Why Evergreen & Sage?
We Bring Order to Chaos
Managing unorganized receipts and unclear expenses is exhausting. We step in to clean up the clutter, giving you a clear, streamlined view of your financials.
We Learn Your Business
The best bookkeeping starts with understanding how your business operates. Before we recommend reports or processes, we learn what drives your business and what success looks like to you.
We Explain the Why
You shouldn't need an accounting degree to understand your financial reports. We translate your numbers into practical insights you can use.
We Build for the Long Term
As your business evolves, your bookkeeping should evolve with it. We design systems that are meant to grow, not be replaced.
The Evergreen Difference
for Businesses Built to Last
We believe bookkeeping is more than a monthly task, it's the foundation of a resilient business.
By combining clean books, scalable systems, and meaningful financial insight, we help owners build companies that are prepared not just for tax season, but for the opportunities and challenges that come with lasting growth.
Our Approach
1 - Build the Foundation
We organize your books, establish reliable processes, and ensure your financial records are accurate, current, and compliant.
2 - Create Clarity
Once the foundation is in place, we develop reporting and financial visibility that helps you understand how your business is performing.
3 - Support What's Next
As your business grows, your bookkeeping and financial systems evolve with it—providing the structure and insight needed to make bigger decisions with confidence.
bookkeeping Packages
service That Supports Every Stage of Growth
DIY+ Package
The DIY+ Package is designed for early‑stage founders or solopreneurs who handle most of their own bookkeeping but want a professional review each month. If you have light transaction volume or someone helping with data entry or automation, I step in to check accuracy, make adjustments, and deliver clean month‑end financial reports. You also get ongoing access to me for questions and guidance.
Essential Package
The Essential Package is designed for business owners who need reliable financial records without the cost of hiring an in-house bookkeeper. We maintain your books, reconcile your accounts, and deliver monthly financial statements that give you confidence in the numbers behind your business.
Standard Package
The Standard Package builds on a strong bookkeeping foundation by adding payroll, job costing, AP/AR management, and enhanced reporting. It's designed for growing companies that need more structure as transaction volume and employee count increase.
Advanced Package
The Advanced Package provides an outsourced back-office solution for established businesses. In addition to comprehensive bookkeeping, clients receive operational support, financial reporting, KPI dashboards, budgeting assistance, and recurring advisory meetings that help leadership make informed decisions.
Let's GROW Together
Secure your growth with personalized guidance.