Get expert financial guidance when you need it. Our hourly consulting service gives business owners direct access to a seasoned financial strategist for support with budgeting, forecasting, cash flow management, profitability planning, and entity structuring. Whether you're facing a critical decision, need help interpreting financial reports, or want to improve your bottom line, our consulting sessions are designed to bring clarity and confidence to your financial strategy—one hour at a time.

The Summit Program is Sherpa’s flagship solution and the foundation of our clients’ long-term success. Designed as an all-in-one, subscription-based service, Summit delivers CFO-level financial leadership, precision accounting operations, proactive tax strategy, and clear financial reporting—everything a growing business needs to thrive. As the backbone of our approach, Summit equips business owners with the strategic guidance, operational support, and financial clarity needed to scale confidently, reduce stress, and make smarter decisions. This isn’t just accounting—it’s the engine that powers your growth.