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Business Clarity Preperation Form

Thank you for booking your Complimentary Business Clarity Strategy Session™.

Please take 5 minutes to complete this short preparation form before our meeting.

Your responses will help me understand your business, your goals and your biggest challenges so that we can spend our time focusing on practical solutions that will have the greatest impact.

During our session, we'll discuss your responses, identify opportunities to improve your financial clarity, cash flow and profitability, and determine the next best steps for your business.

I look forward to meeting you.

Inge Madden
Founder | Madden True North Advisory

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Question 1 of 8

How long have you been in business? 

A

Less than 1 year

B

1-3 years

C

3-5 years

D

More than 5 years

Question 2 of 8

Which of the following best describes your biggest challenge right now? (Choose up to 3)

(Select all that apply)
A

Profitability

B

Cash Flow

C

Paying myself consistently

D

Tax Efficiency Planning

E

Pricing Services

F

Growing my business

G

Understanding my numbers

H

Building better systems

I

Team and people

J

Time Management

K

Business Strategy

L

Financials and Business Financing

M

Other

Question 3 of 8

How does cash flow feel most of the time?

A

Very tight – I’m often stressed about cash

B

Up and down – some good months, some stressful

C

Mostly stable – I’d like more buffer Comfortable and predictable

Question 4 of 8

Which areas would you like support with? (Select all that apply.)

A

Ongoing accounting & compliance

B

Monthly financial management & reviews

C

Tax Planning

D

Strategic advisory / coaching

E

Fractional CFO Services

F

I’m not sure yet – I just know I need clarity

Question 5 of 8

Which statement best describes your current financial position?

A

I understand my numbers and feel in control.

B

I understand some of my numbers but want more clarity.

C

I often make financial decisions based on my bank balance.

D

I feel overwhelmed and don't know where to start.

Question 6 of 8

As the owner, do you currently pay yourself a consistent salary or owner's draw?

Question 7 of 8

What would success look like for your business over the next 12 months?

Question 8 of 8

If we identify opportunities during our session that could improve your business, how ready are you to take action?

A

Ready to invest now.

B

I'd like to explore the options.

C

I'm gathering information at this stage.

Confirm and Submit