Thank you for choosing Sherpa Bookkeeping to support your business.

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This Agreement outlines the terms of our engagement and the services we will provide.​​ This Agreement continues until terminated in writing.

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Scope of Services

Sherpa will provide bookkeeping and/or advisory services as selected by you and outlined in the following packages.

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Services include:

• Bank, credit card and loan reconciliations

• Accounts payable and receivable management

• Payroll processing and compliance

• BAS/IAS preparation and lodgement (as a registered BAS Agent)

• Superannuation processing

• Management reporting

• General ledger maintenance

• Year-end support and liaison with your tax agent

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Services outside the agreed package will be quoted separately or may require a tier upgrade. Sherpa may use cloud-based and AI-assisted systems to deliver services efficiently.

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Responsibilities

Client Responsibilities

• Provide timely, accurate and complete information

• Maintain responsibility for business decisions and compliance obligations

• Ensure all records supplied are correct

 

Sherpa Responsibilities

• Perform services with due care, skill and confidentiality

• Comply with relevant laws, including the Tax Agent Services Act

• Maintain professional and ethical standards

• Communicate promptly regarding issues or requirements

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Fees & Payment Terms

Service Model

• Fixed fee packages (detailed below):

• • Set up - hourly rate - invoiced weekly

  • Launch & Base – invoiced monthly

  • Trail & Summit – invoiced weekly

• Hourly rate: $90 per hour (additional services, clean-up work, client setup)

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Payment Terms

• Invoices payable within 7 days

• Services may be suspended for overdue accounts

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Software subscriptions (e.g., Xero, Dext)

• Are billed separately unless otherwise stated.

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Software & Third Parties

Sherpa may recommend or facilitate software integrations but is not responsible for third-party system failures or outages.

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Termination

Either party may terminate this Agreement with 30 days’ written notice. Immediate termination may occur for non-payment, breach, or misconduct. Outstanding fees remain payable upon termination.

 

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Confidentiality

All client information will be kept confidential unless disclosure is required by law or authorised by the Client.​​​​

 

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Limitation of Liability

To the extent permitted by law:

• Liability is limited to fees paid in the preceding 3 months

• Sherpa is not liable for indirect or consequential losses

Sherpa is not responsible for penalties resulting from incomplete or incorrect client information.

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Professional Standards & Variations

Sherpa provides bookkeeping and advisory services only and does

not provide audit, taxation, legal or financial product advice unless

agreed in writing.​

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Service tiers may be varied with 30 days’ written notice.

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