Financial tools & resources
Tools to help you understand your numbers
Practical templates, self-paced courses, and resources created by me from my years of working with NZ small businesses. Use them to get clarity on your financials whether you're ready to work with LBBS or not.
What you'll find here
The shop is my way of putting financial tools directly in the hands of business owners who want to upskill themselves. Some of you will use these resources and then book a consultation with LBBS. Others will use them independently and never work with us and that's fine. My goal is to help you understand your numbers. Full stop.
Our shop
Templates, courses & resources
Three categories. Pick what makes sense for where you are now.
Templates
Cashflow tools, profit trackers, and templates I use with my own clients. Download, plug in your numbers, and get instant clarity.
Browse templates
Courses
Self-paced online learning. Understand your P&L, cashflow basics, and how to price confidently using your actual numbers.
Browse courses
Resources Vault
Subscriber-only deep-dives on cashflow, profitability, and financial strategy. Coming soon in Phase 2 of the shop.
Join the waitlist
💚
Cashflow Health Check
Your instant financial snapshot
Start free with Cashflow Health Check
This is your entry point. The Cashflow Health Check is a simple self-audit tool that asks you 20 questions about your business revenue, expenses, cash position, growth. Answer them honestly, and you get a personalised report showing your cashflow health score and exactly where to focus first.
It's free. It's fast. And it'll give you immediate clarity on whether your business is running tight, comfortable, or strong.
It's free. It's fast. And it'll give you immediate clarity on whether your business is running tight, comfortable, or strong.
- 20 targeted questions
- Instant health score
- Personalised recommendations
- Export and save your report
Before you buy
Start here. It's free.
You don't need to buy anything to get started. These free resources will help you understand your financials right now.
10 Cashflow Questions Every Owner Should Ask
A simple guide to the 10 questions that give you the clearest picture of your cash position. Download it, answer them in 20 minutes, and you'll know if your cashflow is healthy.
Download guide
Profit vs. Cashflow: The Quick Guide
This is the one thing that confuses most business owners. I've written a 5-minute explainer that makes it crystal clear. No accounting jargon, just real explanation.
Download guide
The Pricing Confidence Checklist
Suspicious you're undercharging? This simple checklist walks you through the calculation of your true cost base then you'll know exactly what you need to charge to be profitable.
Download checklist
Monthly Financial Rhythm Template
Set yourself up to check your numbers every month. This template gives you a simple cadence what to look at, when to look at it, and what decisions each metric informs.
Download template
Not ready for advisory yet?
That's what the shop is for.
Some business owners want to upskill first. Some want to stay independent. Some are testing the waters before committing to the full LBBS Pathway. The shop gives you the tools to understand your numbers on your own timeline. And if you decide you want a partner to do it with you, that's when we talk about bookkeeping, Foundations, or Advisory.
Trusted by
NZ Mortgages
Hot Water Shop
Gladwell Finance
FixHR
Aquacare AHC
My Daily Digital
Ready for the full journey?
Let's talk about the LBBS Pathway
If the templates and courses are teaching you what you need to know, and you're ready to have someone manage your bookkeeping and guide your strategy, book a free consultation. We'll talk about where your business is and which stage of the Pathway makes sense for you.
Free · No obligation · 30 minutes · Auckland-based, NZ-wide