The Wise Choice ^TM Team

After serving overseas in the United States Air Force, Rebecca continued servicing members of her community, and nationally. With a financial family background, she proceeded to quickly achieve all professional goals necessary to accomplish the high standards of becoming a third generation accountant.

In early 2010, Rebecca founded Sage Financial Logistics with the primary purpose to offer experienced financial services to business owners in the great state of Texas. Word of her dedication, expertise with common-sense accounting and loyalty spread quickly nationwide; leading the way for other entrepreneurs to provide similar services.

“I’m just trying to save the world one property management company at a time! ^TM”

Efficiency Expert

Three-way Reconciliation

Internal Control Operations

Compliance Assurance

Business Management

Brian is SFL’s AppFolio Client Account Manager. He manages and maintains property income and expenses all the while supporting Property Managers with efficient and respectful support.

Accounting was not his first choice in a professional education, but has learned to enjoy the benefits and skills accounting has brought to his career and personally.

The three main qualities he has developed as an accountant and financial support staff is passion, patience and understanding.

In additional to these qualities, he has grown to enjoy accounting and greatly favor this career path. His experience and dedication has been an extraordinary asset to SFL’s team and clients.

“Choose a job that you love and you will never have to work a day in your life.” -Confucious

Client Liaison / Support

Reconciliation

Accounts Payable

Kim manages SFL’s social media accounts, email management and tracking changes in training procedures.

She takes great pride with managing our client schedules, accounts payable transactions and other supporting roles.

With an extremely friendly demeanor, Kim is always eager to help both our clients and the SFL Team!

Her previous employment at Comcast as a Customer Service Representative for 7 years has provided SFL with a high standard of expertise, communication and grace for managing our ever-changing client climate.

She is a dedicated mother who enjoys the flexibility of working from home while pursing her career.

Calendar / Email Management

Social Media Management

Administrative Tasks

Customer Service

Coreena joined the SFL Team in late 2023. Her ProAdvisor certificate in QBO was vital to provide Sage Financial clients with both AppFolio and QBO accounting services.

She is always excited to take on new roles, tasks and communicating with our clients.

Previous accounting experience includes employment for global companies for the last ten years.

Client Services Liaison

Accounts Payable Management

Tenant Lease Management