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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.
Summit
Trail
Base
Trail Package Inclusions
The Sherpa Difference
03
Trail
$900-1600 /mth*
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.”)
Trail
Summit
Base
SB-DCFM - Bank Reconciliation
SB-C&R - BAS & IAS Compliant - GST
SB-DCFM - Payroll, Super STP
SB-DCFM - Accounts Payable
SB-DCFM - Accounts Receivable
SB-C&R - Weekly or Monthly
✔ This is the foundation. No fluff. No “extras”.
2
Financial Clarity (“Know what the numbers are telling you-in plain English.”)
OI-PI - Monthly P&L & Balance Sheet
OI-PI - What Changed / Why It Matters
SB-C&R - Weekly or Monthly - Error Checking
SB-C&R - Weekly or Monthly - Clear Explanations
SB-C&R - 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.”)
OI-EO - Automation & Workflows
SB-DCFM - Accounts Receivable - Receipt Capture
OI-PC - Cash Flow Tracking
OI-PC - 13 Week Cash Flow Forecasting
OI-PC - 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.”)
OI-PI - Margin & Pricing Analysis
OI-E&T - Wages Cost Optimisation
OI-PI - Revenue vs Profit Analysis
OI-BP - KPI Reports
OI-BP - Benchmark Analysis
SB-C&R - Weekly or Monthly - Budget Variance*
*Additional Service: Budget Creation
✔ This is our hospitality specialisation.
5
Guidance & Growth Support ("Help deciding what to do next.”)
OI-E&T - Decision Support Between Meetings
OI-PI - Sustainability and Profit Planning
OI-E&T - Accountability, Action Plan & Directory
OI-E&T - 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 - Trail 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.