the summit

Sherpa's CFO guided Program, The Summit provides a comprehensive finance and accounting solution designed for small to medium size businesses. This subscription program provides access to a full suite of services designed to integrate seamlessly into your daily operations, provides expert advice and insights to ensure your business is well-positioned for success and growth.

Watch the video below to see how it all works.

What you’ll get

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    Strategic financial oversight from a seasoned CFO to help you navigate complex business decisions, optimize financial performance, and drive sustainable growth.

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    Comprehensive, accurate financial reports that offer deep insights into your business’s financial health, enabling informed decision-making based on real-time data.

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    Tailored tax strategies designed to minimize liabilities and ensure maximum compliance, leveraging every tax advantage available to your business.

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    Proactive quarterly tax preparations to keep your business compliant, manage cash flow effectively, and prevent year-end surprises.

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    Detailed annual tax preparations that navigate complex tax laws and optimize your filings for accuracy and compliance.

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    Full accounting operational fulfillment to ensure your financial functions are managed seamlessly and efficiently.

Limited Enrollment

Limited Enrollment

The Summit - CFO Guided Finance and Accounting Program
$1.00 every month

Welcome to your all-in-one solution for all your business's financial needs. This comprehensive program is designed to streamline every aspect of your financial management, ensuring you have the support and insights to thrive. Let's get started!

✺ Frequently asked questions ✺

  • Our CFO guidance involves strategic financial oversight and advice to help you navigate complex decisions, improve financial performance, and achieve sustainable growth. This includes budgeting, forecasting, financial strategy development, and risk management.

  • Sherpa works seamlessly with your existing team, complementing your current operations with our expertise. We can lead your financial strategy while collaborating with your staff to implement best practices and improve overall efficiency.

  • Our services are designed for small to medium-sized businesses that need sophisticated financial management but may not require or cannot afford a full-time CFO. We cater to a variety of industries and tailor our services to meet your specific needs.

  • Unlike traditional tax preparation that focuses on compliance, our tax strategy service is proactive, aiming to optimize your tax situation year-round. This includes planning to minimize tax liabilities, identifying tax-saving opportunities, and ensuring strategic alignment with your business goals.

  • Absolutely. Our CFO guidance is particularly valuable in times of financial stress. We provide crisis management, help in identifying the root causes of your challenges, and develop actionable strategies to turn around and stabilize your financial situation.

  • To begin, we recommend scheduling a free discovery call via our website. This initial consultation helps us understand your needs and discuss how our services can be aligned with your goals. Following this, we'll propose a tailored plan of action for your approval.