Sage Finance

BACKGROUND

Please describe your company and position.

I am the Operations Head of an IT services company.

Describe what your company does in a single sentence.

Digital Marketing & IT services for Restaurants & SMBs

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sage Finance to accomplish?

• Accounting

SOLUTION

How did you find Sage Finance?

Online Search

Why did you select Sage Finance over others?

• Pricing fit our budget
• Other

How many teammates from Sage Finance were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We are Antler Technologies, a digital marketing and IT services company. Sage Finance provided us with essential accounting and tax services, including bookkeeping, tax preparation, payroll processing, and financial reporting. They ensured compliance with federal and state tax regulations while offering valuable financial insights to optimize our tax strategy and cash flow. Their expertise helped us streamline our financial operations, allowing us to focus on business growth.

Key Deliverables:
1. Bookkeeping & Financial Reporting – Maintained accurate financial records and provided monthly reports.
2. Tax Preparation & Compliance – Handled federal and state tax filings, ensuring compliance.
3. Payroll Processing – Managed payroll and tax deductions for employees.
4. Financial Advisory – Provided tax-saving strategies and financial insights for better decision-making.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Improved Financial Accuracy – Reduced errors in bookkeeping and ensured up-to-date financial records.
• Timely Tax Compliance – Successfully met all tax filing deadlines, avoiding penalties.
  Optimized Tax Savings – Identified and applied tax-saving strategies, reducing overall tax liability.
• Efficient Payroll Management – Ensured accurate and timely payroll processing, improving employee satisfaction.
• Better Financial Insights – Provided clear financial reports that helped us make informed business decisions.

Overall, Sage Finance’s services streamlined our financial operations, increased efficiency, and allowed us to focus on scaling our business.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Sage Finance demonstrated excellent project management throughout our engagement. They delivered all financial reports, tax filings, and payroll processing on time, ensuring we met compliance deadlines without any issues. Their team was highly responsive, promptly addressing our questions and adapting to our evolving business needs. Whether it was handling urgent tax matters or providing financial insights, they were proactive and efficient, making the entire process smooth and stress-free.

What was your primary form of communication with Sage Finance?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed us most about Sage Finance was their exceptional support, quick understanding of our needs, and seamless communication. They made everything easy, handled our finances efficiently, and were always responsive. Their expertise and proactive approach gave us confidence in our financial operations.

Are there any areas for improvement or something Sage Finance could have done differently?

There’s nothing specific that stood out as a major area for improvement, but like any service, proactive updates on financial trends or tax changes relevant to our industry could add even more value. Overall, their support and efficiency made the experience smooth and hassle-free.

BACKGROUND

Please describe your company and position.

I am the Development Director of smart emergency support company. 

Describe what your company does in a single sentence.

Our company is a smart emergency support platform that helps individuals and families get instant help during medical or safety emergencies especially when language or access is a barrier. We handle backend development, system integrations, and data security entirely from the U.S., ensuring fast, secure, and reliable performance.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sage Finance to accomplish?

• Financial accounting

SOLUTION

How did you find Sage Finance?

Thumbtack

Why did you select Sage Finance over others?

• Good value for cost
• Company values aligned
• After hours support

How many teammates from Sage Finance were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

At the time, we needed comprehensive support in setting up and managing our accounting and financial systems. Sage Finance stepped in to provide exactly what we needed from cleaning up our books to ensuring our tax filings were accurate and timely.

Their scope of work included full-service bookkeeping, monthly financial reporting, tax preparation and compliance, and ongoing accounting support. They also helped us organize past financial records, reconcile accounts, and implement a more efficient workflow for managing expenses and income.

One of the key deliverables was establishing a reliable accounting system that gave us clear visibility into our financial health. Additionally, their team ensured that we stayed compliant with all relevant tax requirements and deadlines.

Their communication, professionalism, and attention to detail made a significant difference for our operations during that time.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Clean and up-to-date financial records

On-time tax filings with no penalties

Improved reporting for better business decisions

Streamlined accounting processes and reduced errors

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Sage Finance was super easy to work with. They always delivered things on time — whether it was monthly reports or tax filings  and were really on top of everything. Anytime we had a question or needed something adjusted, they responded quickly and made sure we were taken care of. Their team made the whole process way less stressful and just really smooth overall.

What was your primary form of communication with Sage Finance?

Virtual Meeting

What did you find most impressive or unique about this company?

What stood out the most was how hands-on and approachable the team at Sage Finance was. They didn’t just handle the numbers they actually took time to understand our business and gave advice that made sense for us. It felt more like having a partner than just a service provider. Their attention to detail and clear communication really set them apart.

Are there any areas for improvement or something Sage Finance could have done differently?

Overall, our experience with Sage Finance was excellent. Their team was professional, responsive, and made everything from bookkeeping to tax filing feel effortless. If there’s one small thing they could improve, it would be to check in a bit more proactively during busy seasons but even then, they were always quick to help when we reached out. We’d definitely recommend them and will continue to use their services whenever needed.