Solopreneur Tax
FOUNDING YEAR
2021
NUMBER OF EMPLOYEES
6 - 20 employees
CREDENTIALS
CPA
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Solopreneur Tax
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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Specialties
Service Pricing
Subscription
Monthly Retainer
Annual Fixed Fee
$1,200
Quarterly Fixed Fee
$399
Project-Based Fee
$900
Preferred Industry
Client Type
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
Clients who would be a good fit
Our clients are entrepreneurial-minded business owners who value efficiency and are willing to invest in great advisors. They are savvy, eager to learn, and appreciate a collaborative partnership with professionals they trust. They know when to seek help and understand the importance of giving us the space to provide expert advice, ultimately allowing us to guide them toward success.
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 few 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.
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 few 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.
Clients who wouldNOTbe a good fit
Those that demand paper records and do not invest in technology and virtual services to optimize your life and processes.
Industries Solopreneur Tax doesNOTserve
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
