Agreement

Client Letter of Engagement/

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Your Services.
Your Scope. Your Engagement.

Introduction

01 Letter of Engagement

02 Agreement

03 Next Steps

Introduction

At Sherpa Bookkeeping, our approach is simple: clear analytics, practical advice, and guidance over glory. Our role is to maintain accurate financial records and provide insights that help reveal what matters most in your business.

This agreement outlines the services we will provide, our shared responsibilities, and the terms of our engagement so expectations are clear from the outset.

01 Letter of Engagement

Thank you for choosing Sherpa Bookkeeping to support your business.

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

Scope of Services

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

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

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.

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

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)

Payment Terms

Invoices payable within 7 days
Services may be suspended for overdue accounts

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

Are billed separately unless otherwise stated.

Software & Third Parties

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

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.

Confidentiality

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

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.

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.

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

02 Agreement

Your Monthly Service Fee would be: per month

This fee is based on the current transaction volume and scope discussed. Final pricing may be adjusted if the transaction volume materially changes.

Software subscriptions (such as Xero or rostering systems) are additional where applicable.

$1,200

Agreement

This agreement is between:

Sherpa Bookkeeping

(ABN: 45 197 060 753)

and

Client:

First Name*

Sean

Last Name*

McFadden

Email*

sean@stgmprojects.com.au

Company Name*

CPG Solutions Pty Ltd

ABN*

73 685 653 856

Address*

6 Brushtree Crt

Suburb/City*

Burleigh Waters

State*

QLD

Post Code*

4220

Your Recommended Package

Your Recommended Package*

Trail

Confirmed Price / Mth*

$1,200

Payroll:

(Current No. of Employees)*

0

Transactions:

(Average Number/Mth)*

100

Notes (Package)

- Admin will charged out on a per hour basis and will be $60 including oncosts, no down time
- Based on 4 bank accounts
- Accounts Receivable and Accounts Payable support

Fees (If Applicable)

Rates

Clean Up: $120/hr, Hourly: $90/hr

Project Work (or Additional's)

- Any clean-up work required will be discussed, if needed

Notes (Fees)

- Admin will be phased in over the next month to ensure we are across both your book and software and nothing falls through the cracks
- Simpro and Ezzy Bills subscriptions managed by CPG Solutions

Signature

By submitting this form, you confirm the commencement date is one business day after submission, the fees for your selected package, and that you have read and accepted the Letter of Engagement and this Agreement.

I have read, understand, and agree to the Letter of Engagement & Agreement.

Your Signature