Frequently Asked Questions

What industries do you serve?

SherpaCPAs serves businesses across most industries with a specialty offering in the SaaS,  Healthcare, and Professional Services fields.

How do you price your services?

Most clients are on a fixed monthly package based on transaction volume, complexity, and scope (bookkeeping only, bookkeeping + tax, or bookkeeping + tax + advisory), with any distinct project work quoted separately in advance. See what services we provide here.

Are there any setup or cleanup fees?

If your books need major historical cleanup, conversions, or catch‑up work, those projects are typically scoped and priced clearly before starting recurring services.

Is outsourced accounting cheaper than hiring in‑house?

For our start-up and mid-size clients outsourced accounting will be cheaper than hiring in-house. SherpaCPAs provides high quality accounting resources with broad experience at the quantity curated to each specific company. Sherpa also employs specialists to address unique issues that may arise.

Do you follow Generally Accepted Accounting Principles (GAAP)?

Yes, financials are prepared in accordance with U.S. GAAP when required.

Is my data secure?

Financial data is safeguarded with encryption at rest and in transit, role-based access controls, multi-factor authentication, and secure sharing protocols.

Strict internal policies and regular backups ensure compliance and recovery.

Access logs and oversight prevent unauthorized activity.
 

Can you work with our existing in‑house bookkeeper or team?

Yes, we can provide customized solutions that integrate with existing team members.

Will I still have access to my accounting system and records?

Yes, you retain ownership and access to your books and underlying systems, and can view real‑time data and reports anytime, not just at month‑end or year‑end.

Do you provide Audit services?

No. While we are a fully licensed CPA firm, we are focused on being the best outsourced accounting department and do not audit companies. If your company is currently engaged, or expecting to be in an audit, we can be your in-house professionals to guide you through the audit process.

How is SherpaCPAs different from accounting platforms?

SherpaCPAs is a fully licensed public accounting firm, not a company ran by non-accountants. We seek to be long term partners that scale with you all the way to the top. If you've outgrown your current bookkeeper or accounting platform reach out today!

How is SherpaCPAs different from other accounting firms?

We are a fully outsourced finance department that not only keeps your books in order but actively improves your processes and systems. Unlike traditional firms, SherpaCPAs is entrepreneurial and offers benefits outside of a pure cost center. We don't take the one-size-fits all approach.

What's the difference between Fractional Controller and Fractional CFO Services?

A Fractional Controller runs your accounting function and delivers reliable financials right to your desk. They ensure accurate historical accounting, financial reporting, and strong internal controls.

A Fractional CFO partners with you to spot strategic opportunities ahead, including cash flow planning, forecasting, and guiding leadership on growth and financing. Both services are typically provided on a part-time basis. SherpaCPAs offers both services paired with other specialties to craft your full external accounting department!

Can you use our current accounting softwares?

We will integrate with your desired software stack. We also seek to maximize the effectiveness of your company, which means we're happy to set up software solutions best fit for your business.