Pilot takes care of your bookkeeping, tax prep, and CFO services from start to finish so you can focus 100% on making your business succeed.

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.

Gone are the days when meeting with your CPA once a year was enough to sustain a business. With Jeromy as your CPA, you will have proactive guidance throughout the year, from comprehensive tax planning to consultations that address any relevant financial needs you may have that arise. Jeromy, along with his team, are skilled at assessing financials to identify existing problems and looking for opportunities to improve the financial health of your business. We strive to provide comprehensive financial services that will help your company succeed, whether it’s from the very beginning of building your business or taking an existing company and reimagining the way it looks at its accounting and financial data.

We provide comprehensive accounting and financial services from bookkeeping to CFO for dynamic enterprises.

Our firm specializes in accounting, payroll and tax preparation services for a wide variety of clients. We specialize in: Tax return filing and tax planning for individuals IRS and State Representation - Nationwide Bookkeeping and financial statements for small businesses Corporate tax return filing and tax coaching for businesses Merchant Credit Card Processing Business Plans Business Formations - Sole Proprietorships, Partnerships, LLC, LLP, S-Corp, C-Corp, Non Profits or Ltd. Payroll Processing - for 1 to 100 employees we take the stress out of doing payroll

We are a small business, serving small business's tax and financial needs. We have many types of clients from (hospitality, real estate agencies, full service restaurants, holding companies, franchisors, franchisees, lawyers, doctors, and insurance companies, to name a few). We specialize in the following, i.e., One-one-One DIRECT attention to your needs, in these areas: - Full Service Accounting, Payroll, Tax Filing and Preparation - Quickbooks Desktop and Online Setup - Tax & Financial Planning - 401K rollovers - IRA account investment management - 529 Education Account management - Life and Disability Insurance Planning and Setup - Business Consulting We also provide online, secure document storage, in encrypted portals.