CFO Strategy, Accounting & Tax Under One Roof
Blue Sage CFO gives growing companies the financial leadership of a full-time CFO without the full-time cost, backed by the bookkeeping, monthly closes and tax support to make it work.
Financial leadership that scales with your business
Whether your books need a cleanup or you're ready for a CFO's perspective at the leadership table, we build the right level of support and add more as you grow.
Fractional CFO & Strategy
A seat at your leadership table, sized to what your business needs.
- Strategic planning & budgeting
- Cash flow forecasting
- KPIs & performance reporting
- Bank & lender relationships
Monthly Close & Bookkeeping
Clean, current books so every decision starts from numbers you trust.
- Reliable, on-time monthly close
- Reconciled, accurate financials
- Cleanup for books that have fallen behind
- Job costing & WIP reporting
Tax Planning & Preparation
Tax strategy built into your financial plan, not an afterthought.
- Year-round tax planning
- Business & owner return preparation
- Coordination with your tax professional
Senior-led, team-supported
Every engagement is led by a senior advisor, reviewed by our Controller and supported by our bookkeeping and analysis team.
Know the business
We start with your numbers, your goals and how the business actually runs day to day.
Build the plan
A clear strategy, the right KPIs and a cash forecast you can steer by.
Stay at the table
Monthly closes, regular reviews and a partner in every big decision.
The people behind your numbers
Licensed CPA with many years in public and private accounting. Founded Blue Sage CFO in 2019.
Over 40 years of operational and financial leadership in ownership and executive roles.
Over ten years in business management, turning data into real-world operational improvements.
Let's talk about where your business is headed.
Tell us about your business and we'll set up a quick call.