Client: Nathan Blair, founder of The Somatic School
Industry: coach training and accreditation
Work provided: monthly management accounts and meetings, budgeting and planning support
The Problem: A Growing Business Without Financial Visibility
The Somatic School trains and accredits coaches through programmes designed to shape highly skilled practitioners. Founder Nathan Blair is brilliant at his craft — but when it came to the financial side of the business, he felt out of his depth.
“I didn’t understand the P&L. Cash flow forecasts made no sense. Bookkeeping was happening, but I had no real confidence in it.”
Nathan wasn't short on ambition. He needed more than compliance: financial information he could understand and trust, and support to use it in his decisions.
What MBS Did
We started with a detailed onboarding to understand how The Somatic School operated financially, then put in place a mix of support designed around how Nathan works.
Monthly management accounts meetings
We took Nathan through the reports each month, explaining what they showed and how to read and use them. Over time he went from “I don't get this” to confidently leading team discussions about the business's financial performance. (For what good reporting should include, see 10 things good management accounts should tell you.)
A realistic budget
We built a budget that reflected actual business activity rather than wishful thinking, which Nathan now uses as a key decision-making tool.
Planning around longer-term goals
We held planning sessions to connect the financial plans to where the business was heading, and helped Nathan set focused short-term financial goals that linked to that bigger picture.
A client manager who knows the business
Working closely with Georgia, one of our client managers, gave Nathan a reliable point of contact. He could ask questions without feeling judged and get answers he could act on.
What Changed
Nathan now knows where the business stands financially. He's no longer second-guessing cash flow or avoiding reports — he uses them to make decisions, and budgeting is based on real activity rather than guesswork.
“MBS didn’t just help with the numbers — they helped me become the kind of business leader I wanted to be. I finally feel like I’m in control.”
— Nathan Blair, founder of The Somatic School
Find out more about our Financial Clarity work and how monthly management accounts are delivered.