Sargent CPAS

WHAT WE DO

 

For individuals and freelancers

Most people just want to get their taxes done and sleep well at night, and so do we. We work with freelancers and self-employed individuals (and the occasional W-2 employee) to help them navigate their tax and financial life, from “Am I an LLC or an S-corp” to “Zero comes to the office, can I deduct his dog food?” (spoiler: you can’t) We’ve got you covered at tax time, and every time in between.

 

For growing businesses

If you’re 100K-500K in revenue (or a pre-revenue startup with over 1MM in funding) and looking to tighten up your business finances, we’ve got you covered. From monthly, quarterly or annual accounting services, business tax returns, and advisement on how to get to that next level, we’ve seen many clients grow their businesses, and our experience is at your disposal.

 

For mature businesses

For companies with over 500K in revenue or over 1MM in annual operating budget, we can streamline your entire accounting department, from invoicing  and AP management, to cash flow forecasting and budget reconciliations. We serve as an entire outsourced accounting department and will report weekly on cash AR and AP, and monthly on financial operations with interim KPI tracking. We can also work with your existing accounting department to build better processes and structures.

 
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WHAT WE DON’T DO

 

Surprise bills

We don’t send random bills for services you didn’t know you were incurring. Consultations are always free, and if we’re going to start a billable project, we’ll discuss the fees up front.

 

Casual relationships

We’re at the point in our lives where we’re looking to get to know you, settle down and do some tax planning, maybe talk about retirement, so if you’re looking the cheapest way to get this year’s forms filled out, keep swiping. We’re all about the long term.

 

Long term contracts

We want to work with you for the long term, but only as long as that’s what you want too. If at any time the relationship doesn’t work for you (or if it doesn’t work for us) let’s have a conversation and see if it’s worth fixing. If not, no hard feelings, that’s business.

 
 

WANT TO KNOW MORE?

One more thing we don’t do is we don’t work with people we don’t know. We’ve found that our current clients refer the best new relationships, so take a look on social and see who we both know before reaching out.  If you’re still interested, fill out the intake form below and we’ll set up a time to chat.  


 
 
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