Growth
Bookkeeping with insight,
delivered every month.
Growth is for business owners who want to truly understand their numbers. Weekly reconciliation, Loom video walkthroughs of your P&L, AP processing, and quarterly Know Your Numbers calls. This is bookkeeping at the insight level.
Starting from $1,200 per month + GST
Fixed fee. Built for established businesses that want real insight, not just numbers.
Growth takes everything in Essentials further. Weekly reconciliation, payroll, monthly tax advice — plus a Loom video walkthrough of your P&L every month, AP processing to keep your bills on track, and a quarterly Know Your Numbers call to talk through your financial position.
Most Growth clients are established small businesses that want more than just clean books. They want to understand what their numbers mean — and make better decisions because of it. Growth is the bridge between professional bookkeeping and advisory-level partnership.
Most Growth clients are established small businesses that want more than just clean books. They want to understand what their numbers mean — and make better decisions because of it. Growth is the bridge between professional bookkeeping and advisory-level partnership.
Perfect For
Who chooses Growth
Established businesses who want clarity
You've proven the model. You have clients, you have team, you have some complexity. You want to understand your profit, manage cashflow, and have someone explain what's happening with your numbers every month.
Want insight, not just records
You're done with just having books. You want to understand your P&L, see what changed month-on-month, and get a plain-English walkthrough of your financials from someone who knows your business.
Ready to use your numbers to make decisions
You have AP to manage, payroll to run, and decisions to make. Growth handles the complexity and gives you the insight to act confidently — with quarterly Know Your Numbers calls to talk strategy.
What you get with Growth
Every Week & Month
- Weekly Xero reconciliation — always accurate, always current
- Payroll processing — all runs, tax codes, IRD filings handled
- Monthly Loom video — Sarah walks you through your P&L
- AP (accounts payable) processing — bills coded and managed
- Quarterly Know Your Numbers call (60 minutes)
- Monthly tax and compliance advice
Monthly Routine
- GST returns prepared and filed on time
- Monthly P&L, balance sheet, cashflow summary
- Real-time cloud access to your books
- IRD compliance tracking
- Proactive issue flagging
- Year-end books ready for your accountant
- Xero subscription management included
The Monthly Loom Video — Your Numbers, Explained
This is what makes Growth different. Every month, after we close your books, Sarah records a Loom video walking you through your P&L. She explains what your revenue means, where your costs are, what changed month-on-month, and what you should be paying attention to.
Most business owners get a P&L and stare at it. With the Loom video, you'll actually understand what's happening. You'll see where you're profitable, where costs are creeping up, and what decisions you need to make. That's the difference between numbers and insight.
Most business owners get a P&L and stare at it. With the Loom video, you'll actually understand what's happening. You'll see where you're profitable, where costs are creeping up, and what decisions you need to make. That's the difference between numbers and insight.
The Quarterly Know Your Numbers Call
Each quarter, you sit down with Sarah for a 60-minute Know Your Numbers call. It's not a drill-down into the data — the Loom video covers that. It's a strategic conversation about what your numbers mean for your business. What decisions should you be making? Where are your profit drivers? What's the cashflow forecast telling you? Quarterly calls keep you aligned and intentional.
Growth clients average 3x more confidence in financial decision-making after 6 months
A Client Story
What Growth clients say
"The Loom videos are a complete game-changer. Every month I actually understand what happened with my money. And the quarterly Know Your Numbers call means I'm making decisions with confidence — not guessing. Sarah flagged a cashflow issue before it became a problem, and I've been on top of my numbers ever since."
Next Level
From Growth to Foundations to Advisory
Here's the natural progression for most Growth clients:
You run Growth for 6–18 months. Your books are clean and current. You understand your numbers monthly. You're making better financial decisions. At some point, you realize you want to go even deeper — you want to understand your profit drivers, optimize your cashflow, price strategically, plan growth intentionally.
That's when you move into our Foundations program — a 90-day deep-dive into profit strategy, cashflow clarity, and financial decision-making. It's a partnership with Sarah focused entirely on strategic thinking.
After Foundations, some clients move into our Growth Advisory program — ongoing 6-month advisory with 5 deep-dive sessions and a Financial Business Blueprint.
Growth clients get priority access to all new programs and services.
Learn about foundationsYou run Growth for 6–18 months. Your books are clean and current. You understand your numbers monthly. You're making better financial decisions. At some point, you realize you want to go even deeper — you want to understand your profit drivers, optimize your cashflow, price strategically, plan growth intentionally.
That's when you move into our Foundations program — a 90-day deep-dive into profit strategy, cashflow clarity, and financial decision-making. It's a partnership with Sarah focused entirely on strategic thinking.
After Foundations, some clients move into our Growth Advisory program — ongoing 6-month advisory with 5 deep-dive sessions and a Financial Business Blueprint.
Growth clients get priority access to all new programs and services.
Questions?
Growth Package FAQs
The Know Your Numbers call is 60 minutes. We talk through what's happened in the last quarter — your revenue, costs, margins, cashflow position. Sarah points out what's changed, what's important, and what decisions you should be thinking about. It's not just a report review — it's a strategic conversation about your business and what the numbers are telling you.
AP (accounts payable) processing means we handle coding and reconciling your bills and supplier invoices in Xero. Every invoice gets categorised correctly, every payment is tracked. You're not hunting for bills at month end or worrying about what's outstanding — it's all managed and accurate.
After closing your books each month, Sarah records a short Loom video — typically 10–15 minutes — walking you through your P&L. She explains what your revenue was, where your costs went, what changed from last month, and what you should be paying attention to. It's like having a monthly debrief with your bookkeeper, delivered to your inbox.
Yes. Many Growth clients move to Foundations after 6–12 months. By then, your books are clean, you understand your numbers, and you're ready to go deeper — profit drivers, cashflow optimisation, pricing strategy. The Foundations program is that next step. Growth is the perfect foundation for it, literally.
The Foundations program leads naturally into our Growth Advisory program — 6 months of advisory sessions, a Financial Business Blueprint, and strategic financial guidance. Many Growth bookkeeping clients do Foundations, then move into Growth Advisory. We can talk through the pathway when you book your free call.
Ready to scale strategically?
Let's talk about Growth for your business.
Book a free call. We'll discuss your business, review your current setup, and confirm Growth is the right step for you right now.