BUILD A BUSINESS THAT FUNDS THE LIFE YOU WANT…
You’ve worked hard for your success – now it's time your business serves you.
THE PROBLEM
Your business shouldn’t hold you back from living your life
Most business owners started with freedom in mind, yet somewhere along the way the paperwork, the BAS, the cash-flow stress and the “always on” mode creep in.
The result? You’re working harder than ever, but something’s still missing. Your business is running - but you’re not really living.
MEET DAVID
Your Accountant, Advisor &
Bucket-List Partner
With over 30 years helping small business owners improve profitability and gain financial clarity, David brings more than number-crunching. He helps you align your business success with the life you really want.
Founder & Director of The Bucket List Accountant, host of the Bucket List Accountant podcast, passionate about turning business profit into real-life memories.
32 years as a CPA/adviser.
WHAT BUSINESS OWNERS ARE SAYING
“Before working with David, I was constantly putting out fires.
Now, I know exactly where my cash is going — and I just booked a six-week Europe trip I never thought possible.”
— Sarah, Cafe Owner – Melbourne
“David helped me see that profit on its own isn’t success. Success is using the business to create experiences — with family, travel, and time away from work.
We mapped out my bucket list and then built a financial and business plan that actually supports it. I finally feel confident that I’m not leaving life until ‘someday’.”
— Sean, Farm Consultant - Geelong
“I was exhausted and questioning why I even started my business. Through David’s bucket list process, I realised the business had drifted away from the life I wanted. Together, we reset the direction so the business once again supports my personal goals — not the other way around. I still work hard, but now it feels like it’s leading somewhere meaningful.”
— Simon, Tradie - Melbourne
“David helped me see that my business can actually fund my family’s lifestyle.
I’ve never felt more in control of both my books and my life.”
— Mark, Builder – Brisbane
THE PLAN (HOW IT WORKS)
A Simple Plan to Build Profit and Freedom
STEP 1- Get Clarity
Review your numbers, uncover the hidden profit opportunities.
STEP 2 - Build Your Plan
Design a combined business + life roadmap: your profit goals, your bucket-list goals, and how they intersect.
STEP 3 - Stay Accountable
Monthly or quarterly check-ins to track both business wins and life wins.
WHAT’S INCLUDED
Everything You Need to Grow Profit and Live Freely
Here’s what you’ll receive:
✔ Annual Financial Statements & Tax Return
✔ BAS Review + Bookkeeping (Xero & Hubdoc)
✔ Quarterly Reports on Key Numbers
✔ Cash flow & Budget Planning
✔ Annual meeting to map next 12 months
✔ Monthly/Quarterly meetings to review targets
✔ Liaison with your professional team (lawyer, broker, adviser)
✔ Bucket List Goal Setting Session: you define your life goals, we map how the business funds them
✔ Structured Plan + Accountability
SUCCESS VISION
Imagine a Business That Gives You Freedom
Picture this: your business runs smoothly, profits are growing, you’re confident in your cash flow and systems - and you’ve got time to travel, spend with family, tick off that big goal you’ve always had in mind.
CONTRAST - SUCCESS VS FAILURE
Where Will You Be 12 Months From Now?
With Us:
✔ Financial clarity & more time for life
✔ Profitable, purpose-driven business
✔ Bucket-list goals becoming reality
Without Us:
✖ Constant stress, reactive mode
✖ Business running you
✖ Dreams still “one day” away
Join the Business Owners Who Chose Life First OR See What’s Possible When Business Funds Life OR Our Clients’ Wins
★★★★★
“What sets David apart is that he doesn’t start with tax — he starts with life. He helped us get clear on what we actually want to experience while we’re still healthy enough to enjoy it.
Once our bucket list was on paper, the business decisions became easier. We now know why we’re working, what we’re working toward, and when enough is enough.”
— Paul & Simone – Wholesale Distributors
★★★★★
“When we first sat down with David, our ‘bucket list’ was just a nice idea — travel, more time with the kids, and less stress — but we had no plan and honestly didn’t believe it would happen anytime soon. We committed to taking our kids on a 6-week overseas trip before they hit their teenage years. That became the non-negotiable goal.
From there, David helped us redesign the business so it could run without us day-to-day. Twelve months later, we took that trip. The business didn’t fall apart — it actually performed better.
— Pauline & Ivan
★★★★★
“Before working with David, our business was busy but aimless. We were working hard, but we couldn’t clearly answer what it was all for.
David helped us define our bucket list — travel, time with our kids, and freedom — and then reverse-engineer the business to support it.
For the first time, the business has a purpose beyond just making money. We’re not just running a business anymore — we’re building a life.
— Garry & Rebecca – Restaurant Owners
