At Sage Growth Advisors, we specialize in providing small business owners with the financial clarity, tax planning, and compliance support they need to grow with confidence.

Our tiered service packages are built to meet you where you are—whether you need basic financial structure, advanced tax strategy, or full-scale advisory services. We combine GAAP-compliant systems with personalized guidance to help you make smart, informed decisions that reduce risk and increase long-term success.

From managing payroll and HR to forecasting cash flow and staying audit-ready, we offer practical, judgment-free solutions that work in the real world.

You deserve more than a bookkeeper. You deserve a proactive financial partner who understands your goals and gets things done.

Our Services

  • Starting at $600/month

    For businesses that want clean, compliant, and organized financials—with no tax-time panic.

    What’s Included:

        •    Monthly GAAP-compliant financial tracking

        •    Reconciliation of all balance sheet accounts (banks, loans, credit cards)

        •    Monthly P&L, Balance Sheet, and General Ledger reports*

        •    Quarterly tax estimate updates

        •    1099 tracking and annual filing

        •    Year-end tax readiness package

        •    Optional payroll processing (up to 2 payees)

        •    Access to your secure Sage Client Portal for document uploads and communication

    ✨ Ideal for: business owners ready to stop guessing and stay compliant year-round.

  • Starting at $1,200/month

    For growing businesses that want all back-office systems aligned—financial, payroll, HR, and compliance.

    Everything in Foundation, plus:

        •    Full-service payroll with tax filings and year-end forms

        •    HR onboarding support (background checks, drug screening, digital new hire setup)

        •    401(k) setup and plan administration support

        •    S Corp salary/draw planning

        •    GAAP-aligned budgeting and forecasting templates

        •    Annual tax strategy planning session

        •    Registration or benefits compliance assistance (state, local)

        •    Full Sage Client Portal access for task tracking, messaging, and uploads

    ✨ Ideal for: small businesses that are growing fast and want compliance and clarity from the inside out.

  • Starting at $2,500/month (custom quote)

    For businesses with multiple entities, multi-state compliance needs, or executive-level reporting requirements.

    Everything in Integrated Plan, plus:

        •    Multi-entity and multi-state oversight

        •    Full reconciliation of all balance sheet accounts across all entities

        •    Custom reporting for lenders, boards, or grant applications

        •    Cash flow forecasting and scenario modeling

        •    Reimbursement program setup and policy review

        •    Support for benefit plan compliance (HSA, PTO, mandated plans)

        •    Optional collaboration with your internal team or outside vendors

        •    Full access to your Sage Client Portal for secure records, messaging, and archive tracking

    ✨ Ideal for: complex organizations needing full visibility and audit-ready systems—without a full-time staff.

  • One-Time Diagnostic | Starting at $850

    Your financial truth—delivered clearly, without judgment.

    Includes:

        •    Full GAAP compliance review

        •    Balance sheet reconciliation audit

        •    Salary/draw structure evaluation

        •    Tax exposure and missed deduction identification

        •    Written summary with a clean action plan

        •    Delivered through your Sage Client Portal

    ✨ Start with clarity. Stay protected.

Footnote:

Monthly financial reports (Profit & Loss, Balance Sheet, and General Ledger) are provided only upon timely receipt of all required documentation and responses. Delivery timelines are contingent upon the client meeting submission and communication deadlines.

Can’t decide on a package?

We also offer many of our services individually, so you can pick and choose what you need for your business.

A la Carte

Payroll and Timeclock•Human Resources, Handbooks, Background Checks and E-Verify•Life insurance, Key Man Insurance•401k Plans•Workers Comp Insurance •Health Insurance and Telehealth•Diagnostic and Clean ups•Forensic Accounting •IRS Representation•Business Valuation•Debt Relief support•Tax Planning

What People Are Saying

“I've been through multiple CPA's looking for someone who our (multiple) business needs, which vary, our personal taxes and our Trust taxes. Debi explains everything in a way that I actually understand, takes care of all the parts I can't (or don't want to) do and is fun to work with. When I decided to start a new business that was different than the others she helped me figure out everything from the type of business I needed to how my payroll should be set up. I don't know how I would have managed without her!”

— THornbeck

“I'm a retired accountant, so I want my books done right... I just don't want to be the one to do taxes ever again. I trust Debi, and her expertise is top notch.”

— Area8ComputerConsulting

“I started my first business during the pandemic so naturally when the time came to do all my taxes, I panicked. Debi made me feel that everything was going to be okay and then I really wasn't as bad off as I thought I was. Even when I didn't keep my patients or my cool because of stress she stayed cool as a cucumber and didn't make me feel bad at all about the lack of what I kept up with. I will never go anywhere else she will be my tax lady for life”

— Comfort and Joy

Wonder what it’s like to work with us?

Check out these videos to see our clients in action

Deanna Damato from Lenoire Lane joining Debi at the office to show off her new services!