Self-assessment

Solo Founder Readiness Check

Ten questions to surface where your solo operation has gaps before they cost you real money. Answer honestly — this is the same diagnostic lens we use in the first fifteen minutes of a Foundation Session.

1. 01Do you have more than one active paying client right now?

   NoRarelyMostlyYes

2. 02Have you filed a T2125 for every year you've operated as a sole proprietor?

   NoRarelyMostlyYes

3. 03Can you state your effective hourly rate after subtracting admin and non-billable hours?

   NoRarelyMostlyYes

4. 04Do you use a dedicated business bank account separate from personal finances?

   NoRarelyMostlyYes

5. 05Does any single client represent more than 60% of your total revenue?

   NoRarelyMostlyYes

6. 06Do you know whether you've crossed the $30K GST/HST registration threshold?

   NoRarelyMostlyYes

7. 07Do you have a documented 90-day priority list for your business?

   NoRarelyMostlyYes

8. 08Do you set aside funds for quarterly CRA tax instalments?

   NoRarelyMostlyYes

9. 09Have you modeled whether sole proprietorship or incorporation is better at your current income?

   NoRarelyMostlyYes

10. 10Do your client proposals include a separate line for applicable taxes?

    NoRarelyMostlyYes