Client Stories

Real businesses.
Real results. Proven impact.

See how LBBS has helped NZ entrepreneurs transform from bookkeeping chaos to confident, profitable growth. These aren't testimonials they're case studies of actual financial breakthroughs.

From chaos to clarity.

NZ Mortgages
Mortgage Broking
The Challenge
Jane and her team had grown the business rapidly, but their bookkeeping hadn't kept pace. Bank reconciliations were months behind, they didn't know their actual profit, and Jane had no idea how much cashflow was available to reinvest in the business.
What We Did
We completed a full historical cleanup, set up proper monthly accounting processes in Xero, and created a cashflow forecast. Within 2 months, Jane had clear visibility of her actual profitability and could make informed decisions about hiring and marketing spend.
Result: 3× improvement in cashflow visibility, monthly reporting clarity, and the confidence to plan growth with certainty.
Hot Water Shop
Retail & Installation
The Challenge
Craig knew he was profitable month-to-month, but had no sense of his overall margins by product category. He was spending time on low-margin work when he should have been scaling the high-margin services.
What We Did
We restructured his Xero setup to track revenue and costs by product line. Within a quarter, Craig could see exactly which services were driving profit and which were losing money. He immediately adjusted his sales focus and pricing strategy.
Result: 18% improvement in overall business margins through strategic pricing and resource allocation decisions.
Gladwell Finance
Financial Services
The Challenge
Gladwell was managing multi-step revenue recognition and couldn't track deferred income properly. Tax time was chaotic, with the team scrambling to understand the numbers weeks before the deadline.
What We Did
We implemented automated journal entry systems to handle deferred revenue correctly each month. By month 3, Gladwell's books were always tax-ready, eliminating the year-end scramble and reducing accounting fees significantly.
Result: Tax preparation completed in 1 week instead of 3+ weeks, and $0 IRD penalties across all years.
FixHR
HR Services
The Challenge
Kate was profitable, but had no idea if that profitability was sustainable. She couldn't afford to pay herself consistently and didn't know where to cut costs without damaging the business.
What We Did
We completed a Foundations Program. We analysed her expense structure, identified fixed vs variable costs, and created a sustainable pricing model that allowed for consistent owner distributions.
Result: Kate now pays herself $4,200/month consistently, up 60% from her previous sporadic distributions.
Aquacare AHC
Aged Care & Health Services
The Challenge
Anna dreaded tax time. Her bookkeeping was scattered across different systems, GST returns were often late, and she lived in fear of IRD penalties. She wanted to focus on her clients, not spreadsheets.
What We Did
We consolidated all her accounting into Xero, automated GST tracking, and took on full monthly bookkeeping responsibility. Now Anna gets a monthly report, understands her numbers, and never worries about compliance deadlines.
Result: 0 IRD penalties, tax returns filed on time every year, and 6+ hours per week given back to Anna's business.
My Daily Digital
Digital Marketing Agency
The Challenge
Michelle's agency was growing quickly, but she had no dashboard of her business health. She didn't know if she was overcharging or undercharging for services, and couldn't forecast when she'd need to hire.
What We Did
We implemented Xero properly, created a monthly profit & loss dashboard by client and service type, and ran a Foundations program. Within 60 days, Michelle identified a pricing change that added $3,000/month to her bottom line.
Result: $36,000+ additional annual profit through strategic pricing, plus confident hiring and investment decisions.
0
IRD Penalties Across All Clients
6h
Average Weekly Time Returned
$45k+
Average Annual Profit Increase
Client Feedback
"I finally understand what's happening in my business. Not just what the numbers are what they mean, and what to do about them."
Jane M.
Founder, NZ Mortgages

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