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Business coaching and financial support for trades and construction

Know what your jobs make. Build a stronger business.

Running a trade business means keeping track of labour, materials, subcontractors, margins, variations, payroll, tax, customers, and the next round of work. When the financial information falls behind or the business gets too busy to step back, it becomes hard to see which jobs make money and what the business can afford.

Beyond Your Numbers combines practical business coaching and advisory with bookkeeping, accounting, reporting and financial support for tradies and builders throughout Canterbury and New Zealand.

We get to know how your jobs run, explain your numbers in plain language, and help you strengthen the way the business performs.

DOES THIS SOUND FAMILIAR?

Plenty of work, but not enough to show for it?

Your calendar may be full while cash still feels tight. Quotes go out based on old prices. Materials cost more than expected. Staff stay busy, yet margins remain unclear.

Some jobs look profitable until all the labour, overheads and variations are properly counted. At the same time, every customer question, team issue, and business decision comes back to you.

We help you work out what drives the result and where your time will have the greatest effect. You might want help with:

  • Understanding which jobs make the most money

  • Setting prices that cover the true cost of the work

  • Understanding margin vs Markup

  • Help you see what you think you are charging vs reality with margin

  • Tracking labour, materials, subcontractors, and overheads

  • Planning for Goods and Services Tax, wages, and supplier payments

  • Improving cash flow between project stages

  • Working out when the business can afford another staff member

  • Giving your team clearer targets and responsibilities

  • Creating more time to lead the business

HOW WE HELP

Bring the jobs, the numbers, and the business together

Good financial information gives you clarity. What you do with it creates improvement.

1. Understand

See what the business is really producing

We look at your numbers, job performance, cash flow, pricing, workflow and wider business so you have a reliable picture of where things stand.

2. Decide

Identify what needs to change

Together, we work out where profit is leaking, which jobs or services perform best, and which issues deserve your attention first.

3. Act

Turn the numbers into practical decisions

We help you make informed decisions about pricing, people, workload, systems, cash, capacity and growth.

4. Improve

Keep the important changes moving

Regular reporting, coaching and advisory support help you track progress, solve new problems and keep building a stronger business.

SERVICES AND SUPPORT FOR TRADE AND CONSTRUCTION BUSINESSES

The right support depends on what you need next

Business coaching and advisory

Improve profit, leadership, systems, and team performance.

Bookkeeping and payroll

Keep your records current and regular financial tasks under control.

Job costing and pricing

See what each job makes and quote future work with better information.


Accounting and tax

Understand your results, meet your obligations, enabling you to plan ahead.

Cash flow and forecasting

Prepare for upcoming payments, quieter periods, hiring, and growth.


Fractional CFO

Gain regular reporting and senior financial guidance for larger decisions.

WHO WE WORK WITH

Support for established trade and construction businesses

We work with builders, electricians, plumbers, engineers, fabricators, landscapers, installers, and other project-based businesses throughout Canterbury and across New Zealand.

Our approach works best for owners who have an established operation and want a clearer view of performance. You may have employees, subcontractors, several jobs underway, or plans to grow. You are ready to look closely at the figures and make changes where they will improve the business.

Tom 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? He wasn’t just struggling with cash flow—he was missing the bigger picture.

These problems weren’t just financial—they were strategic blind spots.

We didn’t just fix his numbers—we helped him transform his business. 

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%..........

Frequently Asked Questions

What types of trade businesses do you work with?

We support established builders, electricians, plumbers, engineers, fabricators, landscapers, installers, and other trade or construction businesses. The key consideration is whether our approach fits the way you operate and what you want to achieve.

Can you help with pricing and quoting?

Yes. We can review the costs and margins behind your prices, then help you decide what needs to change. This work can also identify which services, or job types make the strongest contribution.

Do you provide bookkeeping and payroll?

Yes. Our bookkeeping support can include day to day processing, bank reconciliations, supplier bills, customer invoices, payroll, PAYE and Goods and Services Tax returns, and regular reporting.

Do you work with tradies outside Christchurch?

Yes. We work with businesses across Canterbury and New Zealand using online meetings and cloud-based accounting systems.

 

Your Next Step

Tell us what is happening in your business

You might want to improve margins, get the books under control, plan cash flow, or spend more time leading the team. Tell us what is taking your attention and what you want the business to achieve.

We will learn about your current setup and recommend the support that fits the work ahead.