Bookkeeping isn't one-size-fits-all, and neither are our service plans.
Every Sagebridge client receives personalized bookkeeping, proactive guidance, and a dedicated financial partner. Rather than choosing services from a menu, your plan is based on the size, complexity, and monthly demands of your business. During your discovery call, we'll recommend the level of support that's the best fit, so you can spend less time worrying about your books and more time running your business.
Three ways we can work together.
THE RIGHT FOUNDATION
Essentials
You need clean books and someone actually paying attention. Start here.
- Up to Four Accounts
- One Revenue Stream
- Monthly Bookkeeping
- Monthly Reports
- Annual Tax Preparation
DESIGNED TO GROW WITH YOU
Growth
For growing small businesses with employees, multiple revenue streams, or rising complexity.
- Multiple Bank/Credit Accounts
- Payroll Processing
- Multiple Revenue Streams
- More Monthly Transactions
- Annual Tax Preparation
YOUR COMPLETE FINANCE BACK OFFICE
Established & Scaling
For established, multi-revenue businesses that need a full financial back office.
- High Transaction Volume
- Multiple Entities or Locations
- Department Level Reporting
- Cash Flow Strategy
- Ongoing Advisory
Let's figure it out together.
You don't need to know which plan is right before reaching out, that's what we're here for. During your complimentary consultation, we'll get to know your business, answer your questions, and recommend the level of support that best fits your needs. If your books need a little extra attention first, we'll guide you through that too. No pressure. No jargon. Just honest advice and a clear path forward.
The stuff people always ask.
My books are a mess. Can you still help?+
Absolutely. In fact, cleanup projects are one of our specialties. Whether you're months behind, your books were never set up correctly, or you're just not sure where to start, we've seen it before. No judgment. No lectures. Just a clear plan to get everything back on track.
How do I know which plan is right for me?+
During your complimentary consultation, we'll learn about your business, ask a few questions about your bookkeeping, and recommend the level of support that's the best fit. Our plans are based on the complexity of your business (not a menu of services) so you'll never pay for more than you need or less than you deserve.
How much does bookkeeping cost?+
Every business is different. Our pricing is based on the complexity of your bookkeeping—not just transaction volume. During your complimentary consultation, we'll recommend the level of support that's right for your business and provide transparent pricing with no surprises.
Do we have to meet in person?+
Not unless you want to. We work with clients across the country using secure cloud-based systems, Zoom, and phone meetings. If you're local to Arlington Heights, we'd love to see you in person, too.