Scale
Full financial partnership.
Every number. Every month.
Scale is the most comprehensive bookkeeping package we offer. Everything in Growth, plus monthly 60-minute Know Your Numbers meetings, budgeting and forecasting, profit analysis, debtor management, and admin and inbox support. Built for established businesses that want a true financial partner.
Starting from $2,000 per month + GST
Fixed fee. Our most complete financial partnership package.
Scale is everything in Growth — weekly reconciliation, payroll, Loom videos, AP processing — plus monthly 60-minute Know Your Numbers meetings, budgeting and forecasting, profit analysis, debtor management, and admin and inbox support. It's the most complete version of what we do.
Scale is for established businesses that have moved past "just keeping the books." You want financial clarity at every level — past, present, and future. You want someone managing your debtors, supporting your admin, and helping you budget and forecast with confidence. That's Scale.
Scale is for established businesses that have moved past "just keeping the books." You want financial clarity at every level — past, present, and future. You want someone managing your debtors, supporting your admin, and helping you budget and forecast with confidence. That's Scale.
Perfect For
Who chooses Scale
Established, complex businesses
You have employees, AP, debtors to chase, and a business that runs at real scale. You need a financial partner who handles the complexity end-to-end — not just the books, but the full picture.
Want to plan ahead, not just report back
You want budgets. You want forecasts. You want to know not just what happened, but what's coming and how to prepare for it. Scale includes budgeting and forecasting so you're always operating with a plan.
Ready for a true financial partner
You want monthly meetings, not quarterly ones. You want debtor management handled. You want inbox and admin support. You want someone fully embedded in the financial engine of your business. That's Scale.
What you get with Scale
Everything in Growth, plus:
- Monthly 60-minute Know Your Numbers meeting (upgraded from quarterly)
- Budgeting and forecasting — annual budget built and tracked monthly
- Profit analysis — deep-dive into your margins, drivers, and trends
- Debtor management — tracking, chasing, and reporting on outstanding invoices
- Admin and inbox support — financial admin handled alongside the books
Monthly Routine
- Weekly Xero reconciliation and payroll processing
- GST returns prepared and filed on time
- Monthly P&L, balance sheet, cashflow summary
- Monthly Loom video walkthrough from Sarah
- AP processing — bills coded and managed
- Real-time cloud access and IRD compliance tracking
- Year-end books ready for your accountant
Monthly Know Your Numbers Meeting
This is what makes Scale different from every other package. Every month — not every quarter — you sit down with Sarah for a 60-minute Know Your Numbers meeting. You go through your financials in depth. You review the budget vs actuals. You look at cashflow. You talk about what's coming and what decisions need to be made.
Monthly meetings mean nothing drifts. Problems get caught early. Opportunities get noticed. And you're always operating with full financial clarity — not playing catch-up at quarter end.
Monthly meetings mean nothing drifts. Problems get caught early. Opportunities get noticed. And you're always operating with full financial clarity — not playing catch-up at quarter end.
Budgeting, Forecasting & Profit Analysis
Scale includes an annual budget built with Sarah, tracked against actual results every month. You'll see exactly where you're ahead of plan, where you're behind, and why. Combined with cashflow forecasting and monthly profit analysis, you're never operating blind. You'll know where your margins are, what's driving profit, and what to focus on next.
Scale clients operate with a 12-month financial roadmap, reviewed and updated monthly
A Client Story
What Scale clients say
"Scale is the most comprehensive financial support I've ever had. Monthly meetings mean I'm never surprised. The budget vs actuals tracking keeps me honest. And having debtor management handled has completely changed my cashflow. I feel like I actually run my business now — instead of my business running me."
Next Level
Scale clients and the Advisory pathway
Many Scale clients also work with Sarah on advisory.
The Scale package handles everything financial operations — books, payroll, AP, debtor management, budgeting, forecasting, monthly meetings. But some clients also want dedicated strategic advisory alongside it. That's where our programs come in.
The Foundations program is a 90-day deep-dive into profit strategy, cashflow clarity, and financial decision-making — typically done as a standalone program or alongside Scale bookkeeping.
The Growth Advisory program provides 6 months of deeper advisory sessions and a Financial Business Blueprint — ideal for Scale clients who want structured strategic guidance on top of their monthly operations.
Scale clients get priority access to all new advisory programs and services.
Learn about foundationsThe Scale package handles everything financial operations — books, payroll, AP, debtor management, budgeting, forecasting, monthly meetings. But some clients also want dedicated strategic advisory alongside it. That's where our programs come in.
The Foundations program is a 90-day deep-dive into profit strategy, cashflow clarity, and financial decision-making — typically done as a standalone program or alongside Scale bookkeeping.
The Growth Advisory program provides 6 months of deeper advisory sessions and a Financial Business Blueprint — ideal for Scale clients who want structured strategic guidance on top of their monthly operations.
Scale clients get priority access to all new advisory programs and services.
Questions?
Scale Package FAQs
The monthly Know Your Numbers meeting is 60 minutes, every month. We review your financials in depth — P&L, balance sheet, cashflow, budget vs actuals. Sarah talks through what changed, what's important, and what decisions need to be made. It's a proper financial debrief, not a quick check-in. Monthly means you're always ahead of any issues, not catching up to them.
Debtor management means we track your outstanding invoices, follow up on overdue accounts, and provide you with a regular debtors report. You'll always know who owes you, how much, and how overdue they are. We can also help set up automated payment reminders in Xero. This is one of the biggest cashflow improvements our Scale clients experience — getting paid faster because the follow-up is consistent.
We build an annual budget with you at the start of each year — revenue targets, cost categories, profit goals. Then every month, we track your actuals against that budget. You can see exactly where you're ahead, where you're behind, and what adjustments to make. Forecasting looks forward — cashflow projections, revenue pipeline, upcoming costs — so you're making decisions with future visibility, not just hindsight.
Admin and inbox support means we help manage financial-related emails and admin tasks that sit alongside your bookkeeping. This might include responding to supplier queries, helping manage your financial inbox, processing invoices, or handling financial administration that would otherwise take up your time. The exact scope is agreed with you at onboarding — but the goal is to take the financial admin load off your plate.
Yes. Many Scale clients also do our Foundations program or Growth Advisory alongside their bookkeeping. The Scale package handles all your financial operations. Advisory handles the strategic layer on top. They work extremely well together. We can talk through what combination makes most sense for your business when you book your free call.
Ready to scale strategically?
Let's talk about Scale for your business.
Book a free call. We'll review your current setup, discuss what full financial partnership looks like for your business, and confirm Scale is the right fit.