Bookkeeping & Accounting

Clean books, made simple, at any size.

Whether you want to run the books yourself with a professional foundation, share the work, or hand it off entirely, we have a plan built for where your business is right now.

Book a Free Consult

Choose your level of support

Three ways to work with us

Start where you are and move up whenever you're ready. No long-term contracts.

Do it yourself

Sagan DIY

Solo owners & lean startups

Bookkeeping software set up and configured
Custom chart of accounts and automation
Quarterly book review and health check
Unlimited questions through your portal
You run categorization, we keep you on track

Sagan Core

Growing small businesses

We keep the books for you each month
Bank and credit card reconciliation
Monthly Profit & Loss and Balance Sheet
Dedicated bookkeeper and email support
Year-end tax-ready package for filing

Done for you

Sagan Advisory

Established & multi-entity

Everything in Core, plus strategy
Custom reporting and KPI dashboards
Budgeting, forecasting, and cash-flow help
A financial partner in your business
CFO-level guidance without the salary

Pricing is tailored to your transaction volume and needs. Book a consult for one clear quote.

Included every month

What you can count on

Accurate, up-to-date categorization

Bank and credit card reconciliation

Monthly financial statements

Secure 24/7 access to your numbers

A real person who knows your account

A year-end package ready for tax time

Works better together

Bundle and save

Add payroll or tax and we waive your setup fees. Combine all three and everything is under one team, one price.

Payroll & HRTax FilingTax PlanningBusiness FormationTax Resolution

Let's get your books in order.

Tell us where your business is and we'll recommend the right level of support, with one clear price.

Book a Free Consult Call 423-607-2464