Base Package
- Clear, Compliant, and Reliable
Best For: Businesses Wanting Reliable Compliance
and Clean Monthly Numbers.
For established businesses that need bookkeeping done properly and on time.
We keep your records accurate, compliant, and clear — so you always know where things stand.
02
Base
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Summit
Trail
Base
Base Package Inclusions
The Sherpa Difference
02
Base
$450-900 /mth*
Note:
*Software subscriptions (e.g. Xero, Tanda, Deputy,
etc) are billed separately and not included in service fees.
*See our Service Guide on Sherpa Bookkeeping Packages
to help you choose the right fit.
*Final pricing is confirmed after your free financial health check, based on transaction scope.
1
Compliance & Core Bookkeeping (“Done right, on time & ATO-ready.”)
Trail
Summit
Base
SB-DCFM - Bank Reconciliation
SB-C&R - BAS & IAS Compliant - GST
SB-DCFM - Payroll, Super STP
SB-DCFM - Accounts Payable
SB-DCFM - Accounts Receivable
SB-C&R - Weekly or Monthly
✔ This is the foundation. No fluff. No “extras”.
2
Financial Clarity (“Know what the numbers are telling you-in plain English.”)
OI-PI - Monthly P&L & Balance Sheet
OI-PI - What Changed / Why It Matters
SB-C&R - Weekly or Monthly - Error Checking
SB-C&R - Weekly or Monthly - Clear Explanations
SB-C&R - Weekly or Monthly - Variations in Costs
✔ This is where we stop being “just a bookkeeper”.
3
Time & Cash Control (“Stop reacting. Start planning. Systems & Visibility that Reduce Stress.”)
OI-EO - Automation & Workflows
SB-DCFM - Accounts Receivable - Receipt Capture
OI-PC - Cash Flow Tracking
OI-PC - 13 Week Cash Flow Forecasting
OI-PC - Scenario Modelling
✔ This directly addresses owner anxiety.
4
Profit & Industry Specific Insight.
(“Busy doesn’t always mean profitable.
- Where profit is made, lost, or quietly leaking.”)
OI-PI - Margin & Pricing Analysis
OI-E&T - Wages Cost Optimisation
OI-PI - Revenue vs Profit Analysis
OI-BP - KPI Reports
OI-BP - Benchmark Analysis
SB-C&R - Weekly or Monthly - Budget Variance*
*Additional Service: Budget Creation
✔ This is our hospitality specialisation.
5
Guidance & Growth Support ("Help deciding what to do next.”)
OI-E&T - Decision Support Between Meetings
OI-PI - Sustainability and Profit Planning
OI-E&T - Accountability, Action Plan & Directory
OI-E&T - Strategy & Advisory Sessions
Owner Confidence & Peace of Mind
✔ This is what makes Summit Summit.
A clear starting point
with no pressure
to continue.
Month-to-month.
No long-term
contracts.
Fees agreed upfront.
No unexpected
charges.
Accurate, compliant bookkeeping
done right.
*Subject to timely
client information.
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Simple Onboarding - 30min Max For You
We like to keep things simple....
After your Free Financial Health Check, a Letter of Engagement & cost agreement finalised, we guide you through a few secure connections and collect what’s needed. From there, we handle the setup, clean-up, and analysis — keeping you informed without pulling you into the detail. You stay focused on running your business while we get your numbers clear and under control.
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30 days to confirm
this is the right fit
during onboarding.
When something
needs fixing, we act.
FAQ - Base Package
Not sure which package fits?
Have a look at our Service Guide...
Or a quick conversation is often enough to point you in the right direction. We’ll help you choose based on your business size, transaction volume, and level of support needed.
Call: 0414 760 067.