Foundation, Growth, Acceleration. Every tier includes monthly close on cadence, a senior Sherpa manager who owns your account, and the industry playbook applied to your business. Pricing scales with the depth of advisory and the complexity of your numbers.
Owners who need clean books, a real monthly close, and a CPA-grade statement at year-end. Often $1–3M revenue — the bookkeeper-plus-CPA setup has outgrown itself, but the operation isn't yet large enough to justify Growth.
Owners ready to operate from real numbers, not gut feel. Typically $3M–$10M, growing — and the growth is exposing what was broken. The most common tier for residential builders.
Owners running a real operating cadence and planning the next stage — a new entity, an acquisition, a bonding-line expansion, a new market. Typically $8M+. The tier where Sherpa is essentially your fractional CFO, with a full team behind the role.
Tax planning happens every quarter, not the week before the deadline. Pairs with every tier as an add-on, or you can buy tax on its own. The cash hit can be smoothed with quarterly payments instead of one April surprise.
Initial assessment. Audit current books. Design the industry-specific approach. Billed inside setup or the monthly fee — not a standalone product.
Clean up. Apply the playbook. Set the reporting cadence. We come in alongside what you have, without breaking what's working.
Monthly close. Monthly Pulse Report. Quarterly tax planning. Advisory at the depth your tier supports.
We’re happy to be on a call with you. We’re also happy to disqualify on the first round if we’re not a fit. The quiz takes two minutes; it gives you a real answer either way.