Our Services
From accurate financial reporting to strategic planning, we offer a full suite of services designed to help you achieve financial clarity and peace of mind. Explore our offerings below and discover how we can partner with you on your journey to success.
Bookkeeping Services
Monthly Bookkeeping
With our expert bookkeeping services, you can rest assured that your financial records are in capable hands. Let Sage Financial Solutions handle all your monthly bookkeeping tasks, from reconciliations to payroll management, ensuring your books are maintained accurately and efficiently. We utilize QuickBooks Online and best practices to keep your financial data organized and accessible.
Basic
Starting at $500/month
This package is for your solo veterinarian or new clinic just starting out that wants the books kept tidy all year round.
Transaction categorization and verification
Monthly reconciliation of bank/credit card accounts
3 standard monthly financial reports
Unlimited email support
Access to our secure client portal
Core
Starting at $750/month
This popular package is ideal for growing practices with higher monthly activity needing more detailed financial insights.
Everything in the Basic package
Paperless bill pay
AP/AR reconciliation
3 monthly custom reports
Quarterly reporting calls
Starting at $975/month
Our most comprehensive package is best for complex practices that require more advanced solutions and support.
Everything in the Basic and Core packages
Asset tracking
Custom monthly journal entries
Vendor tax filings
Monthly reporting calls
Premium
Add-on Services
Payroll Processing
1099 Prep and filing
QBO Setup
QBO Subscription (with discount!)
AAHA Standards
We utilize the AAHA chart of accounts for all our clients to ensure their books remain consistently streamlined and well-organized within the veterinary industry. This approach helps maintain accuracy and simplifies financial management tailored specifically to veterinary practices.
One-Time Cleanup
Is your bookkeeping slipping down the priority list, leaving you overwhelmed, behind on your financial records, and dreading your year end clean-up? Or has your QuickBooks been plagued by errors, making it difficult to see the true financial health of your business? Look no further! Our dedicated team of accounting professionals is here to help you get back on track.
Our meticulous approach ensures that your books are not only accurate but also compliant with industry standards. We’ll dive into your existing records, categorizing transactions, reconciling back and credit card accounts, review of accounts payable and receivable, and analysis of assets and other large purchases. Once your financial records are in order, we’ll provide you with comprehensive, easy to understand reports that empower you to make informed decisions.
Don’t let disorganized books hold you back. Partner with us for reliable, project based accounting and bookkeeping that will give you the peace of mind you deserve. Contact us today to learn how we can help transform your financial processes and drive your veterinary business forward!
Price Varies - schedule a free discovery call now to get your customized proposal!
Advisory & Growth
Starting at $850/month
Unlock your potential with our comprehensive financial advisory services, tailored specifically for veterinary businesses. We help you navigate the complexities of financial management and ensure your business thrives by providing tailored insights and actionable recommendations designed to empower you in every aspect of your financial journey.
The Process
Set Goals & Targets: Turn overwhelm into clarity. We help you define business and personal goals, then build a realistic plan—budgeting and forecasting included—to make them achievable.
Business Performance Analysis: Stop guessing about your numbers. We track key metrics, highlight problem areas, and give practical steps to boost profitability and efficiency.
Cash Flow Management: No more wondering where the money went. We analyze cash flow trends so you can cover expenses, build healthy reserves, and invest in growth with confidence.
Advisory Calls: Regular calls keep you on track with an easy-to-follow financial review, updated forecasts, and clear next steps so you always know what to focus on to reach your business and personal goals.
Why Choose Us?
Personalized Approach: We understand that every veterinary business is unique. Our services are customizable to meet the specific needs and challenges of your practice.
Expert Guidance: With extensive experience in veterinary finance, we turn complex data into straightforward insights so you can make smart, confident decisions about your practice’s future.
Transparent Communication: We believe in building strong relationships through open dialogue, ensuring you are informed and empowered to make financial decisions.
During your no-obligation discovery call, we’ll explore your goals and identify the support your practice needs. From there, we’ll create a tailored proposal with straightforward, flat monthly fees—no surprise hourly charges. Bonus: your bookkeeping services are tax deductible!
Book a free discovery call!
Book a free call