Plans & Pricing
Ready to work with us? We’re confident that we have a plan that’s right for you!
Elite
Ideal for: Established businesses with > $500k in annual revenue
Contact for details
Inclusive of everything in The Momentum, plus:
Up to 400 total transactions/month
7-10 accounts
Budgeting and forecasting
The Momentum
Ideal for: Growing small businesses, contractors
Contact for details
Inclusive of everything in The Essentials, plus:
Up to 250 total transactions/month
4-6 accounts
Monthly performance snapshot
Payroll coordination
Sales tax support
1099 Preparation
Ongoing tax planning alignment
Priority coordination with tax partner
The Essentials
Ideal for: Solo service providers, early-stage businesses
Starting at $499/mo
This plan includes the following services:
Up to 100 transactions/month
2-4 accounts
Monthly reconciliation
Core financial reports (P&L, Balance Sheet)
Quarterly financial check-in
Email Support
Payroll journal report entry
Year-end tax-ready books
Seamless handoff to tax preparation partner
Don’t see a plan that works for you? Need fractional controller services? No problem, contact us today to discuss a solution!
To give you the Sagebridge level of service each month, a one-time cleanup fee will be necessary and will be determined based on our no-obligation consultation call. This setup/cleanup entails:
