S.A.G. Bookkeeping

For tax ready books, Call 912-282-2628

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    • Home
    • Our Services
      • CFO Services
      • Bookkeeping Services
      • Client Stories
    • About Us
    • The Ledger Lounge
    • Contact
    • FAQs
S.A.G. Bookkeeping

For tax ready books, Call 912-282-2628

  • Home
  • Our Services
    • CFO Services
    • Bookkeeping Services
    • Client Stories
  • About Us
  • The Ledger Lounge
  • Contact
  • FAQs

Bye-bye to Tax Panic-Say Hello to Tax-ready Books

Discover how our CFO services can help you Predict what will happen next!

Learn more

The S.A.G. Method - Let’s get down to business!

Our Proven 3-Step Engagement Process to hit the ground running

 

  1. Discover— We conduct a deep dive into your books, systems, and goals—setting clear benchmarks.  
  2. Dashboard Build & Strategy—We deliver a custom systems-integrated dashboard, establish KPIs, and align on strategic priorities.
  3. Ongoing CFO Support—Monthly reviews, ad hoc analysis, and real-time insights to keep you ahead of the curve.



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We remove the noise and only discuss what is high priority for your business. Financials that finally match your Vision. We want to see your business THRIVE not just survive!

A Plan for Future Growth - The CFO lite Package

Key Performance Indicators (KPI) Tracking

Key Performance Indicators (KPI) Tracking

Key Performance Indicators (KPI) Tracking

monthly financial dashboard for accounting and bookkeeping for small business owners KPI widgets

 Stop drowning in spreadsheets and see the metrics that matter at a glance, updated in real time so you never miss a trend. Our forecast & budgeting tool aligns every data point with your growth goals, giving you laser-focused insights that drive decisions instead of chasing numbers. 

Monthly Financial Reporting

Key Performance Indicators (KPI) Tracking

Key Performance Indicators (KPI) Tracking

monthly financial dashboard for accounting and bookkeeping for small business owners KPI widgets

 Monthly recaps shouldn’t be another chore; our sleek reports deliver the story behind your numbers in plain terms. We highlight priority areas and forward-looking insights, so you know exactly where you stand and where you’re headed. 

Cash Flow Dip Alerts

Key Performance Indicators (KPI) Tracking

Profitability Analysis

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 Never get blindsided by a cash squeeze again—our instant alerts ping you the moment your reserves slip, so you can pivot before it’s too late. Think of it as your financial early-warning system, cutting the noise and surfacing only what demands your attention. Cheers to an improved bookkeeping and accounting process.

Profitability Analysis

Profitability Analysis

Profitability Analysis

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 We dive into profit drivers and cost leakages with surgical precision, revealing exactly which services and products fuel your bottom line. Our clear, action-oriented insights help you maximize revenue streams and plug profit gaps—no guesswork, no fluff. 

Business Consulting

Profitability Analysis

Proactive action plans

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 We partner with you to map strategy, refine processes, and unlock new opportunities—like having a CFO in your corner without the confusing jargon. Our tailored consulting sessions bridge the gap between data and direction, empowering you to steer your business with confidence. 

Proactive action plans

Profitability Analysis

Proactive action plans

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 You’ll never get generic checklists; our action plans are personalized roadmaps that tie every step back to your long-term vision. We prioritize high impact moves, equip you with clear next steps, and keep your goals realistic and in sight, not wishful thinking. 

For a preview of our pricing

For the quickest turnaround, complete this form and receive an estimate via email.


Disclaimer:  This proposal is tentative and based solely on the information provided in your initial request. Your discovery call with us will allow us to refine the scope, confirm timing, and ensure we deliver exactly what you need.

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