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Quote For Review
Client Engagement
Your Services.
Your Scope. Your Quote.
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:
- Ensure Balance Sheet and P&L are correctly reflected
- Prepare reporting Scorecards to highlight wins and shortfalls
- Assist with job profitability
- Manage admin in Simpro
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.
$1,200
Client:
First Name*
Sean
Last Name*
McFadden
Email*
Company Name*
CPG Solutions Pty Ltd
ABN*
73 685 653 856
Address*
6 Brushtree Crt
Suburb/City*
Burleigh Waters
State*
QLD
Post Code*
4220
Your Recommended Package
Your Recommended Package*
Trail
Confirmed Price / Mth*
$1,200
Payroll:
(Current No. of Employees)*
0
Transactions:
(Average Number/Mth)*
100
Notes (Package)
- Admin will charged out on a per hour basis and will be $60 including oncosts, no down time
- Based on 4 bank accounts
- Accounts Receivable and Accounts Payable support
Fees (If Applicable)
Rates
Clean Up: $120/hr, Hourly: $90/hr
Project Work (or Additional's)
- Any clean-up work required will be discussed, if needed
Notes (Fees)
- Admin will be phased in over the next month to ensure we are across both your book and software and nothing falls through the cracks
- Simpro and Ezzy Bills subscriptions managed by CPG Solutions
This is an indicative estimate, subject to further discussion and scoping before a final quote can be provided.
To discuss your estimate and obtain a final quote, please contact Fiona directly on 0414 760 067.
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05 Next Steps
Estimate Quote — Next Steps
This is an indicative estimate based on your initial service selections, not a final quote.
Please contact Fiona directly on 0414 760 067 to discuss your business requirements and confirm the scope of services.
Following this discussion, we will prepare your final tailored quote for review.
Final Quote — 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.