Hey Legend,

 

Meet Alex.

 

He is the Director of Meaningful Activities. An Adelaide-based occupational therapy business.

 

We recently worked together to unpack Alex’s business finances.

 

In today’s newsletter you will learn why Alex:

 

Watch the full conversation here.

Daniel: Hey Alex, tell us a bit about your business and who you help.

 

Alex: Thanks, Daniel! I run an occupational therapy service, mostly working with NDIS participants. We do community-based therapy, so we go to people’s homes, schools, or meet in natural settings to help them with meaningful activities, like personal care, going to work, or school.

Daniel: How long have you been in business?

 

Alex: I started in 2021 as a sole trader. But after a year, I knew I wanted to grow, so I transitioned to a company structure.

 

Daniel: That’s a big move! Why did you feel the need for coaching around finances?

 

Alex: Honestly, finances have never been my strong suit (I’ve always hated math!). I worked with accountants, but I was still missing that deep understanding of my numbers. I realised I needed someone to really break it down and help me get a grip on the financial side of the business.

Daniel: We had a finance strategy session where we really dug into your numbers. How did you feel afterward?

 

Alex: I felt a huge sense of relief and hope! Before, I was relying on others to manage my spreadsheets. But after our session, I finally understood what numbers to focus on, and how to take control of my finances.

Daniel: You mentioned before that working with a coach was different from working with an accountant. How so?

 

Alex: Accountants handle the tax and bookkeeping, but they don’t really teach you how to understand and manage your numbers. That’s what I got from working with you – it wasn’t just about someone doing it for me. You taught me how to take charge, track expenses, and really look at what’s coming in and going out. That was the game-changer.

Daniel: A lot of business owners rely on accounting software to manage their money. What’s been your experience?

 

Alex: Yeah, I’ve used Xero and others, but they can feel disconnected. When we worked through everything on Google Sheets and my bank statements, it felt more real. I finally had a clear picture of my numbers, and I could play around with the data, like budgeting and forecasting, in a way that made sense to me.

Daniel: I’m so glad you feel more empowered now! Any final thoughts?

 

Alex: I just want to say thank you, Daniel. You’ve given me the confidence and skills I needed to manage my business finances. I now feel in control, and that’s huge!

I love stories like Alex’s.

 

Because it shows how powerful it is to understand your numbers. And not just rely on someone else to manage them for you.

 

Do you feel like you could use a deeper connection with your business finances?

 

Let’s have a chat and see how I can help you do the same.

 

Have a great day,