

































TRUSTED BY
Client Tailored Packages
OI Consulting
1
2
3
Explore
Your Services
Discuss
Your Needs
Receive
Your Quote
Starting from
$450*
/month


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...
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.
“There's a real peace of mind knowing that the financial side is being handled properly”.
Jedd Rifai - General Manager
North Byron Hotel
Request a Callback
Fiona will be in touch within 1 business day

Let Sherpa Tailor the Right Services
to Your Business

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.

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

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

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.




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.



%20-%20(445%20x%20445%20px).png)




