Financial Clarity Assessment for Canadian Business Owners
Free. No email required. Clarity in 2 minutes
Understand the real financial health of your business in minutes.
Many Canadian business owners know their books are “done” but still feel unsure about cash flow, taxes, and decisions like hiring or investing. This free Financial Clarity Assessment helps you understand where your finances are solid, where they are fragile, and what actually needs attention now.
It is not advice.
It is not a generic score.
It is a diagnostic built from real accounting and advisory work with Canadian small and mid-sized businesses.
What You Will Learn From the Assessment
In a few minutes, you will receive:
- A clear financial health score across key areas
- Visibility into hidden cash flow and reporting risks
- A distinction between urgent issues and future improvements
- Plain-language explanations you can act on immediately
No sales pitch. No pressure. Just clarity.
Who This Financial Clarity Assessment Is For
Designed for:
- 🍁Canadian business🍁 owners with active revenue and expenses
- Founders and operators managing real cash flow decisions
- Owners who want clarity, not generic financial advice
- Businesses that rely on accounting data to make decisions
Not designed for:
- Idea-stage or pre-revenue businesses
- Personality tests or mindset assessments
- One-size-fits-all financial advice
Privacy note:
We do not sell or share assessment data. Email is optional and only used to send results if you choose.
What You Will Learn From the Assessment
In a few minutes, you will receive:
- A clear financial health score across key areas
- Visibility into hidden cash flow and reporting risks
- A distinction between urgent issues and future improvements
- Plain-language explanations you can act on immediately
No sales pitch. No pressure. Just clarity.
How the Financial Clarity Assessment Works
Step 1
Answer 25 focused questions about how your business actually operates.
Step 2
Your responses are scored across cash flow, reporting accuracy, and decision readiness.
Step 3
You receive an instant report highlighting strengths, risks, and priorities in plain English.
Recognized for Practical Insight into Small Business Finance
Zenbooks and its leadership team have been featured in national publications and invited to speak at industry events on small business finance, accounting modernization, and operational clarity.
This Is a Diagnostic, Not Financial Advice
- Many tools offer advice before understanding the problem.
This assessment does the opposite.
It does not:
- Tell you what to buy
- Push a strategy
- Replace your accountant
It does:
- Diagnose clarity gaps
- Highlight risk patterns
- Surface decision blockers
- Show where better information would change outcomes
Think of it as a financial checkup, not a prescription.
Built by Practitioners Working With Canadian SMEs
This assessment was developed by Zenbooks, a Canadian accounting and advisory firm working with hundreds of small and mid-sized businesses across the country.
It reflects recurring patterns seen in real client work, including:
- Cash flow stress hidden by accrual reporting
- Delayed tax planning due to unclear data
- Late payments quietly constraining growth
- Financial systems that lag behind business complexity
Developed by Eric Saumure, CPA, CA
Co-founder & Principal, Zenbooks
Eric works with 350+ Canadian businesses on cash flow, tax planning, and financial visibility. His work has been featured in national publications including The Globe and Mail, CBC, CTV National, Canadian Press, with published commentary in Toronto Star, Hill Times and Policy Options(Think Tank) and speaking engagements at events including Open Banking Expo and Wagefest.
Answer 25 questions about your business
Answer are professionally weighted
Methodology
How this assessment works
- Questions are based on recurring issues observed across Canadian SMEs
- Scoring prioritizes cash flow, reporting accuracy, and decision readiness
- Benchmarks reflect real operating conditions, not theory
- Results remain private to you
