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We Bundle Services to Fit Your Business.

OI Consulting — Whether We Manage Your Books or Not.

Your Services.
Your Scope. Your Quote.

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TRUSTED BY

Client Tailored Packages

OI Consulting

1

2

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Explore

Your Services

Discuss

Your Needs

Receive

Your Quote

Starting from

$450*

/month

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Explore your options. Then talk to Fiona

Call Fiona directly, or choose the services you need.

Click “Send My Selections”.

Fiona will call within one business day to tailor your service mix.

Efficient Operations

Workflow optimisation

Operational bottleneck reviews

Roster efficiency and optimisation

Systems and process optimisation

Staff productivity insights

and more...

Predictive Cashflow

Proactive

Cashflow forecasting and modelling

Scenario planning and financial forecasting

Payroll pressure forecasting

BAS and tax obligation planning

Supplier payment forecasting

and more...

Profit Intelligence

Growth

Margin and contribution analysis

Supplier creep and pricing pressure

Labour efficiency and wage performance

Shift profitability analysis

Product and service profitability

and more...

Business Performance

KPI dashboards and business analytics

Revenue tracking and sales trends

Labour percentage and wage analysis

Productivity and shift analysis

Weekly and monthly reporting

and more...

Execution & Tracking

Results

Objective Key Results (OKR) tracking

Operational review sessions

Accountability systems

Priority and action tracking

Performance check-ins

and more...

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Smarter Bookkeeping

Day-to-Day Bookkeeping

Essential

Accounts Payable

Accounts Receivable

Bank Reconciliation

BAS & IAS Compliance & Reporting

Recommended

BAS & IAS Preparation

BAS & IAS Lodging

Wkly | Mthly Reporting

EOFY Accountant Ready Financials

Payroll, Super & STP

Popular

Payroll

Superannuation

STP - Single Touch Payroll

Financial Control

Cashflow Visibility

Financial Health Checks

Set Up & Recovery

Xero Conversion & Setup

Bookkeeping Rescue

Cloud Systems Integration

A Little About Your Business:

Help us understand the size of your bookkeeping needs.

Approx. transactions per month:

Number of employees (payroll):

Cashflow Visibility Includes:

Cash at bank

Overdue receivables

Upcoming supplier payments

Known statutory commitments

Cash risks and priorities

Supplier payment calendar

Payroll and super commitments

ATO payment commitments

Financial Health Checks Includes:

Financial performance review

Financial position review

Data quality gaps

Margin and labour review

Cash and commitment review

Priority opportunities

Recommended next steps

Xero Conversion & Setup Includes:

Xero file setup

Chart of accounts

Opening balances

Bank feeds

Payroll and GST settings

Conversion checks

Handover guidance

Contact and supplier imports

Customer balance imports

Supplier balance imports

Employee record setup

Leave balance imports

Invoice template setup

User access configuration

Conversion balance checks

Bookkeeping Rescue Includes:

Bookkeeping review

Recovery action plan

Historical corrections

Outstanding reconciliations

Missing document list

Balance cleanup

Accountant handover items

Outstanding lodgement review

Duplicate transaction cleanup

Opening-balance reconciliation

Historical GST coding review

Payroll discrepancy review

Super liability reconciliation

Loan balance review

Clearing account cleanup

Unallocated receipt review

Unapplied credit review

Data integrity issue list

Lodgement catch-up

Cloud Systems Integration Includes:

System connection setup

Data mapping

Integration testing

Document capture setup

Exception handling

Ongoing integration checks

Finance workflow procedures

Receipt capture connections

Payroll Includes:

Employee setup and maintenance

Pay-run processing

Payslip preparation and distribution

Leave calculations and balances

Termination and final pay processing

Superannuation Includes:

Super contribution calculations

Super payment processing

Payment tracking and follow-up

Super payable reconciliation

Outstanding contribution reporting

STP - Single Touch Payroll 

Includes:

Pay-event submissions

Submission monitoring and error resolution

Payroll-to-STP reconciliation

Year-end income statement finalisation

Reporting corrections and amendments

Operational Intelligence (OI)

Supplier bill processing

Receipt capture and matching

Supplier credits

Aged payables

Supplier statement checks

Supplier payment runs

Remittances and queries

Supplier discrepancy resolution

Unapplied credit review

Payment due-date tracking

Accounts Payable Includes:

Customer invoicing

Customer credits

Receipt allocation

Aged receivables

Debtor follow-up

Payment arrangement tracking

Customer account queries

Customer statement runs

Unallocated receipt review

Credit note allocation

Customer payment matching

Accounts Receivable Includes:

Transaction coding

Bank reconciliations

Credit card reconciliations

Statement balance checks

Unmatched transaction review

Missing receipt requests

Reconciliation exceptions

Transfer matching

Merchant settlement matching

Merchant fee allocation

Payment gateway reconciliation

Bank feed exception checks

Duplicate transaction review

Transaction query lists

Unreconciled item follow-up

Bank Reconciliation Includes:

BAS & IAS Preparation Includes:

BAS & IAS Preparation

GST coding and transaction checks

GST and PAYG account reconciliations

GST and PAYG calculations

Activity statement preparation and review

Queries and discrepancies resolved

BAS & IAS Lodgement

Client approval and declaration

  coordination

Authorised BAS and IAS lodgement

Lodgement confirmation

Payment amounts, references and

  due dates

Lodgement status and deadline

  tracking

BAS & IAS Lodging Includes:

Month-end close

Balance sheet reconciliations

Monthly P&L

Monthly Balance Sheet

Management reports

Outstanding issue list

Accountant adjustments

Wkly | Mthly Reporting Includes:

EOFY Accountant Ready

Financials Includes:

Year-end reconciliations

Supporting schedules

Payroll and super checks

Outstanding items summary

Accountant queries

Year-end handover pack

Accountant journals

Loan supporting schedules

GST and PAYG reconciliations

ATO account reconciliation

Super payable reconciliation

Business Performance

Starts here...

Understand what's driving your business results, where performance is slipping and which areas need attention. Make smarter day-to-day decisions with the insight to act early, improve efficiency and keep your business moving forward.

Profit Intelligence 

Starts here...

Understand which products, services and customers generate real profit — and where margins are being lost. Identify opportunities to reduce costs, improve profitability and make every dollar work harder for your business.

Predictive Cashflow

Starts here...

See what's coming in and going out before cash flow becomes a problem. Anticipate shortfalls, plan for upcoming expenses and make confident financial decisions with fewer surprises.

Efficient Operations

Starts here...

Identify bottlenecks, eliminate wasted time and streamline the way your business operates. Improve productivity, reduce unnecessary costs and get more from your people, processes and resources.

Execution & Tracking

Starts here...

Turn business insights into clear actions with measurable goals and accountability. Track progress, stay focused on priorities and make adjustments that deliver real business results.

Note:

*Final pricing depends on services and business requirements.

*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.

Found Services That Fit
Your Business?

Let's turn your needs into the right solution.
Call Fiona now, or send your selected services and request a callback.

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Call Fiona

Prefer to talk now?

“There's a real peace of mind knowing that the financial side is being handled properly”.

Jedd Rifai - General Manager

North Byron Hotel

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Request a Callback

Fiona will be in touch within 1 business day

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Let Sherpa Tailor the Right Services
to Your Business​

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​Every business is different. ​

​Talk to Fiona about your needs, challenges and goals.

We'll help you find the right services and level of support for your business.​

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Fiona Todd B.Bus. (Acc) | BAS Agent: 26257291 | XERO Payroll Certified | Institute of Certified Bookkeepers | XERO Silver Partner | MYOB | Cyber Wardens (2025) | Hubdoc | Aust Bookkeepers Network |  20+ Year SMB Experience

Starting a New Business?

Get the Foundations Right

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Starting a business means juggling systems, payroll, BAS and cash flow. Sherpa helps you get organised, stay compliant and start with clear financial visibility.

Start Strong.
We'll Guide You.

Every new business is different.

Let's work out what you need to get started.

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Launch

Get the Foundations Right

Charged by the hour then:

$200-600*

/month (0-12 mths)

Billed monthly.

Bank, credit card & POS integrations and ongoing reconciliations

Payroll & STP setup and ongoing processing for up to 5 employees

Superannuation setup

BAS Preparation and Lodgement

“What to track from day one” KPI starter list

Plain-English Startup Sherpa Playbook

Receipt & invoice capture automation

Accounts receivable

Basic app stack integration

Email support during setup phase

Calm, structured guidance during a high-stress phase

Business structure & registration checklist (ABN, GST, PAYG, super)

Accounting software setup (Xero / equivalent)

Chart of accounts tailored to your specific industry

Establish and integrate time and attendance software

Basic break-even & wage cost guidance

Simple startup cash flow plan (first 90 days)

Break-even & wage cost guidance

KPIs & benchmarks

Catch up meeting on your preferred platform

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Clarity Today. Control Tomorrow.

From your first step to every summit...

Whether setting up, managing or growing your business, Sherpa provides practical bookkeeping and financial guidance for stronger foundations, better decisions and greater control.

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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.

FAQ - About Sherpa & Services

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