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The right support, at every stage of the climb.
Most people come to us at the beginning — a new idea, a new business, and a desire to do it properly from day one. Here's how it works.
Get your structure right from day one
Before you start trading, you need to decide how your business will operate. Sole trader, company, or trust — the decision has long-term tax, legal, and asset protection consequences, and getting it wrong early is expensive to fix later.
Business setup & advice meeting
$975
Online meeting with Craig — your situation, goals, and the right structure for you
Written advice on the recommended structure
Company, trust, or partnership setup with all legal documents
ABN, TFN, GST, and PAYG registration
Business name registration
First year as your ASIC registered agent
All government fees passed through at cost
Get 50% off your advice meeting when you sign up to an annual package.
Why structure matters more than most people realise
The structure you choose determines how you're taxed, how your assets are protected, who owns what, and how easy the business is to sell one day. A sole trader setup takes minutes but costs you significantly in tax and protection as your business grows.
A company or trust structure is more complex to set up — but it's the foundation that everything else is built on. We make it straightforward.
Most clients are set up and ready to trade within days of their onboarding call.
Already set up? Skip to Step 3 — choose your package
Buying a business or franchise?
This step won't apply to everyone — most people go straight from Step 1 to Step 3.
But if you're looking at an existing business or franchise, stop before you sign anything.
One-off service
Due diligence and strategic advice for business purchases
What looks good on the surface often tells a very different story once you look at the numbers properly. We provide strategic advice and financial due diligence so you know exactly what you're buying, what it's really worth, and what risks you're taking on.
Financial analysis of the business — P&L, balance sheet, cash flow
Assessment of what you're actually buying versus what you're being told
Valuation guidance so you negotiate from a position of knowledge
Risk identification before you commit
Advice on the right structure to acquire the business in
Look under the bonnet first
Many business buyers discover problems after the deal is done. Due diligence exists so you don't become one of them.
Priced based on the complexity of the transaction. Get in touch to discuss.
Choose your level of ongoing support
Every package is designed to help you reach your first $1M in revenue
The package you start on reflects where your business is today. As your revenue grows, your support level grows with it.
Basecamp
For businesses under $250,000 in annual turnover
$345
/month + GST
Annual commitment — save 2 months
$414/month + GST on a month-to-month basis
Includes
Monthly live coaching webinars
Xero & DEXT account setup included
BAS lodgement
Annual company or trust tax return
2 personal tax returns
4 support calls per year
Bookkeeping add-on — $175/month
ASIC registered agent add-on ($300/yr)
Ascent
For businesses under $250,000 in annual
turnover
$1,295
/month + GST
Annual commitment — save 2 months
$1155/month + GST on a month-to-month basis
Everything in basecamp, plus
Monthly live coaching webinars
Monthly bookkeeping included
Monthly management reports
Job profitability analysis
Quarterly CFO meetings
Annual tax planning meeting
ASIC registered agent included
Unlimited support calls
Summit
For businesses $1,000,000 – $5,000,000 in annual turnover
$2,170
/month + GST
Annual commitment — save 2 months
$2,605/month + GST on a month-to-month basis
Everything in Ascent, plus
Monthly live coaching webinars
Monthly CFO meetings
Annual budget preparation
KPI dashboard
Additional bookkeeping transactions
Full video course included
Unlimited support calls
| Service | Basecamp | Ascent | Summit |
|---|---|---|---|
| SETUP & COMPLIANCE | |||
| Xero & DEXT account setup (software at cost)* | ✔ | ✔ | ✔ |
| BAS lodgement | ✔ | ✔ | ✔ |
| Annual company or trust tax return | ✔ | ✔ | ✔ |
| Personal tax returns (x2) | ✔ | ✔ | ✔ |
| ASIC registered agent (inc. lodgements & resolutions) | Add-on $300/yr | ✔ Included | ✔ Included |
| BOOKKEEPING & REPORTING | |||
| Monthly bookkeeping | Add-on $175/mo | ✔ Included | ✔ Included |
| Included transactions | Up to 150/mo | Up to 300/mo | Up to 450/mo |
| Monthly management reports | — | ✔ | ✔ |
| Job profitability analysis | — | ✔ | ✔ |
| Annual budget preparation | — | — | ✔ |
| KPI dashboard | — | — | ✔ |
| CFO SERVICES | |||
| Annual tax planning meeting | — | ✔ | ✔ |
| Quarterly CFO meetings | — | ✔ | ✔ |
| Monthly CFO meeting | — | — | ✔ |
| SUPPORT | |||
| Support calls | 4 calls/year | Unlimited | Unlimited |
| Payroll services | POA add-on | POA add-on | POA add-on |
| EDUCATION & COMMUNITY | |||
| Monthly live coaching webinars | ✔ | ✔ | ✔ |
| Guest referral pass (1 per session) | ✔ | ✔ | ✔ |
| Full video course access | — | — | ✔ Included |
Every cent is tax deductible.
Startup Sherpa fees are a tax-deductible business expense — which means the ATO is effectively subsidising your growth. At the top marginal tax rate of 45%, your real out-of-pocket cost could be significantly less than the sticker price.
Basecamp
$345/month
~$190
/month
after tax at 45%
Ascent
$1295/month
~$712
/month
after tax at 45%
Summit
$2170/month
~$1194
/month
after tax at 45%
Actual savings depend on your individual tax position. Speak to your accountant — or better yet, that’s exactly what we’re here for.
How the tiers work
Basecamp
Under $250,000 annual turnover
Ascent
$250,000 – $1,000,000 annual turnover
Basecamp
$1,000,000 – $5,000,000 annual turnover
Custom
Above $5,000,000 — quoted individually
Your package is reviewed annually and adjusted to match your revenue tier. If your business grows significantly mid-year, we'll have a conversation about moving you up sooner.
You're also welcome to upgrade voluntarily at any time if you want more support before you hit the threshold.
Not sure which tier you're in yet?
Take the quiz →
Book your personalised onboarding
Once you've chosen your package, the last step is your onboarding call with Craig.
This is where the relationship begins properly.
This is where the relationship begins
Your onboarding call is a chance to put a human face to your journey — tell us about your business, and make sure we understand where you're headed and how we can best support you.
If you've purchased a business structure setup with us, we'll provide advice on the best structure and answer any questions you might have.
Before you book, we'll ask you to complete a short onboarding form. It takes about 10 minutes and gives us everything we need to make the conversation as useful as possible from the first minute.
What to expect
Your onboarding call sets the tone for everything that follows. Here's how it works.
Complete the short onboarding form — takes about 10 minutes
Book a time that suits you — typically 45–60 minutes
Meet Craig on Zoom — tell us about your business and your goals
Receive structure advice if you've purchased the setup service
We get to work — you'll be trading and invoicing in no time
Common questions
Everything you need to know
Can I pay monthly?
All packages are available on a monthly rolling basis. If you'd prefer to commit annually, you get two months free — saving $790 on Basecamp, $2,790 on Ascent, and $4,700 on Summit.
Are these costs tax deductible?
Yes — accounting and business advisory fees are generally deductible as a business expense when you're operating a business. We'd always recommend confirming with us at your first meeting as every situation is different.
What is Xero and why do I need it?
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Do you do payroll?
Yes, payroll is available as an add-on service across all packages. Pricing is quoted based on the number of employees and pay frequency. Ask us about it on your onboarding call.
Can I get advice before I sign up?
Absolutely. Book a discovery call with Craig — it's a free 20-minute conversation to talk through where you are, what you need, and whether Startup Sherpa is the right fit. No obligation, no sales pressure.
What if I need more than 4 support calls on Basecamp?
You can upgrade to Ascent at any time for unlimited support calls. Alternatively, speak to us about your options — we'll work something out that suits your situation.
How do I cancel?
You can cancel at any time before your next renewal period. Monthly plan — before your next monthly billing date. Annual plan — before your annual renewal date. No lock-in, no cancellation fees.
How long does it take to get started?
Quickly. We can have your business structure set up within days of your onboarding call, and your Xero accounts configured within a week after that. Most clients are up and running, invoicing, and collecting within two weeks of signing up.
What if my turnover grows into the next tier?
Your package is reviewed annually and adjusted to match your revenue. If you grow significantly mid-year, we'll have a conversation about moving you up sooner. You're also welcome to upgrade voluntarily at any time if you want more support before reaching the threshold.
What's included in the monthly webinars?
Every month we run a live 60-minute session on Zoom — 30 minutes of presentation and 30 minutes of open Q&A. Topics cover business structure, finance, marketing, sales, systems, people, and growth strategy. Sessions are recorded for clients who can't attend live. You also get one free guest pass per session.
Do you work with businesses outside Australia?
We're an Australian registered accounting practice so our compliance services are specific to Australian tax and corporate law. If you're based overseas or have cross-border operations, get in touch and we can discuss what's possible.
I'm already trading — can I still join?
Absolutely. Many of our clients are already trading when they join us — some have been in business for years and want better support and more strategic advice. Choose the package that matches your current turnover and book your onboarding call. We'll take it from there.
Not sure where to start?
Take the three-minute quiz and we'll tell you exactly which path you're on and which package makes sense for where you are today.
The higher you climb, the more we carry.
Startup Sherpa is a trading name of
Kalek Advisors Pty Ltd
ABN: 58 693 152 251
Tax Agent No: 26338091 · ASIC Agent No: 54256
PO Box 135, Darlington WA 6070
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© 2025 Kalek Advisors Pty Ltd trading as Startup Sherpa. All rights reserved.
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The information on this website is general in nature and does not constitute financial, tax, or legal advice. Please seek professional advice tailored to your specific circumstances.