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Sherpa Bookkeeping Launch Package

01

Launch

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Launch Package
- Foundations & First Steps

Best For:  Pre-Open Venues, New Owners,
or The First Few Months Of Trading.

Designed for new businesses who want to start right from day one.


We set up your systems, compliance, and financial foundations so you avoid early mistakes and feel confident as you open and grow.

Summit

Trail

Base

Launch Package Inclusions

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​​The Sherpa Difference

01

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Launch

$200-600 /mth

(0-12 months)

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.”)

Launch

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

Accounting software setup (Xero / equivalent)

Chart of accounts tailored to your specific industry

Bank, credit card & POS integrations

Payroll & STP setup

Superannuation setup

Establish and integrate time and attendance software

✔ Business setup + foundations, not ongoing processing.

2

Financial Clarity (“Know what the numbers are telling you-in plain English.”)

Opening balance setup

Basic break-even & wage cost guidance

“What to track from day one” KPI starter list

Plain-English Startup Sherpa Playbook

✔ This is clarity for understanding, not monthly reporting yet.

✔ Coaching on how to read the map.

3

Time & Cash Control (“Stop reacting. Start planning. Systems & Visibility that Reduce Stress.”)

Simple startup cash flow plan (first 90 days)

Receipt & invoice capture automation

Basic app stack integration

✔  This is preventative cash control, not forecasting or scenario modelling.

4

Profit & Industry Specific Insight. 

(“Busy doesn’t always mean profitable.

- Where profit is made, lost, or quietly leaking.”)

Break-even & wage cost guidance

KPIs & benchmarks

✔ You’re setting the profit lens early, no margin analysis or KPI dashboards.

5

Guidance & Growth Support (“Help deciding what to do next.”)

Catch up meeting on your preferred platform

Calm, structured guidance during a high-stress phase

Email support during setup phase

✔ This is confidence-building guidance, not advisory cadence.

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A clear starting point

with no pressure

to continue.

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Month-to-month.

No long-term

contracts.

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Fees agreed upfront.

No unexpected

charges.

Accurate, compliant bookkeeping — done right.

*Subject to timely client information.

Proof In The Numbers

 - From Mess to Momentum

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Summaries

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.

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When something

needs fixing, we act.

FAQ - Launch 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.

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