Empower Your Finances
Expert Financial Consultancy Services
Welcome to Sage Strategy Co., where we help small business owners gain clarity, confidence, and control over their finances. We provide dependable bookkeeping, business analytics, payroll support, and notary/loan-signing services, delivering accurate, compliant, and stress-free solutions tailored to your business needs.
Our mission is to simplify the financial side of your business so you can focus on growth, strategy, and serving your clients. With extensive experience across bookkeeping, analytics, and business systems, we support business owners in staying organized, tax-ready, and informed—without the overwhelm.
At Sage Strategy Co., we believe financial support should feel clear, approachable, and reliable. We’re not a one-size-fits-all service. We take the time to understand your business and provide thoughtful, practical solutions that support long-term success and peace of mind.
Hi, I’m Stefanie, the owner of Sage Strategy Co. With over 20 years of bookkeeping experience, I help small business owners feel confident and in control of their finances—without the stress. I specialize in small business bookkeeping, QuickBooks support, monthly bookkeeping, and bookkeeping cleanup, making sure your books are accurate, organized, and easy to understand.
I know bookkeeping can feel overwhelming, especially when you’re juggling everything else in your business. That’s where I come in. I’m here to help you make sense of your numbers, stay on track, and feel supported every step of the way. Whether you need catch-up bookkeeping, ongoing monthly support, or someone you can finally trust with your books, I’m here to make the process simple and approachable.
When you work with me, you’re working directly with a real person who cares about your success. I take the time to understand your business, answer your questions, and provide bookkeeping support that fits your needs—so you can focus on doing what you do best.
Ready for bookkeeping that feels manageable and supportive?
Schedule a consultation today and let Sage Strategy Co. help you stay organized, confident, and stress-free.
Our Process
Bookkeeping
Strategic and Effective
Make notarizing and loan signings fast, easy, and reliable. Sage Strategy Co. LLC offers full-service notary and loan-signing solutions for home purchases, refinances, or general documents. Every signing is handled with accuracy, professionalism, and care.
We focus on convenience and precision, with flexible scheduling and efficient service that ensures your paperwork is completed correctly the first time. Sage Strategy Co. LLC provides stress-free signing solutions you can trust — making every appointment smooth, efficient, and hassle-free.
Simplify your finances and focus on growth. Sage Strategy Co. LLC provides professional bookkeeping services for entrepreneurs, business owners, and service-based companies. From daily transaction tracking and expense categorization to bank reconciliations and Profit & Loss statements, we keep your books accurate, organized, and tax-ready.
We don’t just manage the numbers — we deliver insights and clarity so you can make smarter, data-driven decisions. With reliable, year-round support, Sage Strategy Co. LLC makes bookkeeping simple, strategic, and stress-free, giving you peace of mind and the freedom to focus on growing your business confidently.
Financial Analytics
Turn your business data into actionable growth strategies. Sage Strategy Co. LLC offers expert financial analytics designed to help entrepreneurs and business owners make informed, profitable decisions. From cash flow analysis and budget forecasting to KPI tracking and financial reporting, we provide the insights you need to plan, optimize, and grow your business.
Our custom reports and strategic guidance help improve performance, reduce risk, and uncover opportunities for expansion. Sage Strategy Co. LLC transforms complex financial data into clear, actionable insights — empowering you to make confident decisions that drive business growth year-round.
Notary & Loan Signing
Common Questions
Consultation Process
Our consultation process involves an initial assessment to understand your business financial goals and concerns. We then create a customized plan to address your specific needs and guide you towards financial stability and growth.
Service Duration and Results
The duration of our services varies based on individual business requirements and goals. Results are typically noticeable within a few weeks, but long-term benefits are achieved through consistent dedication and adherence to the financial strategies.
Financial Coaching Benefits
Financial coaching provides personalized support and guidance to help you navigate financial challenges, set achievable goals, and maintain a healthy financial strategy. The process empowers you to make sustainable changes and prioritize your business's financial well-being.
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951-516-0232