How We Work
Partnership that
puts your numbers to work.
Here's what it looks like to work with LBBS from your first conversation through to confident, strategic financial management. No surprises. Just clarity.
The LBBS Pathway
From bookkeeping to business growth.
Every LBBS client starts with clean books. From there, we move you through a deliberate pathway — because great bookkeeping is only the beginning.
01
Bookkeeping
We get your books clean and accurate. Transactions categorised properly, bank reconciliations complete, GST handled correctly. The foundation for everything that comes next.
- Full monthly bookkeeping
- Xero setup & management
- Bank reconciliation
- GST compliance
- Monthly reporting
$500–$1,500/month
02
Profit & Cashflow Foundations
We help you understand what your numbers mean. Your actual profitability, where your cashflow bottlenecks are, and how to price properly for sustainable growth.
- Profit & loss analysis
- Cashflow forecasting
- Pricing strategy review
- Cost structure analysis
- Strategic recommendations
$4,500–$6,000 / 3 months
03
Growth Advisory
We become your strategic financial partner. Monthly reviews, proactive advice, and decisions informed by your numbers. This is advisory-level thinking for your business.
- Monthly financial reviews
- Strategy development
- Performance dashboards
- Growth planning
- Quarterly check-ins
$9,000–$18,000 / 6 months
Getting Started
The path from first call to first month.
1
Free Consultation
We learn about your business, understand where you are now, and talk honestly about what financial clarity could unlock for you.
2
Proposal & Planning
We put together a custom proposal showing exactly what we'd do, the cost, and the timeline. No surprises just clarity.
3
Xero Setup
We set up Xero (or optimise your existing setup), get all your historical data loaded, and make sure everything is configured for success.
4
Monthly Rhythm
We establish your regular bookkeeping schedule, create your monthly reporting process, and you start seeing clarity every single month.
A Typical Month
What the LBBS experience looks like in practice.
Days 1–5: We process all your transactions invoices, expenses, bank feeds. Everything is categorised correctly and reconciled.
Days 6–8: We prepare your monthly financial statements: profit & loss, balance sheet, and a custom report just for you. No jargon just what matters.
Day 10: You receive your monthly report plus a short Loom video from Sarah walking through the highlights. What's trending up? What needs attention? What's on track?
Throughout: We're in your WhatsApp group (if you want) for quick questions. We flag anything unusual immediately. We're not just looking at numbers we're thinking about your business.
Quarterly: Deeper conversation. We review performance against targets, discuss strategic adjustments, and plan for the next quarter.
Days 6–8: We prepare your monthly financial statements: profit & loss, balance sheet, and a custom report just for you. No jargon just what matters.
Day 10: You receive your monthly report plus a short Loom video from Sarah walking through the highlights. What's trending up? What needs attention? What's on track?
Throughout: We're in your WhatsApp group (if you want) for quick questions. We flag anything unusual immediately. We're not just looking at numbers we're thinking about your business.
Quarterly: Deeper conversation. We review performance against targets, discuss strategic adjustments, and plan for the next quarter.
Monthly Timeline
Days 1–5
Bookkeeping & reconciliation
Days 6–8
Report preparation
Day 10
Your monthly report arrives
Ongoing
Real-time support & advice
Quarterly
Strategic review conversation
How We Communicate
You'll never be in the dark.
Monthly Reports
Clean, clear financial reports delivered by day 10 of each month. Profit & loss, cashflow position, key metrics, and what it all means for your business.
Loom Videos
Sarah records a short video walking through your numbers. Casual, friendly, and focused on what actually matters. No jargon, just insights.
WhatsApp Group
Quick questions? No problem. We manage a WhatsApp group for clients where you can ask questions, get quick answers, and stay connected.
Quickie Emails
If something important comes up mid-month, we'll send a quick email with the heads-up. No surprises at tax time because we flag things as we go.
Why Choose LBBS
We're not just a bookkeeper.
✓
Core Values & Business Vision
Get clarity on what actually matters to you and what your business is fundamentally trying to achieve.
✓
90-Day Action Plan
Leave with your top three to five critical actions — the quick wins that will have the biggest impact on your business in the next 90 days.
✓
Aligning Personal & Business Goals
We look at both — because your business exists to give you the life you want. We make sure the strategy serves you, not just the business.
✓
Key Metrics & KPIs
Define the 4–6 numbers that actually matter. The ones you check to know if you're on track.
The LBBS Promise
"You'll understand your numbers and have the clarity to make decisions with confidence."
How Pricing Works
Fixed fees. No surprises.
We don't believe in hourly billing. It creates perverse incentives: we could bill you more by working slowly, and you're stressed about every email or phone call costing money.
Instead, we offer fixed-fee packages. You know exactly what you're paying. No bill shock. No anxiety about going over budget.
Bookkeeping: $500–$1,500/month depending on transaction volume and complexity.
Foundations Program: $4,500–$6,000 for a 3-month deep dive into profitability, cashflow, and strategy.
Advisory: $9,000–$18,000 per 6 months for ongoing strategic partnership and monthly reviews.
Special Programs: Financial Business Blueprint (from $2,499+GST) and 12-month anchor packages ($29,800).
We'll discuss your situation in your free consultation and recommend the right level of service for where you are now. We're genuinely interested in a good fit not just a sale.
Instead, we offer fixed-fee packages. You know exactly what you're paying. No bill shock. No anxiety about going over budget.
Bookkeeping: $500–$1,500/month depending on transaction volume and complexity.
Foundations Program: $4,500–$6,000 for a 3-month deep dive into profitability, cashflow, and strategy.
Advisory: $9,000–$18,000 per 6 months for ongoing strategic partnership and monthly reviews.
Special Programs: Financial Business Blueprint (from $2,499+GST) and 12-month anchor packages ($29,800).
We'll discuss your situation in your free consultation and recommend the right level of service for where you are now. We're genuinely interested in a good fit not just a sale.
Why Fixed Fees Matter
For you: Budget confidence, no surprises, and peace of mind.
For us: We're incentivised to work efficiently and give you great service, not just rack up hours.
Questions?
Scale Package FAQs
Yes. We work with service businesses, e-commerce, retail, professional services, healthcare, construction the list goes on. Every business needs good bookkeeping and financial clarity. If you're a NZ business owner, we can help.
No problem. We can help you get set up. We strongly recommend Xero because it's cloud-based, it integrates with your bank, and it scales with your business. We'll set it up, import your historical data, and have you running smoothly within 2–3 weeks.
Ideally, at least 12 months. We can work with less, but having a year of data helps us spot patterns and gives us a baseline for forecasting. If your books are really messy, we can clean up whatever you have and start fresh from a point of clarity.
A genuine 30-minute conversation. We ask questions about your business, where you are financially, what's frustrating you, and what financial clarity would unlock for you. We're not selling we're listening. Then we'll recommend the right level of service (or none, if it doesn't fit). No pressure.
Ready to start the pathway?
Let's build clarity together.
Book a free consultation and let's talk about where your business is and what's possible with proper financial management.
Free · No obligation · 30 minutes · Auckland-based, NZ-wide