As a growing business, it's often difficult to afford full-time C-Suite positions, but that doesn't mean you don't have the strategic need. Our team members can offer our expertise in these roles, only taking on hourly engagements and helping accelerate your business without a large fiscal commitment.
Fractional C-Suite
and Consulting
01
CFO
As a business owner, you understand that financial management is critical to success. Still, managing risk and financial action can be complex and time-consuming. That's where Sherpa's Chief Financial Officer (CFO) comes in to help you navigate all financial facets of your company, giving you peace of mind and the expertise you need to focus on growing your business. As your strategic financial partner, we'll help you make informed decisions that drive profitability and give you the most return on your investment.
02
COO
Our Chief Operating Officer (COO) will help you streamline your operations, increase efficiency and drive business growth. Our operations strategy includes process improvement, cost reduction, performance oversight, supply chain, logistics, and inventory management. Whatever the system, we'll analyze, identify opportunities, and provide solutions. With our proven track record of triumphs, alongside our personalized approach, you can trust Sherpa to keep you in a winning business.
03
CMO
Without marketing and advertising, you're product, service, online education course, or whatever it is you have to offer the world can only go so far. If you want to take your offerings to new heights and exceed all expectations of success, our Chief Marketing Officer (CMO) services will help you drive business growth and increase revenue. From start to we're never finished helping you excel, we'll develop the most robust marketing strategy for your business, one that targets your ideal customers and sets you apart from the competition.
04
Controller
Having someone oversee your business moves, making sure you're on the right path financially, gives you the freedom to dream big. Shoot for the moon, and we won't let you go out of orbit. Our Business Controller will alleviate the stress, and the time it takes for budgeting, financial reporting, analysis, business compliance, and risk management. Together, we'll help you recognize inefficiencies so that you can meet your business objectives and improve your financial performance.
05
Business Growth Consultant
With so many ways to set your business back, you need someone to keep it moving forward. It's a tough market out there. Tough to stay afloat and even tougher to grow. Sherpa can help you achieve your business goals in a more timely manner with less friction. If you've lost sight of your original business vision, we can help you rediscover it. If you're unhappy with your growth rate, we can help you reaccess and implement a more fruitful business plan. The journey to success can be clearly defined and executed with our team of business experts and growth advisors.
06
Product Development
Let us help you take your concept and bring it to life. You might have the best idea since french bread and brie cheese, but if you don't have a solid product development process, an idea can become stale and moldy. Our team is made up of small business owners and entrepreneurs. Not only have we helped countless businesses develop solid and successful products, but we've also helped ourselves produce goods that align vision with success. This personal understanding and shared experience allow us to be better product developers and consultants to our clients. We want you to be happy through all stages - idea generation, prototyping, testing, and development.
07
Mergers & Acquisitions (M&A)
Successful mergers and acquisitions are critical for business growth and longevity. There's a lot to tend to in any business; countless important to-do's. Hiring our team of M&A experts will allow you to breathe and focus on other business priorities. Don't let what should be an exciting time - a merger or acquisition - fall sour. Allow our team to put you on the path of M&A success, handling everything from existing strategies, acquisition hires, merger journey reports, assets and financial tracking, and business advisory.
08
Go-To-Market (G2M)
New product or service? Don't launch it without our bullet-proof go-to-market (G2M) strategy. We'll ensure everything is in place for you to launch an existing product in a new market or a new service in an older industry. Preparation is key; supervision and re-assessment are a given, and success is delivered with Sherpa's G2M strategy. Together, we'll help you improve current and future customer experiences, offering better products that stimulate excitement with more compelling and competitive price tags.
09
Supply Chain Logistics
A faulty supply chain system can wreak havoc on your business. You may have a great product, but your company will fail if it's not being produced or delivered successfully. Supply chain issues are a common pain point for many businesses today. Avoid the pain, and hire our team of Supply Chain Logistics experts. Not only will we help you prepare for issues and face them head-on with expert strategy, but we'll also make your supply chain system a seamless process, allowing for a competitive edge in your industry and better value, as seen by your consumer.
10
Health & Fitness Consulting
Our team collectively has more than 20 years of health and fitness marketing and consulting experience. From small business gyms to nationwide fitness centers, we help grow leads, membership sales, gym offerings, locations, personal trainers, team members, and other business targets in the health and fitness industry.
In today's fast-paced world, growth marketing is a necessity, especially for digital brands. Our expert marketers can help put together strategic plans and aid in their execution to make the most of your acquisition budget.
Marketing
01
SEO
Imagine being discovered by all potential customers searching for products or services related to your business. That's right; you're the number one option, the most highly ranked resource. That's the power of SEO (Search Engine Optimization). With so many competitors, businesses struggle to showcase themselves without an SEO strategy, even if they are the best resource or place to buy. Paid search advertising will help, but if you're not implementing SEO with paid ads, you risk costing yourself more than you can manage with ads that only go so far. If you want to play and be seen by leads, you need SEO - the key to visibility, credibility, website health, organic ranking, and conversions.
02
Email marketing is powerful, connecting businesses with their customers and prospects, building brand awareness, encouraging engagement, and driving sales. By sending targeted and personalized messages, companies increase customer loyalty and trust. Furthermore, email provides measurable results, allowing companies to track the success of their campaigns and make data-driven decisions. In today's digital age, a strong email strategy is imperative for business advancement. Here at Sherpa, we have some of the best email writers and strategists in the business. Our team knows how to grow, captivate, and convert email leads, making them loyal, long-term customers.
03
Media Buying
With Sherpa's digital media buying team, you invest in highly skilled individuals who care about your brand and success. As your business grows, we'll determine and reaccess your target audience, select the appropriate media channels, create effective advertising messages, track campaign success, and make beneficial adjustments. Our team is certified in Google and Meta Ads, specializing in Facebook, Google Search, Display, Shopping, YouTube, Instagram, TikTok, and LinkedIn advertising. From content development to budget scaling and ad optimization, the Sherpa team is well-versed in helping improve ROI for your business.
04
Web Development
Don't settle for a sub-par website and online presence. Hire Sherpa's web development team, who bring creativity and technical expertise to the forefront. With Sherpa websites, you'll improve your online reach and visibility, optimize your products and services, and establish your brand as a leader in your industry. With features such as eCommerce integration, SEO compliance, mobile responsiveness, security, data tracking and analysis, your website will not only look great but also function in a way that drives sales and improves user experience.
05
eCommerce
eCommerce Marketing? Oh, how we thrive. Need some numbered proof? In the time that Sherpa Collaborative has been in business, we've managed over $1 billion in eCommerce sales - a clear indicator of our valuable skills in building brands and our ability to keep clients happy and working with us. At Sherpa, we use our successful experience and the latest tools and technology to create a more custom, efficient, and personalized approach that maximizes your business return on investment. Watch clicks and sales soar! You'll be delighted with the numbers, our work ethic, and the fun you'll have while collaborating with us.
06
Organic Social Consulting
Social media is a valuable tool for businesses to reach, engage, and connect with their target audience. Our team comprises social media gurus and content geniuses with a history of success in social media and influencer marketing. Whatever the platform - TikTok, Facebook, Yelp, Instagram, LinkedIn, the list goes on - we have a team member excited to help you establish your brand on social, increasing your visibility, awareness, and engagement, and improving your customer service and relationships.
When growing a business, performance-driven accounting and elite bookkeeping are essential. Our team of financial experts provides clear, actionable data that you can use to exceed your goals, and focus on what you do best.
Accounting & Bookkeeping
01
AR/AP
Proper management of Accounts Receivable (AR) and Accounts Payable (AP) is essential for maintaining a positive cash flow, improving vendor relationships, and making informed money moves. This job is challenging. In this seat, you want someone experienced who takes great pride in their accurate record-keeping, ease in tracking multiple payments, and confidence in reconciling discrepancies. You want Sherpa Collaborative. With our AR/AP experts, we ensure customer satisfaction, reduced risk, more accurate and efficient financials, saved time, and freed up resources.
02
Bookkeeping
Bookkeeping is crucial for any business as it provides a clear and accurate record of the company's financials. Our team of expert bookkeepers will help secure your future success as we track income and expenses, manage cash flow, prepare statements, and keep you in compliance. As your business evolves, we'll monitor its performance, identify opportunities and adjust accordingly. Your success is our success; together, we'll make more informed decisions, charting a course to a better, brighter, more prosperous financial future.
03
Payroll
Managing payroll can be daunting, requiring precision and an in-depth understanding of the ever-changing tax laws and regulations. As a business owner, keeping your employees happy and paid on time is a top priority, but the complexities of payroll management can leave you feeling overwhelmed. By handing over the payroll reins to our team of seasoned professionals, you can breathe a sigh of relief and focus on what you do best - growing your business. With efficiency, compliance, and accuracy at the forefront of our approach, you know your payroll is in great hands.
04
Dashboard Reporting
Whether your business is new or has been around for a long time, you'll enjoy the value of Sherpa's dashboard reporting. The need for data and KPI gathering is real but also time-consuming and often manual. Put us to work and use our popular dashboard reports that make decision-making a more efficient and confident process. As you assess your performance, our dashboards give you an immediate visual trendline to quickly respond to issues and concerns, understand trends, and continue consistent wins.
05
Valuation
Valuation is the key to unfastening the full potential of your business. With a thorough understanding of your company's worth, you can make wise choices that stimulate growth and maximize return. Whether you're looking to expand through mergers and acquisitions, go public, or plan for the future, a proper valuation from Sherpa will give you the confidence you need to move forward with certainty. Our team uses the latest analytical tools and market insights to help you unlock the capacities of your assets and progression.
06
Internal Auditing
Internal auditing is a must-have, non-negotiable for businesses wanting to succeed. Sherpa's internal audits objectively evaluate a company's financial and operational activities, identifying chances for enhancement and helping to minimize risk. Making these audits regular is the best way to stay in compliance, catching problems before they arise and making proactive changes. With the Sherpa way of internal audits, you'll improve business strategy, efficiency, and team accountability, ultimately boosting your bottom line.
Our Methodology
We look for partners spanning a large spectrum of industries and sizes. We work with some of the world’s largest non-profits down to start-up consumer product organizations. We tend to look for investment opportunities that are paired with passionate founders with extensive industry expertise.
We find that the best customers are those who can take advantage of all of the services we provide, especially those businesses we already have an equity stake. By bringing all of a business' needs under one team, we can help reach goals more quickly through internal conversation and communication.
Not every business needs a long-term consulting engagement. Sometimes, you just want to jump-start change or focus energy on a new initiative. Our Summit Sessions are perfect 1 to 2-day opportunities to have our team guide these discussions and create concrete, actionable goals at the conclusion.
Reach your next level with our Summit Sessions.
As we began our business, we quickly realized we had a great idea, an excellent creative team, and no legitimate business experience. The guidance and direction from the Sherpa team gave our new venture the wisdom of business experience from the start. I rest peacefully knowing we've avoided missteps, thanks to them."
CLAYTON GREENE
Co-Founder, GoodKind
“
We have seen our website conversion and ROAs tremendously improve, and our ad content looks more elevated. The Sherpa team takes time to learn about your brand and your goals within your business and makes them a reality! They got behind our mission, and we're able to impact even more childrens' lives thanks to their efforts."
LAUREN DELLINGER
President, Headbands of Hope
“
Sherpa handles all of the bookkeeping for my three businesses (all of which are a bit complicated.) They have been impeccable with their customer service and handling of those finances since day one. Highly recommended."
JOE BUNN
Owner, Bunn DJ Company
“
