From Overwhelmed to In Control: How MBS Helped The Somatic School Master Their Finances

Industry: Coach Training & Accreditation

Client: Nathan Blair, Founder of The Somatic School

Service Provided: Management Accounts, Budgeting, Financial Coaching & Strategic Planning

Result: Full clarity, confident decision-making, financial systems built for growth

The Problem: Great Business, No Financial Control

The Somatic School trains and accredits coaches through transformational programmes designed to shape world-class practitioners. Founder Nathan Blair is brilliant at his craft — but when it came to the financial side of the business, he felt completely 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.”

Like many founders of fast-growing businesses, Nathan wasn’t short on ambition — he was just stuck when it came to understanding the numbers. It felt like trying to steer a ship without a compass.

He knew he needed more than just compliance. He needed clarity, confidence, and a team who could help him make financial decisions with direction — not guesswork.

The Turning Point: Partnering With MBS Accountants

Nathan joined MBS because he wanted more than spreadsheets. He wanted a team who could guide him, teach him, and walk alongside him as the business grew.

From the start, our approach was simple:

• Make the numbers make sense

• Build a system that fits his brain

• Help him feel in control, not overwhelmed

We started with a deep-dive onboarding to get under the bonnet and understand how The Somatic School operated financially. Then we introduced a tailored mix of services that gave Nathan the clarity he needed — without jargon, confusion, or overwhelm.

The Solution: Clarity, Strategy, and Support

Here’s what we put in place:

📊 Monthly Management Accounts (MA) Meetings

We broke down the reports into understandable insights and trained Nathan on 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.

🧮 Realistic Budgeting

We built a usable, logic-driven budget that reflected actual business activity — not wishful thinking. It’s now a key decision-making tool, not just a box to tick.

🎯 Strategic Planning Days

These helped Nathan zoom out and align financial plans with long-term goals. We looked at where the business was going and how the finances could support that growth.

⏱ Smart90 Goal Setting

Using our Smart90 framework, we helped Nathan set focused 90-day financial goals that connected to the bigger picture — and actually got done.

🤝 Trusted Partnership

Working closely with Georgia, one of our expert client managers, gave Nathan confidence that he had a reliable partner in his corner. He could ask questions without feeling judged and get answers that helped him take action.

The Outcome: From Chaos to Clarity

Nathan now leads The Somatic School with clarity and control. He knows exactly where the business stands financially. He’s no longer second-guessing cash flow or avoiding reports — he’s using them as tools to grow.

He’s gone from:

• ❌ Flying blind with no visibility

• ❌ Guessing his way through budgets

• ❌ Abdicating financial responsibility

  To:

• ✅ Making decisions with confidence

• ✅ Leading with clarity

• ✅ Building a financially secure future for the business

“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

Is Your Business in the Same Boat?

If you’re a coach, consultant, or training provider doing great work — but struggling with the financial side — you’re not alone.

We help purpose-driven business owners just like you:

• Understand your numbers without jargon

• Build realistic budgets you can stick to

• Plan for growth with clarity and confidence

• Feel in control of your finances — and your future

💬 Ready to Take Control?

You don’t need to change accountants to work with us.

You just need to start the conversation.

👉 Book a free clarity call and let’s talk about how MBS can help you go from chaos to clarity — just like Nathan did.