Wellbeing Action Tool: A Practical Guide for Business Owners

Running a business means wearing a lot of hats and carrying a heavy load on your shoulders. From managing finances and teams to meeting deadlines and navigating uncertainty, business owners often put their own wellbeing last. 

But ignoring your own wellbeing and mental health has consequences—burnout, reduced clarity, and strained relationships. 

That’s where the Wellbeing Action Tool by Beyond Blue comes in. It’s a practical resource that helps business owners and their teams build and protect their mental wellbeing through small, consistent steps. 

At Beam Bookkeeping, we believe wellbeing is foundational to business success. That’s why we’re sharing this tool. It reflects our values—We Care, Do what we do well, and Put client needs front of mind every day. 

Why the Wellbeing Action Tool Matters to Business Owners 

Owning a business is rewarding—but it can also be isolating and overwhelming. 

 Common pressures include: 

• Financial management and compliance 

• Leading and supporting a team 

• Responding to constant change 

• Maintaining client relationships 

Without consistent wellbeing practices, these demands take a toll. 

We see it often in our work with clients. It’s why we’ve built a business around owning what we do and caring for the people behind the numbers, both in our team and yours. 

The Wellbeing Action Tool empowers business owners to step back, reflect, and integrate manageable actions that support their mental health—without needing complex programs or big time commitments. 

What is the Wellbeing Action Tool? 

Developed by Beyond Blue, the Wellbeing Action Tool is a free resource that helps people take charge of their mental wellbeing by creating a personal plan based on what works for them. 

It’s flexible, evidence-based, and grounded in real-world experience—just like the work we do with our clients at Beam. 

You can access the tool here Wellbeing Action Tool – Beyond Blue 

Key Steps in the Tool: 

• Identify what works for you 
  Activities that help you feel calm, energised, or grounded (e.g. walking, unplugging, music, time with loved ones). 

• Reflect on why these matter 
  Understanding why they help reinforces their value. It’s about speaking the complete truth, even to yourself. 

• Commit to doing them regularly 
  Small habits, done consistently, make a difference. Set realistic goals that fit your schedule. 

• Pause and recharge intentionally 
  Breaks aren’t a luxury—they’re a necessity. This is about mindful rest. 

• Foster connection and joy 
  Whether it’s team lunches, learning something new, or reconnecting with hobbies—joy matters. 

By using the Wellbeing Action Tool, you’re not just investing in yourself—you’re leading by example. That’s what owning what you do really looks like. 

Supporting the People Behind the Numbers 

At Beam Bookkeeping, we do more than keep your books in order. We support the people running the business. Whether that is sharing meaningful tools like this one, checking in on how you are, being an ear to listen or generally lightening your load, we are always looking for ways to live one of our core values of we care and help clients to smile big and dream bigger.