Base Package
- Clear, Compliant, and Reliable
Best For: Businesses Wanting Reliable Compliance
and Clean Monthly Numbers.
For established businesses that need bookkeeping done properly and on time.
We keep your records accurate, compliant, and clear — so you always know where things stand.
02
Base
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Summit
Trail
Base
Base Package Inclusions
The Sherpa Difference
02
Base
$450-900 /mth*
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.”)
Base
Bank Reconciliation
BAS & IAS Compliant - GST
Payroll, Super STP
Accounts Payable
Accounts Receivable
Receipt Capture
Weekly or Monthly
✔ This is the foundation. No fluff. No “extras”.
2
Financial Clarity (“Know what the numbers are telling you-in plain English.”)
Monthly P&L & Balance Sheet
What Changed / Why It Matters
Weekly or Monthly - Error Checking
Weekly or Monthly - Clear Explanations
Weekly or Monthly - Variations in Costs
✔ This is where we stop being “just a bookkeeper”.
3
Time & Cash Control (“Stop reacting. Start planning. Systems & Visibility that Reduce Stress.”)
Automation & Workflows
ADD-ONS: Speak with your Sherpa Consultant.
Cash Flow Tracking
13 Week Cash Flow Forecasting
Scenario Modelling
ADD-ONS: Speak with your Sherpa Consultant
✔ This directly addresses owner anxiety.
4
Profit & Industry Specific Insight.
(“Busy doesn’t always mean profitable.
- Where profit is made, lost, or quietly leaking.”)
ADD-ONS: Speak with your Sherpa Consultant.
Weekly or Monthly - Budget Variance*
Revenue vs Profit Analysis
Margin & Pricing Analysis
Wages Cost Optimisation
KPI Reports
Benchmark Analysis
ADD-ONS: Speak with your Sherpa Consultant
*Additional Service: Budget Creation
✔ This is our hospitality specialisation.
5
Guidance & Growth Support ("Help deciding what to do next.”)
ADD-ONS: Speak with your Sherpa Consultant.
Decision Support Between Meetings
Sustainability and Profit Planning
Accountability, Action Plan & Directory
Strategy & Advisory Sessions
Owner Confidence & Peace of Mind
ADD-ONS: Speak with your Sherpa Consultant
✔ This is what makes Summit Summit.
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.
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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.
When something
needs fixing, we act.
FAQ - Base 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.