Your journey to profit

Bookkeeping builds trust.
Foundations builds clarity. Advisory builds profit.

The LBBS Pathway is a three-stage journey designed to take your business from chaos to confidence. Each stage builds on the last, moving you from clean books to clear numbers to strategic growth.
How it works

The three stages of growth

01

Bookkeeping

We take care of your Xero, GST, payroll, and monthly reporting. Your books become a reliable foundation, not a source of dread.
  • Monthly Xero reconciliation
  • GST returns & payroll
  • Monthly P&L and balance sheet
  • IRD change management
  • Real-time cloud collaboration
From $500 / month
03

Growth Advisory

This is where bookkeeping becomes business transformation. advisory-level guidance on cashflow, pricing, growth decisions, and freedom.
  • 12-month cashflow forecasting
  • Pricing and profit strategy
  • Growth and hiring planning
  • Monthly strategic advisory
  • Personal wealth extraction
$9,000–$18,000 · 6 months
Stage 1

Bookkeeping Your foundation

Clean, accurate books aren't a luxury they're essential. This is where every client starts with LBBS.

Monthly Xero reconciliation

Your bank accounts, credit cards, and balance sheet are reconciled and accurate every single month no more year-end cleanup trauma.

GST and payroll management

We handle your IRD returns and payroll on time, every time. No missed deadlines. No penalties. No stress.

Monthly financial reports

You get a clear P&L and balance sheet every month. You'll know exactly where your business stands not months later at tax time.

Real-time collaboration

Your Xero file is our office. We're logged in, working in real time. No back-and-forth emails. No delays.
What clients experience
"Before LBBS, I had no idea if my business was actually profitable. Now I get a clear monthly report, Sarah flags anything unusual immediately, and I feel in control for the first time."
K
Kate R.
Director, FixHR

Who is Stage 1 for?

Any business owner using (or wanting to use) Xero. If you're currently managing your own books and feeling overwhelmed, or if you've hired a bookkeeper but don't trust the accuracy, Stage 1 is your starting point. You don't need to have a bookkeeping crime scene even businesses with relatively tidy books benefit from professional oversight.
Stage 2

Foundations Program Your clarity

Clean books are just the beginning. The Foundations program teaches you to read and act on your numbers.

Understanding your P&L

You'll learn exactly which parts of your business are profitable, which are costing you money, and where to focus to improve margin.

Cashflow clarity

Profit and cashflow aren't the same thing. We show you why, and how to forecast your cash position with confidence no more surprises at the end of the month.

Custom financial reporting

You get a personalised dashboard showing the metrics that matter most to your business. Check it monthly and always know where you stand.

Strategic goal-setting

Armed with clear numbers, you'll set financial targets for the next 12 months. And you'll actually hit them, because they're based on reality, not guesses.
What clients experience
"The Foundations program was a turning point. I finally understood what my numbers were telling me and made a pricing change that added $3,000 a month to my bottom line within 60 days."
M
Michelle T.
Founder, My Daily Digital

Who is Stage 2 for?

Businesses with clean books who want to move from bookkeeper mode to understanding mode. You're ready for Foundations when you're asking questions like "Am I actually profitable?" or "Where should I focus to improve margins?" Most clients move to Foundations 2–3 months after starting Bookkeeping, but some jump straight here if their books are already clean.
Stage 3

Growth Advisory Your partner

When you understand your numbers, the real game begins. Advisory is where we work together to grow your business profitably.

12-month cashflow forecasting

We build a rolling 12-month cashflow forecast based on your actual numbers. You'll see exactly what's coming, 12 months ahead and we plan together to manage it.

Pricing and margin strategy

Should you raise your prices? What about adding a new service line? We run the numbers together. Every big decision is anchored in data, not guesses.

Growth and hiring planning

Ready to bring on your first employee? Or scale? We model the impact salary, training, productivity, margin so you make decisions with eyes wide open.

Monthly strategic advisory

Every month we review your numbers, check progress toward goals, and adjust strategy. You've got a CFO in your corner when decisions come up.
What clients experience
"I used to dread tax time. Now it's just another month. Having Sarah on our team means nothing gets missed, nothing is late, and I can focus entirely on growing the business."
A
Anna S.
Owner, Aquacare AHC

Who is Stage 3 for?

Ambitious business owners who want to grow profitably and strategically. You're ready for Advisory when you've got clean books, understand your numbers, and you're ready to scale. You should be running $500k+ revenue minimum (though exceptions exist). The investment is substantial, but the returns in improved margin, faster growth, and reduced stress justify it completely.
The journey

What happens in the first 12 months

This is the typical arc we see with clients. Your timeline may vary, but this gives you a sense of the journey.
Months 1–2
Cleanup & Setup
We get your Xero file sorted, reconcile any backlog, and set up systems and processes. We also take your first full month of numbers so you can see what they actually look like.
Months 3–4
Understanding
You've got two months of clean numbers now. We work together to understand what they mean your profit margin, your true cost base, your cashflow position. You start asking better questions.
Months 5–8
Strategy
Armed with clarity, you start making changes. Maybe you adjust pricing. Maybe you cut costs in one area and invest in another. You're making moves, and we're tracking the impact monthly.
Months 9–12
Growth
This is where the real results show up. Your margin is improving, your cashflow is clearer, and you're confident in the numbers driving your decisions. You're growing with intention, not hope.
Common questions

Answers to what you're wondering

Can I skip to Advisory without doing Bookkeeping or Foundations?

Absolutely if your books are already clean and you're using Xero. We can go straight to Advisory if you've got a strong foundation already. Many experienced business owners do. But if you're unsure whether your books are actually accurate, we'll do a quick audit first to make sure.

What if I'm not using Xero?

I'm a Xero specialist, and I strongly recommend it. It's cloud-based, real-time, and perfect for remote collaboration. If you're using another platform, we can talk about it, but Xero is really where the magic happens for small NZ businesses.

How long does each stage take?

Bookkeeping is ongoing (you stay in it as long as you need ongoing monthly support). Foundations is typically 3 months. Advisory is typically 6 months, though some clients stay longer because the partnership keeps working. You can move through at your own pace there's no rush.

What if my business is seasonal?

Seasonal businesses actually benefit hugely from the Advisory stage because we can forecast and plan around your seasonal peaks and troughs. This becomes a real advantage we help you manage cash through the quiet months and maximise the busy ones.

Can I do Foundations without ongoing Bookkeeping?

Yes, if your books are already being looked after elsewhere. But honestly, most people find there's real value in keeping LBBS as their bookkeeper through Foundations continuity matters, and we'll spot things your previous accountant might miss.

What happens after Advisory ends?

You have options. Some clients stay in ongoing Advisory mode because the partnership is working. Others move back to Bookkeeping only. Some graduate and run independently. We're here for whatever makes sense for your business.

Is the Pathway right for my type of business?

I work with service-based business owners, e-commerce companies, tradies, professionals, and everything in between. If you're NZ-based and you care about your numbers, the Pathway is designed for you.

What's the commitment like?

Bookkeeping can be month-to-month. Foundations and Advisory have defined timeframes (3 and 6 months respectively), but we always build in flexibility. Life happens. We work with you, not against you.
Pricing

Investment overview

Here's what each stage costs. Remember, this isn't an expense it's an investment that pays for itself many times over through improved margin and better decisions.
Service Scope Timeframe Investment
Bookkeeping Monthly Xero, GST, payroll, reporting Ongoing $500–$1,500/mo
Foundations Program Financial systems, analysis, dashboard, strategy 3 months $4,500–$6,000
Growth Advisory 12-month forecasting, pricing strategy, monthly advisory 6 months $9,000–$18,000
Financial Business Blueprint One-off: 12-month projections, pricing model, profit strategy 6–8 weeks From $2,499 + GST
12-Month Anchor Bookkeeping + Foundations + Advisory (all three) 12 months $29,800
What's included in pricing? Pricing varies based on the complexity of your business (number of income streams, transactions, payroll complexity, etc.). Most sole traders and small teams fall at the lower end. Growing businesses and those with multiple income streams are usually mid-to-higher range. We always discuss exact scope and pricing in your first consultation.
Find your starting point

Where do you fit?

Not sure which stage is right for you? Here's a quick guide. Everyone's different, so if none of these fit perfectly, book a consultation and we'll figure it out together.

Start with Bookkeeping

You're managing your own Xero or have a bookkeeper you don't fully trust. Your books feel chaotic and you want someone reliable on the team.
Find your starting point

Start with Foundations

Your books are clean and accurate already. You're ready to understand your numbers and make better decisions about pricing, margins, and growth.
Find your starting point

Start with Advisory

You've got clean books and clear numbers already. You're ready to scale strategically and want a CFO-level partner to guide growth decisions.
Find your starting point
Trusted by
NZ Mortgages
Hot Water Shop
Gladwell Finance
FixHR
Aquacare AHC
My Daily Digital
The next step

Ready to see where your numbers can take you?

Book a free 30-minute consultation. We'll talk about where your business is now, what's holding you back, and which stage of the Pathway makes the most sense for you.
Free · No obligation · 30 minutes · Auckland-based, NZ-wide
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