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Sherpa Ethos

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​At Sherpa Bookkeeping, our ethos is simple:

Clear analytics. Practical advice. Guidance over glory.

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We deliver accurate, up-to-date, compliant financials — paired with insight that helps business owners understand their numbers and act with confidence. Our clients don’t just receive reports — they gain clarity, control, and direction.

 

Internally, we’re building a team that values integrity, clarity, accountability, and meaningful impact — where the work you do genuinely improves how businesses operate.

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Job Type: (Part or Full Time)

 

Flexible structure — full-time for the right candidate, or part-time with a clear pathway to full-time as the role grows.

 

 

 

Role Purpose

 

The Senior Bookkeeper is the final checkpoint between completed bookkeeping work and the client.

 

You ensure every set of numbers is accurate, complete, compliant, and meaningful — transforming data into clear, reliable reports that clients can trust and act on.

 

This is a critical role within the practice, directly influencing client confidence, retention, and our ability to scale.

 

 

 

Key Responsibilities 

 

1. Work Review & Quality Control

• Review all completed bookkeeping work (reconciliations, payroll, BAS preparation) for accuracy and completeness

• Ensure work meets internal standards before progressing to reporting

• Identify and correct errors, inconsistencies, or missing information

• Maintain a high standard of data integrity across all client files

 

2. Monthly Reporting

• Prepare and deliver monthly financial reports for clients

• Ensure reports are clear, accurate, and delivered on time

• Customise reporting packs where required based on client needs

• Highlight key financial movements and trends

 

3. Insight & Issue Identification

• Identify anomalies, unusual transactions, or potential issues in client data

• Escalate risks, concerns, or opportunities to the Director

• Provide commentary or notes to support client understanding

• Support proactive client conversations through data insights

 

4. Client Communication Support

• Send reports directly to clients or prepare them for Director review and delivery

• Respond to basic client queries related to reports where appropriate

• Ensure communication is clear, professional, and timely

 

5. Process Improvement & Feedback Loop

• Identify recurring errors or inefficiencies in production work

• Provide structured feedback to the Operations Lead

• Contribute to the improvement of internal processes and SOPs

• Support continuous improvement across the practice

 

 

 

Key Outcomes (Success Measures)

 

High accuracy rate across all reviewed work

• Reports delivered on time, every cycle

• Reduction in recurring errors over time

• Clear, actionable insights provided to clients

• Minimal rework required after review

 

 

 

Skills & Experience

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• 5+ years bookkeeping or accounting background

• High attention to detail and strong analytical skills

• Experience preparing financial reports and interpreting data

• Familiarity with cloud accounting software (e.g., Xero, MYOB, QuickBooks)

• Strong organisational and time management skills

• Ability to identify issues and think critically

 

 

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Personal Attributes

 

Detail-oriented and methodical

• Strong sense of ownership and accountability

• Proactive problem solver

• Clear communicator

• Committed to continuous improvement

 

 

 

Start Date

 

*Immediate start available for the right candidate as we continue to grow.

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