Industries we serve

We specialize in residential construction. We serve the broader trades.

High-end residential is our marquee. We extend the same operator-grade accounting and finance practice to commercial subs, the specialty trades, and recurring-revenue home-services businesses.

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Jump to an industry04 SERVED
01High-End Residential ConstructionMARQUEEGCs & multi-unit developers→02ConstructionCommercial subs & specialty→03The TradesElectrical · Plumbing · HVAC→04Home ServicesRecurring-revenue operators→
MARQUEEIndustry 01

High-End Residential Construction

The work we are built around. GCs and multi-unit developers building above the median spec line. WIP that reconciles, retainage that doesn't disappear, AIA billing on cadence, bonding-line readiness on quarterly cadence.

Typical owner$3M–$10M
Dedicated pageField Guide · No. 01
See the full residential construction page
PHOTOGRAPHY · HIGH-END RESIDENTIAL UNDER CONSTRUCTION
INDUSTRY 02

Construction — commercial subs and specialty contractors

Commercial subs and specialty contractors who need WIP, retainage, and bonding-line discipline.

Pains we hear
  • WIP that doesn’t reconcile — and a CFO who isn’t asking why
  • Retainage stuck on a job that closed eighteen months ago
  • Bonding capacity that doesn’t match the revenue you’re targeting
  • Job costing that lives in three different spreadsheets
Our approach
  • WIP reconciliation on monthly cadence
  • Retention chased by job and age
  • Surety-ready financials maintained quarterly, not crammed at renewal
  • Job costing tied to estimates so the next bid gets better
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INDUSTRY 03

The trades — electrical, plumbing, HVAC, mechanical, roofing, masonry

Operators who run their books like they run their fleets — and want to do better.

Pains we hear
  • Fleet utilization is a feeling, not a number
  • Service vs. install margins are blended, so you don’t know which side of the business actually pays
  • Service-agreement deferred revenue isn’t tracked, so the financials lie about the year
  • Texas-sized AR from one or two GCs holding the whole company hostage
Our approach
  • Margin separation by service line so you can see what’s working
  • Deferred-revenue accounting on service agreements
  • AR concentration tracked on the Pulse Report
  • Pricing analysis tied to actuals, not list
Take the 2-minute fit assessment fit.sherpamanagers.com
INDUSTRY 04

Home services — pest, lawn, cleaning, restoration, remodeling, service-fleet

Recurring-revenue businesses that need real cash discipline.

Pains we hear
  • MRR and churn aren’t reported because nobody set up the GL to support them
  • Crew utilization and route density aren’t on a dashboard, so dispatch is reactive
  • Restoration receivables tied up in insurance approvals you can’t predict
  • The bank balance is healthy until payroll lands and it isn’t
Our approach
  • GL structured for recurring-revenue businesses from day one
  • MRR, churn, and customer-lifetime metrics on the Pulse Report
  • Route and crew utilization reporting integrated with operations
  • Cash-flow forecasting that knows about payroll, fuel, and insurance lag
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