Our Services

FinSage offers a comprehensive range of outsourced financial services designed to optimize operations, ensure compliance, and drive sustainable growth. Our solutions include bookkeeping, financial operations, controller services, and operational support functions managed seamlessly behind the scenes, enabling you to focus on what matters most— “Running your business and driving revenue growth.”

Powered by cutting-edge generative AI tools, we deliver accurate financial insights and reporting while integrating operations with business processes. From building scalable accounting departments to managing grant projects and providing Fractional Controller expertise, FinSage helps businesses enhance financial performance and achieve long-term success.

Explore Our Services Below


Bookkeeping & Accounting

At FinSage, we offer a full suite of accounting services tailored to meet the unique needs of each client.

  • Comprehensive services such as Chart of Accounts setup, data entry, accounts payable/receivable, bank and credit card reconciliation, payroll reconciliation, and month-end close.

  • Streamlined management of purchasing processes.

  • Ensuring your financial records are always audit-ready with expert guidance.

  • Efficient handling of 1099 filings and accurate sales tax reporting.

We provide reliable, customized solutions that streamline your financial operations and keep your business on track.


FinSage offers comprehensive finance management and reporting services designed to provide clear insights into your business’s financial health.

Financial Management

With advanced analytics and customized reports, we transform raw data into actionable insights, empowering leaders to monitor cash flow, identify growth opportunities, and respond to market changes. Predictive analytics further supports long-term growth by forecasting financial outcomes, helping businesses adjust strategies and mitigate risks.

  • Profit & Loss, Balance Sheet, Cash Flow, and Trending PL.

  • P&L by job and Sales Pipeline Management.

  • Real-time financial data access and predictive analytics to enable proactive decision-making.

Effective workforce (resource) management is essential for maximizing a business's efficiency, productivity, and profitability. It involves strategically planning, allocating, and monitoring resources—such as personnel, equipment, and financial capital—to ensure optimal utilization. FinSage offers streamlined staff and resource management solutions.

Workforce Management & Payroll Processing


Our services ensure smooth operations, accurate payroll management, and effective resource utilization, allowing you to focus on business growth.

  • Streamlining resource allocation to optimize performance.

  • Accurate tracking of employee hours for smooth payroll processing.

  • Timely and precise payroll handling, including payroll tax filing.

  • Comprehensive analysis to track financial performance and ensure alignment with budget goals.

Grant Management and Submissions (SBIR)


FinSage offers comprehensive grant management services to ensure smooth administration of sponsored projects.

These services ensure that all aspects of grant management are handled efficiently and in full compliance with legal, financial, and sponsor guidelines.

  • Includes proposal submission, budget management, indirect and fringe rate proposal submission and calculations, and adherence to DCAA, FAR, and other regulatory standards.

  • Manages financial tracking, invoicing, audits, budget adherence, and ensures timely progress reporting and award negotiation.

  • Comprehensive support from grant submission to closeout, including compliance, tracking, reporting, and finalizing financial and programmatic obligations.


FinSage’s Fractional Controller provides senior-level, part-time financial leadership, offering businesses strategic oversight without the cost of a full-time hire.

Fractional Controller

With FinSage’s Fractional Controller services, businesses gain access to financial expertise delivering high-quality oversight and strategic direction without the cost of a full-time hire—empowering you to focus on growth while we handle your financial complexities.

  • Covers financial reporting, cash flow management, budgeting, forecasting, and actionable insights to enhance profitability and ensure liquidity.

  • Focuses on internal controls, fraud prevention, audit management, and adherence to accounting standards to maintain integrity and streamline operations.

  • Provides team leadership, growth strategies, and financial oversight to enhance profitability and support business scaling and long-term success.