My name is Samantha and I am the mastermind behind Sage Mountain Accounting.
After working for a few years in compliance and tax work, I decided to shift gears and support clients in a more proactive and individualized way. I have seen the financial and strategic benefits for clients who approach their financial operations mindful of how day to day decisions can impact them come tax time. My mission is to help my clients reach their financial goals and objectives, though a partnership on their financial strategy and execution of their bookkeeping. I also like to provide financial training and coaching that can help my clients be better able to reach their lifetime goals and objectives. Take a look at my services page to learn more!
Bookkeeping is an important part of any business. As a business owner, you need to keep track of your income and expenses. Normally, this can be annoying or time consuming – so that’s where I come in.
Financial Coaching is another service I offer. It is independent of bookkeeping, so you don’t have to do one to do the other – and you don’t have to be a realtor to take advantage of this service! My coaching services are typically done in person, but can be via video call or phone if necessary
I am well-rounded in your industry, and I am aware of every aspect of it. From the brokerage, to the field, to your own 1099 business books, to payroll and taxes – I’ve seen it all. That’s why I’m the perfect partner. I get you. Let me do what I do best, so you can be freed up to do what you do best