Sherpa Bookkeeping Client Engagement
Quote For Review
Introduction
01 Your Current Position
02 Recommended Support Level
03 What's Included
04 Investment (Quote)
05 Next Steps
Introduction
Thank you for the opportunity to support your business.
Based on our discussion, the following quote outlines the recommended bookkeeping support and associated fees designed to keep your records accurate, compliant, and up to date.
01 Your Current Position
Based on our conversation, we understand the current priorities include:
- Need a bookkeeper that is dependable and available when needed
- Ensure compliant
- Review, prepare and lodge BAS and IAS as they fall due
- Prepare EOFY pack for accountant
- Answer queries as required
02 Recommended Support Level
Based on the volume of transactions and operational requirements of your business, we recommend the following support level.
Recommended Package:
This level of support is designed to ensure your bookkeeping remains accurate, compliant, and organised so you can focus on running the business.
Trail
03 What's Included
Your bookkeeping support includes the following based on your team size and complexity.
The Sherpa Difference
1
Compliance & Core Bookkeeping (“Done right, on time & ATO-ready.”)
Owner Confidence & Peace of Mind
Catch up meeting on your preferred platform
ADD-ONS: Speak with your Sherpa Consultant.
Calm, structured guidance during a high-stress phase
Email support during setup phase
Accounts Receivable
Wages Cost Optimisation
Basic app stack integration
BAS Preparation and Lodgement
KPIs & benchmarks
Bank, credit card & POS integrations and ongoing reconciliations
Simple startup cash flow plan (first 90 days)
“What to track from day one” KPI starter list
ADD-ONS: Speak with your Sherpa Consultant.
Business structure & registration checklist (ABN, GST, PAYG, super)
Basic break-even & wage cost guidance
Superannuation setup
ADD-ONS: Speak with your Sherpa Consultant.
Accounting software setup (Xero / equivalent)
Receipt & invoice capture automation
Establish and integrate time and attendance software
Payroll & STP setup and ongoing processing for up to 5 employees
Plain-English Startup Sherpa Playbook
Chart of accounts tailored to your specific industry
ADD-ONS: Speak with your Sherpa Consultant.
Break-even & wage cost guidance
Accountability, Action Plan & Directory
KPI Reports
Receipt Capture
Payroll, Super, STP
Margin & Pricing Analysis
Weekly or Monthly
Weekly or Monthly- Variations in Costs
Weekly or Monthly - Clear Explanations
Strategy & Advisory Sessions
ADD-ONS: Speak with your Sherpa Consultant.
Scenario Modelling
Cash Flow Tracking
Decision Support Between Meetings
Revenue vs Profit Analysis
Monthly P&L & Balance Sheet
13 Week Cash Flow Forecasting
Sustainability and Profit Planning
Bank Reconciliation
Accounts Payable
Weekly or Monthly - Error Checking
Automation & Workflows
What Changed / Why It Matters
Weekly or Monthly - Budget Variance*
BAS & IAS Compliant - GST
Benchmark Analysis
No Inclusions in this package.
✔ Business setup + foundations, not ongoing processing.
2
Financial Clarity (“Know what the numbers are telling you-in plain English.”)
Owner Confidence & Peace of Mind
Catch up meeting on your preferred platform
ADD-ONS: Speak with your Sherpa Consultant.
Calm, structured guidance during a high-stress phase
Email support during setup phase
Accounts Receivable
Wages Cost Optimisation
Basic app stack integration
BAS Preparation and Lodgement
KPIs & benchmarks
Bank, credit card & POS integrations and ongoing reconciliations
Simple startup cash flow plan (first 90 days)
“What to track from day one” KPI starter list
ADD-ONS: Speak with your Sherpa Consultant.
Business structure & registration checklist (ABN, GST, PAYG, super)
Basic break-even & wage cost guidance
Superannuation setup
ADD-ONS: Speak with your Sherpa Consultant.
Accounting software setup (Xero / equivalent)
Receipt & invoice capture automation
Establish and integrate time and attendance software
Payroll & STP setup and ongoing processing for up to 5 employees
Plain-English Startup Sherpa Playbook
Chart of accounts tailored to your specific industry
ADD-ONS: Speak with your Sherpa Consultant.
Break-even & wage cost guidance
Accountability, Action Plan & Directory
KPI Reports
Receipt Capture
Payroll, Super, STP
Margin & Pricing Analysis
Weekly or Monthly
Weekly or Monthly- Variations in Costs
Weekly or Monthly - Clear Explanations
Strategy & Advisory Sessions
ADD-ONS: Speak with your Sherpa Consultant.
Scenario Modelling
Cash Flow Tracking
Decision Support Between Meetings
Revenue vs Profit Analysis
Monthly P&L & Balance Sheet
13 Week Cash Flow Forecasting
Sustainability and Profit Planning
Bank Reconciliation
Accounts Payable
Weekly or Monthly - Error Checking
Automation & Workflows
What Changed / Why It Matters
Weekly or Monthly - Budget Variance*
BAS & IAS Compliant - GST
Benchmark Analysis
No Inclusions in this package.
✔ 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.”)
Owner Confidence & Peace of Mind
Catch up meeting on your preferred platform
ADD-ONS: Speak with your Sherpa Consultant.
Calm, structured guidance during a high-stress phase
Email support during setup phase
Accounts Receivable
Wages Cost Optimisation
Basic app stack integration
BAS Preparation and Lodgement
KPIs & benchmarks
Bank, credit card & POS integrations and ongoing reconciliations
Simple startup cash flow plan (first 90 days)
“What to track from day one” KPI starter list
ADD-ONS: Speak with your Sherpa Consultant.
Business structure & registration checklist (ABN, GST, PAYG, super)
Basic break-even & wage cost guidance
Superannuation setup
ADD-ONS: Speak with your Sherpa Consultant.
Accounting software setup (Xero / equivalent)
Receipt & invoice capture automation
Establish and integrate time and attendance software
Payroll & STP setup and ongoing processing for up to 5 employees
Plain-English Startup Sherpa Playbook
Chart of accounts tailored to your specific industry
ADD-ONS: Speak with your Sherpa Consultant.
Break-even & wage cost guidance
Accountability, Action Plan & Directory
KPI Reports
Receipt Capture
Payroll, Super, STP
Margin & Pricing Analysis
Weekly or Monthly
Weekly or Monthly- Variations in Costs
Weekly or Monthly - Clear Explanations
Strategy & Advisory Sessions
ADD-ONS: Speak with your Sherpa Consultant.
Scenario Modelling
Cash Flow Tracking
Decision Support Between Meetings
Revenue vs Profit Analysis
Monthly P&L & Balance Sheet
13 Week Cash Flow Forecasting
Sustainability and Profit Planning
Bank Reconciliation
Accounts Payable
Weekly or Monthly - Error Checking
Automation & Workflows
What Changed / Why It Matters
Weekly or Monthly - Budget Variance*
BAS & IAS Compliant - GST
Benchmark Analysis
No Inclusions in this package.
✔ 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.”)
Owner Confidence & Peace of Mind
Catch up meeting on your preferred platform
ADD-ONS: Speak with your Sherpa Consultant.
Calm, structured guidance during a high-stress phase
Email support during setup phase
Accounts Receivable
Wages Cost Optimisation
Basic app stack integration
BAS Preparation and Lodgement
KPIs & benchmarks
Bank, credit card & POS integrations and ongoing reconciliations
Simple startup cash flow plan (first 90 days)
“What to track from day one” KPI starter list
ADD-ONS: Speak with your Sherpa Consultant.
Business structure & registration checklist (ABN, GST, PAYG, super)
Basic break-even & wage cost guidance
Superannuation setup
ADD-ONS: Speak with your Sherpa Consultant.
Accounting software setup (Xero / equivalent)
Receipt & invoice capture automation
Establish and integrate time and attendance software
Payroll & STP setup and ongoing processing for up to 5 employees
Plain-English Startup Sherpa Playbook
Chart of accounts tailored to your specific industry
ADD-ONS: Speak with your Sherpa Consultant.
Break-even & wage cost guidance
Accountability, Action Plan & Directory
KPI Reports
Receipt Capture
Payroll, Super, STP
Margin & Pricing Analysis
Weekly or Monthly
Weekly or Monthly- Variations in Costs
Weekly or Monthly - Clear Explanations
Strategy & Advisory Sessions
ADD-ONS: Speak with your Sherpa Consultant.
Scenario Modelling
Cash Flow Tracking
Decision Support Between Meetings
Revenue vs Profit Analysis
Monthly P&L & Balance Sheet
13 Week Cash Flow Forecasting
Sustainability and Profit Planning
Bank Reconciliation
Accounts Payable
Weekly or Monthly - Error Checking
Automation & Workflows
What Changed / Why It Matters
Weekly or Monthly - Budget Variance*
BAS & IAS Compliant - GST
Benchmark Analysis
No Inclusions in this package.
✔ You’re setting the profit lens early, no margin analysis or KPI dashboards.
5
Guidance & Growth Support (“Help deciding what to do next.”)
Owner Confidence & Peace of Mind
Catch up meeting on your preferred platform
ADD-ONS: Speak with your Sherpa Consultant.
Calm, structured guidance during a high-stress phase
Email support during setup phase
Accounts Receivable
Wages Cost Optimisation
Basic app stack integration
BAS Preparation and Lodgement
KPIs & benchmarks
Bank, credit card & POS integrations and ongoing reconciliations
Simple startup cash flow plan (first 90 days)
“What to track from day one” KPI starter list
ADD-ONS: Speak with your Sherpa Consultant.
Business structure & registration checklist (ABN, GST, PAYG, super)
Basic break-even & wage cost guidance
Superannuation setup
ADD-ONS: Speak with your Sherpa Consultant.
Accounting software setup (Xero / equivalent)
Receipt & invoice capture automation
Establish and integrate time and attendance software
Payroll & STP setup and ongoing processing for up to 5 employees
Plain-English Startup Sherpa Playbook
Chart of accounts tailored to your specific industry
ADD-ONS: Speak with your Sherpa Consultant.
Break-even & wage cost guidance
Accountability, Action Plan & Directory
KPI Reports
Receipt Capture
Payroll, Super, STP
Margin & Pricing Analysis
Weekly or Monthly
Weekly or Monthly- Variations in Costs
Weekly or Monthly - Clear Explanations
Strategy & Advisory Sessions
ADD-ONS: Speak with your Sherpa Consultant.
Scenario Modelling
Cash Flow Tracking
Decision Support Between Meetings
Revenue vs Profit Analysis
Monthly P&L & Balance Sheet
13 Week Cash Flow Forecasting
Sustainability and Profit Planning
Bank Reconciliation
Accounts Payable
Weekly or Monthly - Error Checking
Automation & Workflows
What Changed / Why It Matters
Weekly or Monthly - Budget Variance*
BAS & IAS Compliant - GST
Benchmark Analysis
No Inclusions in this package.
✔ This is confidence-building guidance, not advisory cadence.
04 Investment (Quote)
Your Monthly Service Fee would be: per month.
This fee is based on the current transaction volume and scope discussed. Final pricing may be adjusted if the transaction volume materially changes.
Software subscriptions (such as Xero or rostering systems) are additional where applicable.
$450
Quote
Client:
First Name*
Elizabeth
Last Name*
Vaughan
Company Name*
All About Autism
ABN*
32 982 108 256
Address*
38 Cribb Street
Suburb/City*
Landsborough
State*
Qld
Post Code*
4550
Your Recommended Package
Your Recommended Package*
Trail
Confirmed Price / Mth*
$450
Payroll:
(Current No. of Employees)*
8
Transactions:
(Average Number/Mth)*
200
Notes (Package)
All About Autism will continue to manage their day-to-day bank reconciliations and payroll, with Sherpa providing oversight and support as needed.
Sherpa will prepare and lodge IAS and BAS, assist with Workers Compensation requirements, lodge annual Workers Compensation returns and provide ongoing advice and guidance as required.
As part of our service, we will review the accounts and payroll information for accuracy and compliance and work with All About Autism to address any queries or adjustments identified.
Trail level recommended, providing All About Autism with compliance support, regular oversight and access to Sherpa’s advice while they continue to manage their day-to-day bookkeeping and payroll internally.
Fees (If Applicable)
Rates
Clean Up: $120/hr, Hourly: $90/hr
Project Work (or Additional's)
Any additional project or catch-up work identified during onboarding will be discussed with the client prior to commencing.
Notes (Fees)
Fees are invoiced weekly
05 Next Steps
To accept your quote, please review and complete your Letter of Engagement and Agreement using the link above.
Once completed, we will commence onboarding and begin preparing your accounts.
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.
Our goal is simple — accurate books, clear numbers, and support.
Clear analytics. Practical advice. Guidance over glory.
Bookkeeping that reveals what matters.
Appendix
Service Level Guide (Cost Summary)
Our Service Guide explains how we work with you — from setup and compliance through to clear, confident financial insight.
Our Approach is practical and structured, designed to make things clear and manageable at every stage. Use this guide to understand what’s included -to choose a level of support that’s right for you.
Our Packages have been designed with you in mind — and if you’re simply after straightforward bookkeeping support, feel free to call us to discuss a solution tailored to your specific needs.
The Sherpa Difference
* Indicative package ranges based on team size and complexity. Final inclusions are confirmed following a brief assessment.
Best Suited For:
Transactions/
month
Payroll
Inclusions
Monthly
Investment (AUD)
SERVICE LEVEL GUIDE - "Where you fit, not what you’re sold."
01 Launch Package
Start Ups,
Sole Traders &
Small Teams
Primary Outcome: Clean Financial Foundations & First Steps
Up to 200 transactions/mth
Up to 5 Employees
Bank Reconciliations,
BAS, Email Support
Set Up: $90/hr
Ongoing:
$200-600/mth
02 Base Package
Growing Teams & Compliant Focused Business Owners
Up to 300 transactions/mth
Up to 10
Employees
Weekly
Reconciliations,
Basic Reports
$450-900/mth
Primary Outcome: Clear, Compliant & Reliable. Peace of Mind.
03 Trail Package
Established & Growth Focused Business Owners
Primary Outcome: Clarity, Cash & Insight. Better Decisions.
Up to 500 transactions/mth
Up to 20
Employees
Daily,
Reconciliations,
Full Reporting
$900-1600/mth
04 Summit Package
Established Businesses /
Enterprise Solutions
Primary Outcome: Guidance & Strategic Support
Custom Solution With Real-Time Reporting
20+
Employees
Insights &
Priority Support
From $1800/mth