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Trail
Trail Package - Clarity, Cash, and Insight
Best For: Growing Businesses or Those Needing Stronger Financial Visibility..
For owners who want more visibility and control. Trail Guide adds cash flow oversight and deeper financial insight to support better decisions.
Base
Summit
Trail
From
$1800-3000 /mth
$900-1600 /mth
$450-900 /mth
Trail Package
Inclusions
The Sherpa Difference
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.