We Work
How
Simply
We AIM to Keep Things Simple.
From our very first conversation to your regular reporting, we've designed our process to give you confidence that your bookkeeping is organised, your obligations are under control, and your business has the financial information it needs to move forward.
Better Bookkeeping
Let's Get to Know Each Other
01
Every great partnership starts with a conversation.
We'll take the time to understand your business, your goals and the challenges you're facing. We'll answer your questions, identify any immediate issues and make sure we're the right fit for your business.
After your Discovery Call you'll understand:
• Where your bookkeeping stands today
• Immediate opportunities or issues we've identified
• How Sherpa can support your business
• Which level of support is right for you
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A Smooth Transition
02
You keep running your business.
We'll take care of the transition.
We'll manage the transition for you, working with your previous bookkeeper or accountant where required, so everything is set up correctly from day one.
We will take care of:
• Reviewing your current systems
• Connecting your software
• Verifying opening balances
• Identifying any issues that need attention
• Preparing everything before ongoing work begins
Keeping Everything Running
03
You'll always know your numbers are up to date.
Once you're onboard, we work to an agreed schedule that suits your business.
Whether your bookkeeping is completed weekly, monthly or daily, we'll keep your financial information accurate, current and ready whenever you need it.
Depending on your package, this may include:
• Bank reconciliations
• Payroll
• Accounts Payable
• Accounts Receivable
• BAS & IAS
• Financial Reporting
Turning Numbers Into Insight
04
Information only creates value when it's understood.
Accurate bookkeeping is only the beginning. We help you understand what your numbers are telling you.
Through clear reporting, Operational Intelligence and practical conversations, we help you identify trends, uncover opportunities and make more informed business decisions.
Growing With You
05
Businesses evolve.
So does the support they need.
As your business grows, we'll regularly review your bookkeeping and reporting requirements, recommending additional support only when it genuinely adds value.
Our goal is to make sure your financial systems continue to support your business at every stage of its journey.
TECHNOLOGY THAT WORKS FOR YOU
Technology should make bookkeeping easier—not more complicated.
We use secure cloud-based systems to simplify financial management, improve accuracy and give you access to your financial information whenever you need it.
✔ Secure cloud systems
✔ Digital document collection
✔ Automation where appropriate
✔ Real-time collaboration
✔ Financial information when you need it
COMMUNICATION
You'll never be left wondering where things stand.
We believe communication should be clear, timely and practical.
✔ Prompt responses
✔ Plain-English advice
✔ Proactive communication
✔ Regular updates
✔ Close collaboration with your accountant
Our Promise
Your Journey Starts Here.
Our goal is simple.
To give you
confidence in your numbers, clarity in your decisions,
and more time to focus on growing your business.
