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Summit
Summit Package
- Guidance & Strategic Support
Best For: Businesses Seeking Ongoing Guidance
and Strategic Direction.
Our most comprehensive package. Summit combines detailed financial insight with regular advisory support to help you plan ahead and make confident decisions.
Summit
Trail
Base
Summit Package Inclusions
Summit
The Sherpa Difference
04
Custom Quote
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.”)
Summit
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
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.”)
Weekly or Monthly - Budget Variance*
Revenue vs Profit Analysis
ADD-ONS: Speak with your Sherpa Consultant.
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.”)
Decision Support Between Meetings
Sustainability and Profit Planning
Accountability, Action Plan & Directory
Strategy & Advisory Sessions
Owner Confidence & Peace of Mind
✔ 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 - Summit 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.