Sagebridge Financial Consulting
Financial Consulting · Arlington Heights, IL

You're the expert in your world.
Let us be the expert for yours.

You built something real. Now let us be the expert you can actually call on for the financial side of your business.

Shanna Martin, Founder of Sagebridge Financial Consulting

Shanna Martin

Founder, Sagebridge FC

Meet Shanna
Who this is for

Built for the brave ones who bet on themselves.

Freelancers. Small business owners. Service providers. Trades. Creatives. Anyone who walked away from the safe paycheck to build something on their own terms. You're the reason we do this. You already do the hard part every day - we handle the rest.

No judgment about where your books are. No lectures about what you "should have" done. Just an expert in your corner, translating the money side into something you can actually use.

Philosophy

Zero

Judgment Ever

You're not behind. You're not "bad with money." You're just busy running the thing you built. 

Experience

25+

Years in Business

Over two decades of tax seasons, cleanups, and hard conversations - so yours goes smoothly.

Community

200+

Clients Served

Trusted by independent business owners nationwide - creative, trades, service, and beyond.

The plan

Three steps. That's it.

The hardest part is the first click. Everything after that, we handle together.

01

Book a Free Consultation

Thirty minutes, no pitch. You tell us what's going on, we tell you what we'd actually do about it.

02

Get a no-obligation cleanup quote and plan

We look at where your books actually are and hand you a straightforward plan and price. Take it or leave it.

03

Hand off your books, get back to your business

You go do the thing only you can do. We handle the numbers, the deadlines, and the emails from the state.

What we do

The whole financial back office - under one warm roof.

From clean monthly books to the "should I hire someone?" conversation, everything you need from a finance partner, without the corporate coldness.

QB Certified Bookkeeping & Payroll

Certified, accurate bookkeeping and payroll, handled by a QuickBooks ProAdvisor Elite, so nothing falls through the cracks.

Accounting Assistance & Cleanup

Got months of chaos in your books? No shame. We come in and clean it up, top to bottom.

Strategy & Cash Flow Forecasting

See what's coming before it hits, with a clear financial roadmap so cash flow stops being a surprise.

Tax Services

Tax season without the panic: prep, filing, and planning handled so nothing costs you more than it should.

Consulting

A real advisor in your corner, someone to run big decisions by before you make them, not after.

Financial Planning

Turn your numbers into an actual plan for where the business is headed next.

Work With Us
Kind words

Not a bookkeeper. A trusted advisor.

“Prior to making important business decisions, I always run things by Shanna first to make sure I'm not missing anything.”

Sagebridge Financial Consulting has been handling the bookkeeping and other administrative tasks for me since 2019, but more importantly has become a trusted advisor to my business. They are always available and responsive to my needs. Prior to making important business decisions, I always run things by Shanna first to make sure I'm not missing anything and have thought things through. I highly recommend engaging them for bookkeeping as they will also help your business be more successful.

Tyler Cambridge Partners logo

Will Deeds

Tyler Cambridge Partners, LLC

“I have felt more comfortable being able to service my clients without worry of taxes, state documents and…”

Since I started my small business I had absolutely no idea where to start with accounting and managing my books. I was led to Sagebridge from a fellow small business owner and since then I have felt more comfortable being able to service my clients without the worry of taxes, state documents and other miscellaneous nitty gritty things. As a service provider, client happiness is a number one priority. With Shanna's help at Sagebridge, I have the ability to maintain that client relationship without a doubt in my mind the paper stuff will get done. Thank you Shanna!

B's Beauty logo

Brittney Gattuso Canela

B's Beauty

From Google

Straight from Google Reviews.

5.0· Verified Google reviews
A

Andrea Sima

Local Guide · 15 reviews · 11 photos

2 months ago

I cannot recommend Shanna enough. She is incredibly knowledgeable, professional, and genuinely invested in helping small business owners succeed. From the moment we started working together, she made things feel less overwhelming and more manageable, which is priceless when you're juggling a business and life at the same time. What stands out most is how much she truly cares - not just about numbers, but about the people behind them. She's responsive, trustworthy, detail-oriented, and explains things in a way that actually makes sense. I always feel supported and confident knowing she's in my corner.

K

Kendra Youssef

Local Guide · 73 reviews · 20 photos

a month ago

Shanna was an absolute pleasure to work with. I found myself with unreconciled books after being made aware by my last servicer they had ceased services in December. I had an immediate need for a P&L and needed a quick turnaround, Shanna delivered!

T

Taylor English

2 reviews

2 months ago

Shanna is an absolute doll and makes running my business soo much easier. Her bookkeeping skills are top notch and she is so knowledgeable and can explain things in a way that makes it easy for me to understand and digest. Because of her, I've been less stressed about managing my books, which means I can focus on my beauty business! Her niche experience working with beauty professionals is why I chose her, and I wouldn't trust anyone else for this task.

A

Alex Burton

7 reviews · 1 photo

2 months ago

I've been a client of Shanna's for the past year, once I opened my salon suite. Shanna opened my LLC for me & truly taken any headache relating to finances away. She's organized & extremely knowledgeable. Tax season was a breeze with her, definitely recommend Sagebridge!

J

Jennifer Lashbrook

2 reviews

4 months ago

Shanna and her team are absolutely incredible. She is so knowledgeable and always a phone call away for questions. She has made running my business so much easier. Now I can focus on my clients and she can focus on my books.

Read all reviews on Google →
Not ready for a consult? Start here.

Know Your Numbers. Grow Your Business.

A $97 self-paced course that finally makes the money side of your business make sense - in a weekend, in plain English, with zero jargon. It's the lowest-commitment way in the door, and honestly, it might be all you need.

  • Learn what your P&L and balance sheet are actually telling you.
  • Get the language to talk to any accountant without nodding along.
  • Walk away with a monthly rhythm that keeps you out of chaos.
Start Learning Now

Know Your Sheet · The Course

Read your books like a friend, not a stranger.

$97one-time · lifetime access

Ready when you are

Let's have a real conversation about your books.

Thirty free minutes. No sales pitch, no jargon. Just an honest look at where you are and what would actually help.

Book a Free Consultation