Services
Clean Books. Organized Entities. Clear Financial Visibility.
Monthly and quarterly accounting services for businesses and real estate investors who need organized financials.
Overview
What Is Accounting & Bookkeeping?
Disorganized books make tax planning impossible, delay decision-making, and create risk at audit time. Blue Sage provides the financial infrastructure that makes everything else — tax planning, advisory, entity management — work correctly.
Ideal Clients
Who This Service Is For
- Real estate investors with multiple LLCs or entities
- Small to mid-size businesses ($500K–$10M revenue)
- Closely held businesses needing reliable monthly reporting
- Business owners who've outgrown DIY bookkeeping
Scope of Work
What's Included
- Monthly bookkeeping and bank reconciliation
- Chart of accounts setup and maintenance
- Accounts payable and accounts receivable tracking
- Monthly and quarterly financial statement preparation (P&L, Balance Sheet, Cash Flow)
- Entity accounting for multiple LLCs or business entities
- Year-end close and tax preparation handoff
- QuickBooks Online setup and management
- Payroll coordination (with third-party payroll provider)
Why Blue Sage
What Sets Our Approach Apart
Blue Sage accounting is directly integrated with tax planning — your bookkeeper and your tax strategist are the same firm. No data handoff errors, no translation layer, no "we'll figure it out at tax time."
Common Questions
About Accounting & Bookkeeping
How is this different from what my current CPA does?
Most firms treat this as a once-a-year task. Blue Sage treats it as an ongoing strategy — your situation is reviewed throughout the year so opportunities aren't missed and decisions are made with full tax awareness.
What does working with Blue Sage actually look like?
You work directly with Neo — not an associate or a preparer. Engagements include quarterly touchpoints, year-end planning, and access whenever a financial decision requires tax input before you make it.
How do I get started?
Schedule a free introductory consultation. Neo reviews your current situation, identifies gaps, and outlines exactly how Blue Sage can add value — with no obligation.
Ready to Discuss Your Accounting & Bookkeeping Needs?
Schedule a confidential consultation with Neo to explore how this service applies to your specific situation.