SBA South Island

From Limited Visibility to Confident Growth – SBA Transforms with Link

SBA has long been focused on delivering strong outcomes for its clients, but like many accounting practices, gaining clear visibility into the performance metrics of their business proved challenging.

Prior to implementing Link, the firm relied on Xero Practice Manager (XPM) as its core system. While it provided a basic foundation, extracting meaningful insights was taxing.

Reflecting on life before Link, Director Stuart Lowe explains, “Reports were manual, basic and hard to produce - we had no reporting on WIP or job profits.”

Without reliable reporting, the firm lacked the visibility required to understand their key metrics and drive performance. This made it difficult to confidently assess profitability, monitor work in progress, or make informed management decisions, ultimately limiting their ability to drive greater outcomes.

SBA’s introduction to Link came through a combination of social channels and recommendations from industry peers, but it was the initial implementation process that solidified their decision.

“The Onboarding provided by Link was excellent…we learnt about cleaning our data up, which helped immensely”

With their data refined, the impact of Link was quickly felt across the business.

Day-to-day operations became significantly more streamlined, with improved access to insights and greater confidence in decision-making. “Reporting on team performance, management reporting, and uncovering predictable outcomes from timesheet entries have all become much easier,” Stuart explains.

Instead of operating with limited or unreliable data, SBA now benefits from consistent, accessible reporting that supports “greater management oversight and importantly, higher profits” Stuart confirms when reflecting on the impact of working with Link.

“For SBA, Link has transformed reporting from a neglected, manual task into a powerful driver of performance - providing the clarity and confidence needed to run a more profitable business."