?

Choose one.

half day

1 day

1.5-5 days

9. If your company is incorporated or you plan to incorporate, when is your fiscal year end?

Choose one. If other, please add a comment for question #9 at the bottom of this form.

December 31

March 31

June 30

September 30

other

10. If you have outsourced your financial management in the past, were you satisfied with these services?

Choose one. If desired, please add a comment for question #10 at the bottom of this form.

yes

no