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Book a Sherpa Bookkeeping Consult

Initial Client Consult

Bookkeeping Bobblehead - No More - Picture of the past hanging as a monument.

Discovery Call

(For Internal Use Only)

Initial Assessment

Pre/Post-
Financial Health Check

Sherpa Discovery Framework

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This Discovery Framework helps identify operational pressure points, visibility gaps, profitability concerns, and support opportunities across the business.

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You can use this framework conversationally throughout discovery, ticking relevant areas discussed and capturing key operational insights and next steps.​

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Discovery Questions To Uncover Pain Points
Reporting Gaps
Operational Inefficiencies
Profitability / Cashflow Concerns
Present or Future Opportunities of OI

New Prospect/

Client Business Overview

Business Overview


Current Business Pressures

Current Business Pressures






SMARTER BOOKKEEPING

SETUP & RECOVERY

SB: Setup & Recovery

DAILY CASH FLOW MGT

SB: Daily Cash Flow Mgt

COMPLIANCE & REPORTING

SB: Compliance & Reporting

FINANCIAL CONTROL

SB: Financial Control



OI - OPERATIONAL INTELLIGENCE

BUSINESS PERFORMANCE:

(Business Analytics - What’s happening?)

OI: Business Performance

PROFIT INTELLIGENCE

(Where is money leaking?)

OI: Profit Intellience

PREDICITIVE CASH FLOW

(Visibility & Forecasting - What’s ahead?)

OI: Predictive Cash Flow

EFFICIENT OPERATIONS

(What actions should we take?)

OI : Efficient Operations

EXECUTION & TRACKING

(Team/Systems Performance 

- How efficiently does the business operate?)


OI: Execution & Tracking



RECOMMENDED SERVICE LEVEL

Packages:
Consulting / Add-Ons:





Sherpa Smarter Bookkeeping AI icon representing smarter bookkeeping, automation, analytics, and financial visibility.
Sherpa Operational Intelligence icon representing business performance insight, analytics, and operational visibility.
Sherpa Bookkeeping setup and recovery services including Xero conversion, bookkeeping rescue, and cloud systems integration.
Sherpa Bookkeeping daily cash flow management services including accounts payable, receivable, bank reconciliation, and payroll.
Sherpa Bookkeeping compliance and reporting services including BAS, IAS, financial reporting, and accountant-ready records.
Sherpa Bookkeeping financial control services including cash flow visibility and financial health checks.

Business Needs

Sherpa Operational Intelligence Business Performance icon representing business analytics and performance visibility.
Sherpa Operational Intelligence Profit Intelligence icon representing profitability analysis and business growth insights.
Sherpa Operational Intelligence Predictive Cash Flow icon representing forecasting, cash flow planning, and financial visibility.
Sherpa Operational Intelligence Efficient Operations icon representing streamlined workflows and operational performance.
Sherpa Operational Intelligence Execution & Tracking icon representing operational accountability, workflow coordination, business execution, and performance tracking systems.
Sherpa Bookkeeping Packages - bookkeeping and operational intelligence solutions for all businesses.

Sherpa Bookkeeping Accreditations and Memberships

ICB
Sherpa Books BAS Agent Numnber
Certified Silver Xero Partner
Myob experienced bookkeeper
Xero Payroll Certified Bookkeeper
Cyber Wardens 2025
Power BI
Hub Doc from Xero
Australian Bookkeepers Network member
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