Who We Work With

We empower businesses with innovative and cutting-edge financial solutions. From startups to established industries, we deliver tailored strategies to drive growth, enhance efficiency, and streamline financial processes. Whether you’re an Amazon seller, Shopify business owner, or a subscription-based SaaS company, we customize our financial strategies to meet your unique needs.

Startups

We understand the financial complexities startups face. Our bookkeeping, tax, and CFO services are designed to support VC-backed companies with accurate financial reporting, forecasting, and compliance. Get the financial support you need to drive growth and secure funding with confidence.

Professional Services

Whether you're a construction company or a law firm, we handle AP/AR, payroll, and more, so you can focus on your business.

Retail & Manufacturing

Selling and manufacturing physical goods has a host of complexities associated with it. Our team has helped retailers, distributors and manufacturers with accounting across multiple channels.

Expert Financial Solutions for Your Business

From bookkeeping to strategic CFO services, we deliver tailored strategies to help you thrive. Our expert team ensures precise financial management, data-driven insights, and seamless support to fuel your business growth.

Bookkeeping

You get to focus on running your business while we reconcile all your financial statements and do your books.

What Key Aspects of Bookkeeping, We are providing

Essential practices for maintaining accurate, organized, and compliant financial records

Comprehensive Financial Statements

Crafting detailed financial statements to offer a clear view of your company’s financial position.

Insightful Financial Reporting

Delivering precise financial reports to help you understand your business's performance and make informed decisions with confidence.

Tax

Stay compliant with multi-state and global sales tax regulations. Handle IRS and state tax filings, audits, and representation with confidence.

Accurate Preparation

Ensuring precise tax calculations and filings to keep your business compliant with the latest regulations, minimizing errors and penalties.

Maximizing Deductions

Identifying eligible deductions and credits to reduce your tax burden, helping you retain more profits and optimize cash flow.

Strategic Planning

Developing proactive strategies to manage your tax liabilities effectively, ensuring your business is well-prepared for the future.

Compliance Assistance

Guiding your business through complex tax regulations to ensure full compliance, avoiding legal risks and costly audits.

CFO

We can help with budgeting, KPI tracking, forecasting and much more. Our financial experts help you get insights into your business.

Financial Planning

Developing detailed budgets and financial plans to help you allocate resources effectively and achieve your business goals.

KPI Monitoring

Monitoring key performance indicators to assess your business's performance, identify trends, and drive data-informed decisions.

Strategic Forecasting

Providing accurate financial forecasts to anticipate future challenges, seize growth opportunities, and ensure business sustainability.

Cash Flow Management

Optimizing your cash flow to ensure your business has the liquidity needed to meet obligations and invest in growth.

R&D Tax Credit

Save up to $500,000 per year. We handle the entire R&D tax claim process for you.

Eligibility Assessment

Identifying activities and expenses that qualify for R&D tax credits, ensuring you take full advantage of the incentives available.

Comprehensive Documentation

Preparing detailed documentation to support your R&D claims, including project descriptions, expenses, and technical justifications.

Maximizing Claims

Analyzing your R&D expenditures to ensure you claim the maximum credits while adhering to tax regulations.

Audit Support

Providing expert assistance during audits to defend your R&D claims and ensure compliance with tax authorities.

Why Choose Us?

We combine innovative strategies with expert financial solutions, delivering precise management, actionable insights, and personalized support to set your business apart.

One-on-one expert support

Sage gives you a dedicated bookkeeper supported by a team of knowledgeable small business experts.

Get a direct line to our team—professional support is just a few swipes, taps, or clicks away.

Streamlined Process

We're trusted by growing businesses because we've made bookkeeping easy and tax season stress free.

We understand the unique challenges that come with growing a business and have the expertise you need to reach your goals.

Powerful financial reporting

See how your business is doing in past months and in real-time, so you can master your spending and make smarter decisions with your money.

We support tiny startups and large companies, so no matter how your needs evolve, we've got you covered.

What Our Clients Say

We combine innovative strategies with expert financial solutions, delivering precise management, actionable insights, and personalized support to set your business apart.

"I'm incredibly satisfied with the service from Sage. They've made our accounting processes seamless, allowing us to focus more on growing our business."

David Kim
David KimRetail Business Owner

"Sage's support has been instrumental in helping us navigate our financial challenges."

Jessica Lee
Jessica LeeStartup Founder

"Sage's expertise in managing payroll has been a huge relief for our business."

Maria Gonzalez
Maria GonzalezProfessional Consultant

"I highly recommend Sage for their seamless bookkeeping services."

John Smith
John SmithE-commerce Owner

"I'm incredibly satisfied with the service from Sage. They've made our accounting processes seamless, allowing us to focus more on growing our business."

David Kim
David KimRetail Business Owner

"Sage's support has been instrumental in helping us navigate our financial challenges."

Jessica Lee
Jessica LeeStartup Founder

"Sage's expertise in managing payroll has been a huge relief for our business."

Maria Gonzalez
Maria GonzalezProfessional Consultant

"I highly recommend Sage for their seamless bookkeeping services."

John Smith
John SmithE-commerce Owner

"Sage has been fantastic in helping us grow our business through their expertise."

Sarah Brown
Sarah BrownFreelancer

"Their support has allowed us to focus more on innovation and less on accounting."

Anna Lee
Anna LeeTech Entrepreneur

"Thanks to Sage, our financial reporting is now more transparent and accurate."

Mark Taylor
Mark TaylorRetail Manager

"I appreciate the personalized service that Sage offers. It makes a big difference."

Lucy Adams
Lucy AdamsSmall Business Owner

"Sage has been fantastic in helping us grow our business through their expertise."

Sarah Brown
Sarah BrownFreelancer

"Their support has allowed us to focus more on innovation and less on accounting."

Anna Lee
Anna LeeTech Entrepreneur

"Thanks to Sage, our financial reporting is now more transparent and accurate."

Mark Taylor
Mark TaylorRetail Manager

"I appreciate the personalized service that Sage offers. It makes a big difference."

Lucy Adams
Lucy AdamsSmall Business Owner

Stay Connected with Our Newsletter

Let the latest updates and insights delivered straight to your inbox.

Unlock Your Business Potential

Get started with a free consultation and see why over 4,000 businesses trust us.

Copyright © 2025 Sage. All Rights Reserved.