Our approach

Build the roadmap. Stand up the rhythm. Run the rhythm.

Three phases. Quiet onboarding. We come in alongside what you have, fix it without breaking what's working, and stand up the monthly rhythm in about 60 days.

Take the 2-minute fit assessment
The first 90 days3 PHASES
01Build the roadmap1–2 weeks
02Stand up the rhythmMost under ~60 days
03Run the rhythmOngoing
01
Phase 01 · 1–2 weeks

Build the roadmap.

What we do

We audit the current state of your books. We sit with you long enough to learn the business like an operator would: what crews you have, how you bid, where the margins live, what your owners are like. We identify the industry-specific practices we’ll apply (WIP, retainage, AIA, lien-waiver workflow, job-costing structure). We size the cleanup. We design the cadence.

What you walk away with

A strategic roadmap for growth through performance accounting and finance. A real plan for the next 90 days. A clear picture of what Phase 2 will involve and what it will cost.

How it’s billedPart of setup or your monthly fee, not a standalone product. We don’t charge separately for the roadmap, and we don’t ask you to commit to twelve months before you’ve seen what we’d actually do.
02
Phase 02 · Variable, most under ~60 days

Stand up the rhythm.

What we do

Clean up the books. Apply the playbook for your industry. Set up the reporting cadence. Integrate alongside what you already use: QuickBooks, Karbon, Builder Trends, Procore, whatever it is. We don’t redo your tech stack unless it’s broken. We don’t ask you to fire your bookkeeper on day one.

What you walk away with

A live monthly close and advisory rhythm running against your business. The Pulse Report, or its tier-equivalent monthly statement. A senior Sherpa manager you talk to on cadence.

How long it takesVariable, depending on the state of the incoming books. A clean set with one quarter to clean up can be live in three weeks. Two years of unreconciled WIP takes longer. Most clients are running the rhythm inside ~60 days.
03
Phase 03 · Ongoing

Run the rhythm.

What we do

Monthly close. Monthly Pulse Report. Quarterly tax planning. Ongoing advisory at the depth your tier supports: quarterly reviews in Growth, fractional-CFO depth in Acceleration. We are not waiting for you to call us. The cadence is the product.

What you walk away with

Control and clarity. Every month. On cadence.

How long it lastsFor as long as it’s working. We earn the next year by running the rhythm. Nobody is asked to sign a multi-year lock-in.
Quiet onboarding

We don't break what's working.

Every owner we sign has a story about an accounting transition that went badly. We've heard them. The cost of a botched onboarding is greater than the value of any single improvement we could make. So we onboard quietly.

  • We don't ask you to fire your bookkeeper on day one. If they're competent, we run alongside until the handoff makes sense. If they're not, we say so before we sign you, not after.
  • We don't redo your tech stack unless it's broken. QuickBooks works for most residential GCs. Karbon works for most multi-entity setups. Builder Trends, Procore, JobTread: we work with what you have.
  • We don't tell your owners you've changed firms. They don't need to know. Invoices look the same. AR contacts stay consistent. The change is internal until you decide otherwise.
  • We test, we don't announce. New cadences go in soft. We measure. We adjust. We don't issue a “new process” memo to your office team.
What it looks like

By Week 1. By Week 4. By Month 3.

01By Week 1

You’ve met your senior Sherpa manager. The roadmap kickoff is on the calendar. You’ve handed off access to your current books, your bank, your billing system, and your prior-year returns. No deliverables yet. We’re learning the business.

02By Week 4

The roadmap is delivered. Phase 2 implementation has started on the highest-leverage cleanup items (usually WIP, AR aging, and retention if you’re a residential GC). You can see the cleanup in real time. The first Pulse Report data is being assembled.

03By Month 3

The monthly close is running on cadence. The first complete Pulse Report has hit your inbox. The bookkeeper handoff, if applicable, is complete. You stop thinking about your books for the first time in a long time.

The first 90 days

The roadmap takes two weeks. The rhythm takes about sixty days. The relationship lasts.

Two minutes tells you whether we're a fit and which tier we'd recommend. If we're not the right firm, we'll say so on the first round.

Take the 2-minute fit assessment