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Base
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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.
Summit
Trail
Base
Base
Trail
Summit
Base Package
Inclusions
The Sherpa Difference
$450-900 /mth
$900-1600 /mth
From
$1800-3000 /mth
Note: *Software subscriptions (e.g. Xero, Tanda, Deputy,
etc) are billed separately and not included in service fees.
1
Compliance & Core Bookkeeping (“Done right, on time & ATO-ready.”)
Bank reconciliations
BAS & GST
Payroll & super
Account Payable / Accounts Receivable
Compliance accuracy checks
✔ 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
Error checking
Clear explanations without jargon
Variations in purchase 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
Receipt capture
Cash flow tracking
13-week cash flow forecasting
Scenario modelling
✔ This directly addresses owner anxiety.
4
Profit & Industry Specific Insight. (“Busy doesn’t always mean profitable. - Where profit is made, lost, or quietly leaking.”)
Margin & pricing analysis
Revenue vs profit diagnostics
KPIs & benchmarks
Wage cost optimisation
Budget variance reporting* (Additional Service: Budget Creation)
✔ This is our hospitality specialisation.
5
Guidance & Growth Support (“Help deciding what to do next.”)
Decision support between meetings
Sustainability & profit planning
Accountability, action planning & direction
Strategy & advisory sessions
Owner confidence & peace of mind
✔ This is what makes Summit Summit.
Not sure which package fits?
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.