Sherrington Financial Fitness

What Sherrington Financial Fitness does

Sherrington Financial Fitness is a privately held, bootstrapped accounting and business advisory firm founded in 2011 and headquartered in Paso Robles, California, operating as a US-based remote team of approximately 8 staff. The firm specializes in serving construction-industry SMBs (general contractors, subcontractors, HVAC, plumbing, architects) and other small businesses with a vertically tailored suite that combines monthly bookkeeping, payroll, client advisory services, tax planning, and QuickBooks-specific consulting (setup, cleanup, and Desktop-to-Online conversion). Core technology is third-party Intuit QuickBooks (Online and Desktop); the firm's own intellectual property consists of a proprietary Comprehensive Financial Assessment process, construction-specific reporting templates (job costing, WIP, change order tracking, budget vs. actual), and standardized AP/AR workflows built on GAAP Chart of Accounts. The team carries 93+ combined years of QuickBooks experience and multiple Intuit ProAdvisor certifications (Level 1, Level 2, Payroll Pro), and offers bilingual English/Spanish support.

The business model is predominantly subscription-recurring: monthly accounting services, payroll, and ongoing advisory form the recurring revenue base, supplemented by one-time project fees for QBO setup/cleanup and Desktop-to-Online conversions that serve as the funnel into ongoing monthly service. Go-to-market is sales-led with a free initial consultation followed by custom proposals, supported by a referral program (with paid referral fees), a blog, a free downloadable Construction Accounting Guide, and the founder's LinkedIn presence. Pricing is not publicly disclosed; service plans are custom-quoted based on the comprehensive financial assessment. Geographic reach is national despite the Central Coast headquarters, with the remote team serving clients from California to the Eastern Seaboard. The firm accounts for over $100M annually across its client base (a transaction-volume metric, not firm revenue), has been in business for over 14 years, and operates without external institutional capital, with ownership and control concentrated in founder Sherry Lutz Herrington.

Name

Sherrington Financial Fitness

Legal name

Sherrington Financial Fitness

Website

https://sherringtonfinancial.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Sherrington Financial Fitness is a US-based, founder-led accounting and advisory firm specializing in monthly bookkeeping, payroll, and QuickBooks consulting for construction SMBs and other small businesses, delivered via a remote team with construction-specific job costing expertise.

Ownership category

akta.pro rank

Product category

Construction Accounting & Bookkeeping Services

NAICS

Payroll Services (541214), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Finance Services (6199)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

akta.pro secondary industries

Expense Management & Reimbursements Administration (BPACAIAH), Budgeting & Cash-Flow Management (FSAGADAA)

Keywords

• Construction accounting
• Bookkeeping services
• Job costing
• Payroll services
• Business advisory

Headquarters

HQ city

Paso Robles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Monthly Accounting Services: Ongoing monthly bookkeeping and accounting services with dedicated account management. Phase II ongoing service after initial cleanup/conversion projects.
2. Business Advisory Services: Strategic planning, cash flow management, executive-level insights, KPI tracking, and goal setting services
3. Payroll Services: Complete payroll processing, tax filing, compliance management, workers comp audit support
4. Project-Based Services (QBO Setup/Cleanup/Conversion): One-time project services for QuickBooks setup, cleanup, or Desktop to Online conversion
5. Systems & Security Audit: Financial systems audit, internal controls implementation, AP workflow design, process automation

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Sherrington Financial Fitness delivers outsourced bookkeeping, monthly accounting, payroll, business advisory, tax planning, and QuickBooks setup/cleanup and conversion services to US construction businesses (general contractors, subcontractors, HVAC, plumbing) and other small businesses. The offering combines recurring monthly services with project-based cleanup or conversion engagements, with construction-specific job costing, WIP reports, and budget vs. actual analysis as differentiating capabilities.

Product overview

Sherrington Financial Fitness offers a unified suite of business advisory and accounting services specifically designed for the construction industry and other small businesses. The core service combines Client Advisory Services (CAS) with Monthly Accounting and Payroll Services, augmented by specialized Construction Accounting capabilities including job costing, change order management, and budget vs. actual analysis. The firm provides QuickBooks setup, cleanup, and conversion services (Desktop to Online), along with Accounts Payable & Receivables management and Tax Planning. A complimentary Construction Accounting Guide serves as a free resource lead magnet. All services are delivered by a US-based remote team with 93+ combined years of QuickBooks experience, with bilingual capabilities in English and Spanish.

Differentiator

Problem solved

Functional benefit

Products and services

• Client Advisory Services (CAS)
• Monthly Accounting Services
• Construction Accounting
• Payroll & Compliance Services
• Accounts Payable & Accounts Receivable Management
• QuickBooks Setup/Cleanup Services
• QuickBooks Desktop to QuickBooks Online Conversion
• Streamlined Systems & Fraud Protection
• Systems & Security Audit
• Tax Planning Services
• Business Advisory Services

Quantifiable outcome

• 36% increase in total income and 1,348% increase in net profit reported by one client (Potter Plumbing)

Named customers9 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Bench: Subscription bookkeeping service for small businesses combining software with a dedicated bookkeeper. Closest horizontal competitor in the recurring SMB bookkeeping space.
• inDinero: Outsourced bookkeeping, tax, and CFO services for growth-stage and established SMBs. Direct competitor in the recurring outsourced accounting category.
• Ignite Spot: Outsourced bookkeeping and controller services for small and mid-sized businesses. Comparable recurring-engagement model and QuickBooks-centric delivery.
• Bookkeeper360: Outsourced bookkeeping, accounting, tax, and advisory for SMBs on QuickBooks/Xero. Directly competes for the same monthly subscription bookkeeping wallet as Sherrington.
• Pilot: Tech-enabled outsourced bookkeeping and accounting for SMBs, including construction-adjacent startups and agencies. Directly comparable monthly bookkeeping + advisory model with software-driven delivery.

Emerging players

• Botkeeper: AI-augmented bookkeeping service combining automation with human accountants for SMBs. Comparable subscription model with a technology-forward cost structure that pressures traditional bookkeepers.
• CFO Strategic Partners: Outsourced CFO, controller, and bookkeeping services for growth-stage SMBs. Comparable client advisory services layer that could be paired with or substitute for Sherrington's CAS offering.

Broad incumbents

• Kreischer Miller: Mid-market CPA and advisory firm with a dedicated construction industry practice. Overlaps with Sherrington on construction bookkeeping, job costing, and contractor advisory, but serves larger GCs and developers.
• 1-800Accountant: Large national virtual accounting and tax firm serving SMBs across industries. Overlaps with Sherrington on monthly accounting and tax planning, but operates at much larger scale and broader vertical.
• BDO USA: Top-5 global accounting network with an active construction industry group. Overlaps on construction accounting, audit, and tax for the SMB-to-mid-market segment Sherrington serves.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/SherringtonFinancialFitness
• LinkedInlinkedin.com/company/sherrington-financial-fitness

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sherrington Financial Fitness