Beyond the Numbers: Getting to Know the Person Behind the Business

Prosperity on the Horizon

In this first episode of a special mini-series, we explore the importance of getting to know the individuals behind the businesses we serve. The episode delves into how personal connections, understanding values, goals and pain points shape our client relationships from the outset. It highlights our approach from the initial conversation to offering a free business health check, emphasising why we prioritise long-term partnerships over transactional interactions. This episode provides an in-depth look at our philosophy of aligning business success with personal well-being before diving into the numbers.

00:00 Introduction to the Mini Series

00:51 The Human Side of Business

01:35 Initial Client Conversations

02:42 Business Health Check

04:25 Detailed Assessment and Recommendations

05:58 Building Trust and Partnership

07:44 Conclusion and Next Steps

We will continue to cover topics that matter most to you - from unlocking profit opportunities to simplifying financial processes.

If you are listening to this podcast, chances are you are already on your way to exploring your numbers with a desire to understand and master your business finances, realising the transformative power that numbers hold for your business success.

If you are feeling like you’re doing everything but nothing seems to work, it’s crucial to get your business back on track. Sign up here to be the first to know how.

To help you on your journey of building a thriving business with healthy cash flow, I’ve published a podcast series (Episodes 1-8) to highlight the biggest mistakes that prevent businesses from succeeding. To assist you in maintaining a healthy cash flow in your business, I walk you through The 7 Deadly Cash Flow Sins and give you tips and strategies on how to overcome them.

You can grab a free copy of my e-book ‘The Seven Deadly Cash Flow Sins’ right here, right now.

Is your business making money but your bank account doesn’t show it? Use this FREE 7-Point ‘Plug the Profit Leaks’ Checklist to fix the gaps, take back control and start paying yourself with confidence.

Download our SMART GOAL SETTING guide which will help you achieve your business dreams in 2025!

STOP wasting money and start using this simple tool to track and cut unnecessary business expenses. Download our Subscription Tracker Template which will help you take control of your expenses, eliminate waste and keep money in your business!

Complete our FREE ‘Business Health Check’ form to give you insights into where you’re strong or weak in your business, where there are opportunities to improve, how your business is performing in terms of profitability, cash and time.

Join THE INTENTIONAL ENTREPRENEUR COMMUNITY today, a space for impact-driven entrepreneurs who are eager to think strategically and intentionally to build a thriving business and life.

Where to find us:

Available on all major podcast platforms: Apple Podcasts, Spotify, Google Podcasts and Amazon.

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If you’d like to find out more about Julianna and her business, visit www.horizonaccounts.com.au or follow her on LinkedIn and Instagram @horizonaccounts or book a free 30 minute Business Diagnostic Review Call.

Stay tuned for the next episode of Prosperity of the Horizon, the podcast that transforms businesses through the power of numbers and the story behind them.