FAQs

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We truly value your time and want to ensure we provide the best possible service whenever we speak with you. To give your needs our full attention, we prefer that you schedule an appointment or email us at hello@sagbk. You can expect a response within 24-48 hours.

No. We currently do not file taxes, but we offer tax preparation. We work with your CPA or Tax Accountant to answer any questions regarding your financials and offer insights throughout the year to ensure that you have a painless tax season and maximize your benefits.

While bookkeeping focuses on recording financial transactions, accounting involves interpreting, classifying, analyzing, and summarizing this data into financial statements. In essence, bookkeeping gathers the raw numbers, and accounting transforms them into actionable insights that guide business decisions. At SAG, we do both!

Keep all receipts, invoices, bank statements, and any other financial documents organized. These documents not only help in daily bookkeeping but also serve as essential records during tax season or audits. SAG will keep copies of your uploaded files so that we can assist with year-end questions!

Your bookkeeper will need access to your financial data, be notified of business updates or changes, and collaboration on key financial decisions. This partnership can provide invaluable insights into managing cash flow, preparing for tax challenges, and ensuring overall financial health.

It is necessary to communicate any important changes to your business i.e. change in entity type, removing or adding bank accounts, credit cards, loans, large purchases, adding or removing a revenue stream, and hiring employees.

Feel free to reach out to your accounting team and they will be happy to help. You will have full access to QuickBooks.

You and your business will be our main priority as we learn more about your business. You will receive a link to meet with us via Zoom or Google as we discuss your goals and what you are looking for in our services. We will also discuss pricing and what we offer.