EPISODE 180 : Why the right tools are just the start of your financial strategy!

Ever tried to use a “must-have” financial tool or calculation in your business, only to feel more confused than enlightened? You’re not alone. In this episode, we'll dive into why the one-size-fits-all formulas floating around the internet don’t always work—and more importantly, what does.

This episode came about from an eye-opening question from my last  Monday office hours (my new favourite part of the week!) that sparked a deeper look at how we use financial tools in our businesses. I'll admit: financial software like Xero and QuickBooks are brilliant starting points but they’re not the endgame. The real power comes from knowing what information you actually need, and building insight around those needs.

Here’s what you’ll get in this episode:

• The reality behind popular financial software – Why Xero, QuickBooks, and the like are great for tracking but don’t always provide the tailored insight your business craves.

• How to make your numbers work for you – I'll walk you through the essential questions to ask that will help you extract real value from your financial data.

• The underrated superpower of Google Sheets and Excel – Discover how spreadsheets unlock custom insights and reporting you can’t get from off-the-shelf software.

• A roadmap to smarter tracking – Learn how integrating the right tools (and asking better questions of your numbers) leads to better answers and visible business growth.

• A practical, five-minute challenge – and I'd like to invite you to get curious about your financials and take your first step toward meaningful clarity.

At the end of the day, I want to remind you: you don’t need to become an accountant. You just need the right questions, some curiosity, and confidence with your tools.

Ready to get more from your business numbers?
Listen now and discover how to create clarity, not chaos—no buzzwords required.

P.S. If you’re tired of figuring it all out on your own, join my free office hours sessions here for hands-on support!

If you're wanting to Get Started with Xero or Quickbooks ... simply check out my mini courses on my website www.amybajada.com.au