Meet the Team

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Rebecca A. Sage

President | Founder

Expertise in Property Management Accounting, Internal Control Operations and Three-Way Reconciliations.

Learn more about Rebecca

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Barbara E. Sage, CPA

Certified Public Accountant

Specializes in Small to Medium Business Tax, Payroll and Entity Formation.

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Russell L. Sage

Director of Operations

Extensive Business Management Background and Individual Tax Preparation.

Learn more about Russ

Our Approach

Sophisticated. Savvy. Insightful. Intuitive.

Whether you're a start-up, a well-established company or ready to retire, we have you covered. With over forty years of combined experience from financial to business management, we can take care of you every step of the way.

Our Story

Heart of family, for a heart of serving others' financial needs nationally in the heart of Texas.

Originally from Portland Oregon, we go to Texas as quickly as we good. Southern hospitality, a family oriented company, with a "get down and dirty" work ethic.

Next Steps...

Give us a shout or schedule online for your free consulation!