Focus on what matters most to you while the pros handle the rest

SherpaCPAs will be in your corner as your finance and accounting department. We'll take care of the books and so much more.

What SherpaCPas can do for you:

In addition to our better-than-industry bookkeeping, add the services you need for a bespoke offering customized to your business

Monthly Bookkeeping & Transaction Management

Daily transaction coding and review
Bank and credit card reconciliation (multi-account)
Account categorization and account reconciliation
Monthly general ledger close and reconciliation

Financial Systems & Process Improvement

Chart of accounts design and optimization
Accounting policy documentation
Close process documentation and standardization
Internal controls assessment
System integration (QBO, Gusto, Ramp, Bill.com, etc.)
Process improvement recommendations

Monthly Financial Reporting

Customized income statement, balance sheet, cash flow statement
Industry-specific KPI dashboards
Month-end variance analysis and commentary
Executive summary narrative

Payroll Setup & Management

3rd party software integration and configuration
Regular payroll processing and approval
Quarterly payroll tax filing (federal and state)
Year-end W-2/1099 preparation
Accounts Payable Management

Tax Compliance & Planning

Business tax returns (S-Corp, C-Corp, LLC, partnership)
State and local tax filings
Sales tax and franchise tax compliance
Quarterly estimated payment planning
Annual tax strategy session

Fractional CFO / Controller Advisory Services

Quarterly business reviews (strategic financial planning)
Cash flow forecasting and scenario modeling
Annual strategic financial planning
Investor relations and fundraising support (for SaaS/VC-backed)
Advisory on financial strategy, cost optimization, growth initiatives

We make accounting a competitive advantage, not just compliance.

Focus

Mid-Market Specialists

01

Our expertise is tailored for companies generating $5M-$100M in revenue and ~20-400 employees.

Our expertise is tailored for companies generating $5M-$100M in revenue and ~20-500 employees.

We understand the unique complexities and growth trajectories of mid-sized businesses, offering relevant, scalable solutions.

The greatest opportunity for efficiency is found in companies that have outgrown their small market solutions. We offer a team of specialists not found in other one-size-fits-all approaches.

Entrepreneurial Partnership

02

Starting a company? Let us be your business minded cofounder...

We think like founders, not just accountants. Our team brings a proactive, growth-oriented perspective to your finances, helping you navigate challenges and seize opportunities with agility.

We offer a curated service that scales perfectly with you on the way up.

METHODOLOGY

tHE sHERPAcpaS pROCESS

01

Discovery & Strategic Alignment

We begin with a comprehensive consultation to understand your business model, current financial challenges, and long-term strategic goals. This involves deep dives into your existing systems and processes to identify pain points and opportunities.

02

Custom Process & Integration

We agree on scope based our discovery. Then we connect to your existing tools, clean up your books, and streamline workflows across bookkeeping, payroll, and tax. We design optimized financial processes and recommend best‑in‑class software to automate routine tasks, improve accuracy, and keep you compliant—so you always have clear, timely numbers to run your business.

03

partnership and growth accounting gear icon

Continuous Optimization & Advisory

As your full external accounting department, we maintain your financial systems end‑to‑end, ensuring everything runs smoothly. We manage ongoing accounting, reporting, and proactive advisory, continuously monitoring performance, making improvements, and adjusting processes as your business and the market evolve, so your financial strategy always supports higher profitability, scalability, and long‑term growth.

THE SHERPA DIFFERENCE

Not Your Typical CPA Firm.

We Are Growth Architects.

We replace the bureaucratic friction of traditional firms with entrepreneurial agility and process excellence.

Software Partnerships and Specialties

START THE CONVERSATION

Ready to Scale
With Confidence?

Tell us about your business and financial goals. We'll design a custom roadmap for your finance function.

Free Initial Consultation

No commitment discussion to assess fit and needs.

Custom Proposal

Tailored scope of services and fixed pricing options.