SAGE SOLUTIONS
Bookkeeping, Advisory & Support
UNLOCK YOUR FINANCIAL CLARITY
WHO WE SERVE
We proudly serve a diverse range of industries, including real estate investors - landlords - wholesalers - real estate agents - RV parks - hotels, property management companies and self-storage facilities. Our expertise extends to: law firms - therapists - counselors and non-profits. As well as skilled trades such as electricians - plumbers and painters and more. Regardless of your industry, we are to support your unique needs.

Wholesalers

Enjoy stress-free bookkeeping designed just for real estate wholesalers! Our service organizes every deal and expense—while making it simple to track key advertising KPIs—so it's easy to see which marketing efforts bring in the most leads and profit. With accurate, up-to-date records at your fingertips, you'll have everything needed to make confident, growth-driven decisions and keep tax time hassle-free. Focus on closing more deals while we handle the numbers!
Flippers

Experience stress-free bookkeeping designed for real estate flippers! Every project gets its own budget and dedicated tracking—so all renovations, expenses, and profits are organized per property from purchase to sale. With clear budgets and real-time project tracking, it’s easy to spot overruns early, maximize each flip’s returns, and keep every tax record at your fingertips. Confidently grow your business while we handle the details, so you can focus on finding the next great deal.
Landlords

Simplify your bookkeeping with services tailored for landlords managing both long-term and short-term rentals. We track every expense—including Airbnb processing fees, property management fees, maintenance costs, and more—ensuring your financials are accurate and complete for each property. With detailed expense capturing and income tracking, you gain clear insights into cash flow and profitability, helping you optimize operations and maximize returns. Focus on growing your rental portfolio while we keep your books organized and tax-ready.
Self Storage Facilities

Streamline your bookkeeping with specialized services for self-storage facilities. We meticulously track your rent roll, payment processing fees, returned customer payments, repair expenses, and payroll to provide a complete and accurate financial picture for your facility. With detailed tracking and clear reports, you’ll gain valuable insights into cash flow and operational costs, empowering you to make informed decisions that drive growth and efficiency. Let us handle the numbers so you can focus on managing and expanding your storage business.
Service Providers

Keep your books accurate and up-to-date with our bookkeeping services tailored for service providers like HVAC, painters, plumbers, and more. We ensure your accounts receivable is precisely tracked and reconciled every month, and we work diligently to collect all payments on time. By managing your invoicing, payment follow-ups, and financial records, we help you maintain steady cash flow so you can focus on delivering great service to your customers.
Counselors/Therapist

Keep your therapy or counseling practice financially organized with specialized bookkeeping services designed just for your office. We ensure accurate tracking of client payments, insurance reimbursements, and expenses—handling accounts receivable with monthly reconciliation and timely payment follow-ups. By keeping your financial records clear and up-to-date, you can focus on providing care while we manage the numbers and help maintain your practice’s financial health
Real Estate Agents

Simplify your real estate business finances with bookkeeping services tailored for agents. We track commissions, marketing expenses, transaction costs, and client payments, ensuring your accounts stay accurate and reconciled monthly. With timely payment management and clear financial reporting, you can focus on closing deals while we keep your books organized and tax-ready
Law Firms

Keep your law firm’s finances in perfect order with expert bookkeeping services designed specifically for legal practices. We ensure your client trust (IOLTA) accounts are reconciled monthly, maintaining full compliance and transparency. Working seamlessly with your firm’s practice management software, we keep your trust ledgers consistent and accurate, while diligently managing overall financial records so you can focus on serving your clients confidently