Solopreneur Sherpa was created by a CPA and Management Consultant with a longing to help the everyday entrepreneur. We help you create, manage and grow your business through both impeccable financial planning and streamlined modern approaches.

Typically, our business clients have annual revenues ranging from $300,000 to $2 million, and their teams consist of six or fewer employees. They rely on us for support with bookkeeping, tax preparation, payroll, and strategic advisory services.

Many of our clients are new business owners who have transitioned from salaried roles within the past 1 to 3 years, often after turning a side hustle into a full-time business. For most, we’re the first tax and advisory firm with a strong business focus that they’ve partnered with.

We prioritize working with dedicated business owners, and we also welcome individuals who own at least a single rental property.