Running a business isn’t just about profit margins and performance metrics, it’s about building a life that actually works for you. A quality of life audit is a powerful tool for founders who want more than just financial growth. It helps you align your time, energy, and income with what truly matters without burning out.
At striveX®, we work with founders who are serious about success but refuse to sacrifice their health, family, or freedom. A quality of life audit gives you clarity over how your business is serving you (or not) and creates a strategic framework to redesign it.
What is a quality of life audit?
A quality of life audit is a structured review that helps you assess three key areas:
- Time: Where is your time actually going, and is it aligned with your priorities?
- Money: Is your income matching the effort you’re putting in?
- Energy: Which tasks fuel you, and which ones drain you?
This is a data-driven check-in that reveals whether your current business model is sustainable or needs rethinking.
How to conduct your own audit
Start by blocking out 90 minutes, then split a blank page into three sections: time, money, energy.
@accountant_she How to do a quality of life audit 🤍
♬ original sound - Rachel @accountant_she
- Write down everything that currently fills your calendar.
- Assess what you’re being paid (per task or per service) and what feels worthwhile.
- Notice where you feel energised vs. where you feel exhausted.
Once you see it all on paper, patterns emerge fast, often showing that your “successful” business may actually be costing you your life.
Work with striveX® today
If your audit shows it’s time for change — we can help. Our team of proactive accountants supports ambitious founders with personalised financial strategy, management reporting, and systems that scale. Explore how we support limited company owners here.
From survival to strategy
Rachel used to take only what she needed to survive from her business. But over time, she realised that wasn’t enough to build the life she truly wanted.
Now, she runs a quality-of-life audit every year, not just as a reflection tool, but to set bold, personal financial goals that shape how her businesses grow. It’s become one of the most transformational tools in her consultancy work, and it often moves founders to tears (the good kind). Why? Because it flips the script. Instead of letting the business dictate how much a founder can take home, it puts them back in control, designing a business around their personal life and goals. Rachel walks her clients through a process that’s both affirmational and practical: identifying their ideal lifestyle, calculating how much income (and tax) that requires, and mapping that back to a clear monthly turnover target.
For many, it’s the first time their financial goals have ever felt truly personal—and that’s when the magic happens.
Build a business that works for you
Want support implementing your own quality of life audit? Our on-demand course, Quality of life audit, walks you through weekly, monthly and quarterly habits that support better income, clarity, and control
