In episode 84 of Prosperity on the Horizon and the fourth installment of our mini series on client services, Juianna provides insights into the realm of advisory services beyond traditional bookkeeping. The episode explains what advisory means, how it can help business owners make better decisions and the tools used to provide management reports, cash flow forecasts and performance dashboards. Julianna also talks about the importance of understanding financial storytelling and strategic support for businesses. Real-life examples illustrate how advisory services can transform business operations by offering clarity and strategic guidance. Listeners are encouraged to join our three-week Business Reset program to gain control and confidence in their business decisions.

00:00 Introduction to Episode 84: Advisory in Action

00:14 Understanding Advisory Beyond Bookkeeping

00:46 The Practical Side of Advisory Services

01:38 Tools and Reports for Better Business Decisions

03:40 Strategic Support and Planning

04:40 Client Success Story: From Overwhelmed to In Control

05:46 Final Thoughts and Next Steps

If you are feeling like you’re doing everything but nothing seems to work, it’s crucial to get your business back on track. If you are ready to master the ability to use your numbers for maximising your profit and cash in your business, be the first to be notified about our ‘3-Week Business Reset’ and start building your dream business and life!

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.

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.

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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.