Sherpa runs the financial operating system for construction businesses: accounting, finance, tax, and advisory. A senior team that understands WIP, AIA billing, retainage, lien waivers, job costing, and the decisions owners have to make every month.
Each practice is clear. Each service has a role. And every engagement is built around the same goal: better numbers, better decisions, and fewer surprises.
We don't sell you software and call it a service. We run the work.
Sherpa is the finance function for growing residential construction businesses, taken off the owner's plate and run with discipline.
Monthly books that reconcile. Billing that goes out on schedule. Tax planning before the year closes. Clear reporting after month-end. And senior advisory when the next decision is too big to make from gut feel.
We organize the work into four connected practices: Accounting, Finance, Tax, and Advisory. Most builders start with Accounting and Finance, add Tax as planning becomes more important, and grow into Advisory as the business gets more complex.
Each practice stands on its own. Together, they create one financial operating rhythm for the business.
Day-to-day accounting on a construction-specific general ledger, with job costs, WIP, AR, AP, payroll, and retainage kept current. This is the foundation every other Sherpa practice sits on.
A general ledger structured around jobs, cost codes, revenue streams, and how builders actually earn and spend.
Books closed on a consistent monthly rhythm, so owners are working from current numbers, not stale reports.
Costs tied to estimates, actuals, and cost codes so every job’s margin is visible while there is still time to act.
Work-in-progress reconciled to the general ledger and job schedules, so overbilling, underbilling, and margin fade are caught early.
Invoices issued on schedule, aging monitored, and collections followed up so earned revenue does not sit unpaid.
Vendor and subcontractor bills organized, scheduled, and matched to the work, job, or cost category they belong to.
Run by us, not handed off. Certified payroll and prevailing-wage reporting included where the job requires it.
In-houseRetainage tracked by job, owner, and age, so earned cash does not quietly disappear for months.
Clean, CPA-ready financials at year-end, handed to your CPA or coordinated with Sherpa Tax if paired.
Finance is the forward-looking layer: billing discipline, cash visibility, margin analysis, and reporting that tells you what the books actually mean. The goal is simple. Help owners see what is happening, what is coming, and what to do next.
Your monthly numbers translated into owner-ready KPIs, trends, and plain-English commentary from your Sherpa manager.
SignatureBilling schedules managed by date, job, milestone, and approval status so earned revenue gets billed on time.
Lien waivers and certificates of insurance built into the billing and AR process, not chased after the fact.
A clear view of where cash is, where it is going, and when the next pressure point is likely to hit.
A rolling forecast that accounts for payroll, draws, retainage, collections, payables, and upcoming project needs.
Margin reviewed by job, phase, and cost category so pricing, estimating, and execution improve over time.
A yearly plan the monthly numbers are measured against, not a spreadsheet that disappears after January.
Financial packages, covenant tracking, and planning support for banks, sureties, credit lines, and growth capital.
Draw schedules, borrowing needs, and credit-line usage monitored so financing supports the work instead of reacting to it.
Guidance on how much cash owners can take, and when, without starving the next job of working capital.
Tax planning every quarter, not just when the return is due. We help owners map estimated payments, coordinate entities, evaluate tax-saving opportunities, and make the right moves before the window closes. Pairs with any accounting tier or stands on its own.
Planning decisions made while there is still time to act, not after the year is already closed.
Quarterly estimates mapped throughout the year so the cash impact is expected, not surprising.
Operating companies, property-holding LLCs, development entities, and ownership structures reviewed so the setup supports the business.
Filings and planning coordinated across every entity, so nothing falls between the cracks at year-end.
Business returns prepared and filed on time, including multi-state filings where the work crosses lines.
Applicable credits, deductions, depreciation, equipment purchases, and other opportunities reviewed before deadlines pass.
Personal and business tax planning coordinated together, because for most builders the two are connected.
IRS and state notices reviewed, explained, and handled with a clear response plan.
Senior financial leadership for the moments that change the business: growth, capital planning, new markets, acquisitions, banking, bonding, and ownership decisions.
Senior financial guidance for strategic decisions, backed by a team that already knows the numbers.
Scenario planning for new markets, new divisions, larger jobs, and the move from where you are to where you want to go.
Financial review, deal modeling, quality-of-earnings support, and post-close integration planning when buying or being bought.
Financial packages, capacity planning, and lender or surety support so financing does not become the thing that limits growth.
Time on the calendar to review trends, risks, opportunities, and the next decisions that need to be made.
The practices above don't get bought à la carte. They come bundled into three tiers that scale with the depth of advisory and the complexity of your numbers. Pricing is calibrated after the roadmap; the figures below are honest floors.
Clean books and a real close. Often $1–3M.
Operate from real numbers. Typically $3M–$10M.
Planning the next stage. Typically $8M+.
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 and gives you a real answer either way.