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Davis Sage Consulting

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Tax Preparation Services
Davis Sage ConsultingNew York, NY

Additional Information

Online business designer offering internet marketing solutions, business strategy, and tax preparation services. Helps entrepreneurs start online businesses, implement growth strategies, and create brands with purpose.

IRS Tax ProfessionalFinancial Analyst (FMVA®)Certified Financial AnalystLicensed Tax Preparer

Specializes in

Online business startupGrowth strategiesBrand developmentCustomer loyaltyRevenue stream identificationBusiness execution planning

Services

Online business designInternet marketing solutionsBusiness strategy and planningTax preparationWebsite designCustomer targetingCoachingBranding course

Serving New York

Additional information extracted from the firm's public website. Last updated: September 11, 2026

Contact Information

Phone: (646) 944-8458

Website: www.davissage.com

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Frequently Asked Questions

How much does a bookkeeper cost in New York?

Freelance bookkeepers: $25–$50/hour. Professional bookkeeping firms: $40–$80/hour. Monthly packages for small businesses: $300–$800/month depending on transaction volume. Payroll add-on: $50–$150/month. Year-end prep: $500–$1,500 one-time. Always ask what's included.

What's the difference between a bookkeeper and an accountant?

Bookkeepers handle daily financial records: data entry, reconciliation, invoicing, payroll. Accountants provide higher-level services: tax strategy, financial statements, CRA audits, business advice. Most small businesses need a bookkeeper year-round and an accountant for tax season.

When should I hire a bookkeeper?

Hire a bookkeeper when: you're spending 5+ hours/month on books, you've missed a tax deadline, your records are behind, you're hiring employees (payroll), or your business revenue exceeds $50K. The cost of a bookkeeper is almost always less than the cost of mistakes.

Do bookkeepers need certification?

No certification is legally required, but look for CPB (Certified Professional Bookkeeper) from the Canadian Institute of Bookkeeping, or QuickBooks ProAdvisor / Xero Certified. These demonstrate training and competency. Always ask about their experience with businesses like yours.

Can a bookkeeper do my taxes?

Bookkeepers can prepare and file simple tax returns (T1, T2, HST/GST). For complex tax situations — corporate restructuring, tax planning, CRA audits, international tax — you need a CPA. Many bookkeepers partner with accountants and can coordinate your year-end seamlessly.