Builder Client
This builder was in financial chaos—uncertain how he would pay his GST, falling behind with supplier payments, and completely disconnected from his numbers.
What he didn’t know was whether he was even making money on his jobs. Sound familiar?
"Have you ever felt like the numbers are running you instead of you running them?" What is one business challenge that keeps you up at night?
The Crisis Behind the Numbers
This builder wasn’t just struggling with cash flow—he was missing the bigger picture.
The key issues:
🔹No clarity on what needed to be paid and when
🔹No system to track incoming payments or job profitability
🔹Mispriced labour rates—charging labour-only at unsustainable margins
🔹No roadmap for business sustainability or growth.
These problems weren’t just financial—they were strategic blind spots.
We didn’t just fix his numbers—we helped him transform his business.
We introduced structure and visibility:
🔹 Setup regular meetings and accountability check-ins
🔹 Created office procedures to streamline invoicing and expenses
🔹 Implemented job tracking in Xero, assigning costs correctly
We optimised profitability:
🔹 Revised his hourly charge-out rates, showing why some jobs lacked value
🔹 Evaluated overheads, reporting, and debtor/creditor days
We built a long-term strategy:
🔹 Helped him map short-term, medium-term, and long-term goals
🔹 Wrapped everything in accountability and a support network
This wasn’t just about fixing cash flow—it was about giving him back control over his business.
Business Coaching & Advisory Outcome
The Transformation – From Chaos to Confidence
The builder stopped reacting to financial problems and started running his business strategically.
🔹 With clear systems, he knew exactly what he was making per job and stopped undercharging.
🔹 He scaled his business with confidence, knowing growth was built on solid foundations.
What changed? He didn’t just “do business”—he started driving business success and working more on it than in it.
With some minor tweaks, he has cash in the bank accounts (and there is more than just one bank account now), net profit has increased significantly 120% compared to the same time last year, operating expenses have decreased 83% as well as direct costs - down 67%..........
So, are you ready to transform your business with minimal disruption and unlock hidden cash flows? Click here to learn how we can boost your net profit and find some hidden cash in your business as well. Don't miss out on turning your business dreams into reality—contact us today!
Construction Client
When this client was referred to us by Master Builders, his business operations were entirely paper-based.
There were no systems in place, no job tracking, and no understanding of key financial tools like aged payables. Supplier payments were made based on statements, without reconciliation or visibility into job profitability.
Fast forward two years, and the transformation has been remarkable.
Systems Implemented: We introduced streamlined digital systems that replaced manual processes, bringing structure and efficiency to daily operations.
Financial Clarity: Monthly reporting is now a standard practice. Supplier payments are made based on reconciled reports, ensuring accuracy and control.
The key issues:
🔹Lack of Systems & Structure
🔹Poor Financial Visibility
🔹Inability to back-cost or assess job performance.
🔹No Strategic Direction - No business plan, goals, or defined values.
🔹Limited Team Engagement
We introduced structure and visibility:
🔹 Introduced digital tools and streamlined workflows.
🔹 Regular financial reporting and aged payables tracking.
🔹Data-driven decision-making now possible.
Business Coaching & Advisory Outcome
Strategic Planning: Together, we developed a comprehensive business plan. This shifted him from being reactive to strategic operations.
Team Engagement: Staff are actively involved in the long-term vision, fostering a culture of ownership and alignment. There is now an Improved morale and accountability.
Ongoing Coaching: Monthly coaching sessions provide continuous support, with accountability, and strategic guidance in place.
By addressing these root causes—through education, systems, strategic planning, and ongoing coaching—we helped the client build a solid foundation for sustainable growth.
So, are you ready to transform your business with minimal disruption and unlock hidden cash flows? Don't miss out on turning your business dreams into reality—contact us today!
Business Continuity in the Face of Crisis
When one of our valued clients was involved in a devastating accident, we immediately stepped in to ensure his business didn’t miss a beat. Understanding the emotional and logistical toll on his family, we made it our mission to take the pressure off his wife and keep operations running smoothly. Pur feelings aside, we went to work to ensure his business was taken care of.
From managing day-to-day operations to handling sales, supplier relationships, and foodstuff logistics, we ensured every aspect of the business was cared for. We coordinated with suppliers to ensure timely payments, followed up with customers to maintain cash flow, and kept the supply chain intact.
Thanks to our proactive support, the business continued to operate seamlessly during his recovery—maintaining stability, preserving relationships, and ensuring peace of mind.
Navigating Crisis with our support
Key Challenges Faced:
Operational Disruption: Ensuring there was no distuption to service and delivery.
Supplier and Inventory Risk: Time-sensitive foodstuff deliveries at risk of delay.
Cash Flow Threats: Invoices and payments needed our attention.
Customer Retention: Risk of losing clients due to uncertainty.
Full operational control, ensuring the business not only stayed afloat but continued to perform.
Our team managed:Daily Operations: Daily ordering and supply chain management.
Supplier Relationships: Maintained on time payments to key suppliers.
Sales Continuity: Sustained continuity of sales and product supply alongside his business partner.
The Outcome:
Thanks to our hands-on support, the business remained fully operational throughout the client’s recovery. His wife was able to focus on his health without the added stress of managing the company.
Conservation Client
Stuck and wanting to grow and not knowing how or where to start, we held a business planning session over 3 sessions. The outcomes included clarity around the business, goals, one page business plan and a real direction on who his ideal customers are.
Client testimonial
"I have been in business for 3 yrs and have been working with Leah and her team at Beyond Your Numbers for almost all of that time. Conservation work and running a business is all about people and having a team to work through the challenges that arise. Leah and her team are part of the our team and have been instrumental in helping with all the challenges that can come with running a business.
By having a Business planning and goal setting meeting with Leah, this enabled me to unload some my heavy thoughts/burdens and put me to task by holding me accountable for the tasks that I need to get achieved. As a sole business owner, you often get caught up in your own way of doing things and often forget certain tasks, so having Leah and her team at Beyond Your Numbers backing me up along the way, I feel a lot more confident in myself, in my business, my aspirations and in the growth that will come from it.
Outcome
Since the Business Planning and Goal Setting session, I have managed to upscale my business and now have had a large contract land at my doorstep which will enable me to continue to grow my business and continue Making A Difference to our natural environments here in Nelson Tasman".
Other Clients - Success!
We have other clients that are similar to this that have required business development services, who have had different challenges and requirements so we are able to help them however in different ways. These wrap around Advisory services are designed especially for you and have made an immediate impact on these businesses we have worked with. So, for more information on how we have helped others and can also help you, Book now with Leah and lets gets this conversation started.
Hospitality client
We had an initial meeting to determine what was and what was not working in his business. (had already setup tracking in business)
Looked at current systems and ran reports for periods to determine a plan regarding a product/s we were looking at in particular.
Met to discuss some outcomes and recommendations.
Round table meeting with staff and completed an open meeting analysis.
Held a team SWOT as this worked for him and his team.
Completed and sent review report on findings.
Followed up with regular meetings and reports.
He contracted out some more services to us.
Regular monthly reports and cashflows vs budgets created.
Business has since been sold which is something the business owner never thought possible and would not have been had we not held Financial Awareness Coaching sessions with him.
Business Advisory Outcome
Through our business coaching, the client has more support in the business. knows the opportunities and bottlenecks and the business has now grown even with a product removed.
His gross profit in one month increased by 95.31% and net profit from -($1,671) to $13,278 in one month!
After 6 months the business was in a position to be sale-able after not being attractive for sale previous to this for over 18 months.
Although losing a client was sad, it was so pleasing to see him succeed and sell his business and move onto other ventures.
Fractional CFO
As the owner of Chocolate Velvet (at the time) we had used BYN for 4 years. In the time we had with Leah we had a very clear understanding of the business at any time. Leah and the team have been amazing to work with, from general bookkeeping, payroll, gst, paying suppliers to strategic planning and business coaching.
As covid hit us hard we had to change the way we worked, consulting with Leah we were able to put a plan in place to over come the hard times and staffing issues (which Leah was heavily involved in), meeting with staff and even hiring.
I would encourage any business owner that wants more from their business and more free time to meet with Leah and team to understand how amazing the service is.
Phil Lash
Business planning
From a client I have had for over 4 years, he is a tradie and has ADHD.
His comments were that he was always looking for beyond the numbers stuff but did not have the courage to ask for further help, everyone else has always just focused on the bottom line with him and he knows we know there is more to business than that and he needed more than that.
Coming to the office, seeing my values on the wall and discussing these in the planning session, referring back to what I was trying to get from him, allowed him to paint the big picture in his head, overcome his fear, he knows I won't bullshit him, and he said he found me and the session to be truly inspirational.
Business Services
As a small business owner with just me in the sales office, Beyond Your Numbers has been instrumental in managing the sales for my business when I'm away. Leah and her team have been doing this since 2019.
The peace of mind knowing that my sales are being expertly handled has allowed me to take a six-month break without worry.
This level of trust and reliability is invaluable to any business owner. The freedom to step away and focus on other aspects of life or business is truly liberating, and I have Leah and Beyond Your Numbers to thank for that.
If your books are keeping you awake at night - give Leah a call, she's incredibly professional, practical and approachable.
I would gladly recommend her services to others.
Don Grant
Business Development
Leah and the Beyond Your Numbers team have helped us in measurable ways in the short time we have been working with them.
We have actioned a number of positive changes which have been due to her input. Even after many years in business, there were things we just weren't doing well. We are on the path to having better systems in place to cope with the day to day running of our business and to be able to spend less time doing bookwork!
Jane Murray
