Solopreneur Sherpa Tax
Book online
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.
Supported client types
Personal
Business
Specialties
Solopreneur
SMB Owner
E-commerce Business Owner
Services
About Solopreneur Sherpa Tax
Employees
Founding year
2021
Rate range
One time fee: $450 - $2,500
Hourly: $85 - $275
Monthly: $250 - $750
Location
Idaho
Support
Dedicated staff for each client
Software
Google Drive, Gusto, QuickBooks Online, Slack, TaxDome, Xero, Zoom
Enter your email to have the accountant's full profile sent directly to your inbox!
Clients who would be a good fit
Annual income
$100,000 - $500,000
Annual revenue
$500,000 - $1,000,000
Industry
Advertising & Marketing Consulting & Professional Services
Finance & Legal
Food & Beverage
Manufacturing & Hardware
Media & Entertainment
Non-Profit & Education
Real Estate & Construction
Retail & Ecommerce
Technology & Software
Home & Maintenance
Finance & Legal
Food & Beverage
Manufacturing & Hardware
Media & Entertainment
Non-Profit & Education
Real Estate & Construction
Retail & Ecommerce
Technology & Software
Home & Maintenance
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 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.
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.
Clients who would NOT be a good fit
Annual income
Less than $100,000
Annual revenue
Less than $100,000
Industry
Healthcare & Wellness Hospitality & Travel
Energy & Sustainability
Energy & Sustainability
Those that demand paper records and do not invest in technology and virtual services to optimize your life and processes.
Endorsements
No endorsement
Have something to say about Solopreneur Sherpa Tax?
© 2024 Copyright Sam's List
