Mo SherpaAssociates

Services

Expertise that connects.
Deliverables that matter.

Four capability areas, led by research and technical work. Each engagement is scoped in writing with named deliverables, an agreed cadence, and a fixed fee.

01 · Research & development

Research & Development Support

Principal lead: Mo RiGesefal

Technical work and program administration for federally funded research, from proposal development through award administration and final reporting.

For: research laboratories, universities, and small businesses pursuing or administering awards from the Department of Energy, NASA, NSF, and other federal sponsors.

Deliverables

  • Technical investigation and feasibility assessment
  • Test, measurement, and experiment planning
  • Data reduction and results documentation
  • Technical narrative development for proposals
  • Proposal budget construction and justification
  • Compliance review against solicitation requirements
  • Proposal package assembly and submission support
  • Scope, schedule, and milestone development
  • Deliverable tracking and progress reporting
  • Subrecipient and teaming-partner coordination
  • Technical reporting to federal sponsors
  • Project closeout and final reporting
  • SBIR and STTR readiness assessment
  • Research administration process documentation

Discuss this service

02 · Analytics

Technical & Data Systems

Principal lead: Mo RiGesefal

Consolidating the data that lives in five places, automating the reports someone rebuilds by hand every month, and answering the questions the accounting system can't.

For: organizations whose reporting is a monthly manual exercise, or whose data is accurate in isolation and contradictory in aggregate.

Deliverables

  • Data consolidation across accounting, CRM, payroll, and operational systems
  • Data cleanup, deduplication, and normalization
  • Recurring report automation
  • Dashboard design and build in Power BI or Excel
  • Data quality assessment and remediation plan
  • Metric definitions documented so numbers stop disagreeing
  • Operational and program performance analysis
  • Connected sensing and telemetry workflows
  • Technical dashboards and reporting interfaces
  • Ad-hoc analysis against a specific question
  • Excel model rebuild with traceable calculation logic
  • Reporting templates your team can maintain
  • Data extract and reconciliation procedures
  • Documentation and handover training

Discuss this service

03 · Analysis

Financial Analysis & Reporting

Principal lead: Nuru Jangbu Sherpa, Chief Financial Officer

Turning a clean ledger into decisions — what changed, why it changed, and what it implies for the next two quarters.

For: owners and boards making pricing, hiring, and financing decisions; organizations reporting to lenders, funders, or a board.

Deliverables

  • Monthly and quarterly reporting packages
  • Annual budget construction
  • Budget-to-actual variance analysis with narrative
  • 13-week and 12-month cash-flow forecasts
  • KPI definition and reporting
  • Unit economics and contribution margin analysis
  • Pricing and profitability analysis by service or product
  • Customer and job profitability reporting
  • Board and lender reporting packages
  • Break-even and scenario modeling
  • Working capital and AR aging analysis
  • Grant and restricted-fund financial reporting
  • Financial models for planning and financing conversations
  • Month-over-month and year-over-year trend analysis

Discuss this service

04 · Accounting

Accounting Operations & Contract Compliance

Principal lead: Nuru Jangbu Sherpa, Chief Financial Officer

Books that hold up to a records request — the recurring ledger work, plus the cost structure that makes claims against a public contract supportable.

For: small primes, subcontractors, and grant subrecipients whose books were never built for cost-reimbursable work — and businesses and nonprofits that simply need reliable monthly numbers.

Deliverables

  • Transaction recording, categorization, and monthly close
  • Bank and credit card reconciliation
  • Accounts payable and accounts receivable management
  • Payroll coordination with your provider
  • Chart of accounts design and cleanup of prior periods
  • Monthly financial statement package
  • Sales tax and B&O filing preparation support
  • QuickBooks Online or Xero setup and migration
  • 1099 preparation and vendor record maintenance
  • Indirect cost rate calculation and cost pool structuring
  • Job cost and project accounting setup
  • Timekeeping process design and documentation
  • Invoice preparation against contract terms and billing schedules
  • Contract file and records organization
  • Grant and subrecipient financial reporting
  • Allowable versus unallowable cost segregation
  • Procurement-readiness assessment
  • Support and document preparation for third-party reviews
  • Registration support for SAM.gov and WEBS
  • Policies and procedures documentation
  • Internal control process design

Discuss this service

Scope boundaries

What we do not do

Knowing where the line sits is part of the service. MSA provides non-attest services only and is not a licensed CPA firm. We do not perform:

  • Financial statement audits
  • Reviews or compilations
  • Any engagement producing an assurance opinion
  • Attestation engagements of any kind
  • Legal advice or representation
  • Investment advice or securities recommendations

Working with your CPA

We prepare; they opine

When an engagement requires a CPA or auditor, organized records and clear supporting schedules help them conduct their review.

We work alongside your CPA or auditor directly: reconciled accounts, tied-out schedules, organized support, and answers to the request list. This gives your CPA organized supporting records for their review process.

If you don't have a CPA and need one, we will say so plainly rather than take work we shouldn't.

Next step

Start with a scope call.

Thirty minutes to establish what the work actually is. You get a written, fixed-fee proposal afterward — or an honest referral elsewhere.

Request a scope call Government buyers