Project Accounting Services

At Sagamore Advisory, our Project Accounting services are designed to provide clarity, control, and confidence throughout every phase of your project lifecycle. Whether you’ve fallen behind on your accounting or need your QuickBooks® set up for the first time, we deliver the service that your company needs. Our team combines deep accounting expertise with a strategic mindset to help you stay on budget, meet deadlines, and make informed decisions—ensuring your projects are not only completed successfully, but also deliver measurable value. Below are two of our most popular accounting projects.

Clean-Up or Catch-Up Accounting
For many new businesses, staying on top of bookkeeping can be overwhelming and often takes a back seat to more immediate priorities. However, maintaining accurate and up-to-date financial records is essential for long-term success. At Sagamore Advisory, we specialize in helping small businesses get their books in order—whether that means cleaning up historical records or catching up on months of backlogged transactions. Our streamlined approach saves you time and ensures your financial foundation is strong and reliable.

QuickBooks® Setup and Support
QuickBooks® is a powerful tool for managing day-to-day bookkeeping, and when set up properly, it can significantly improve efficiency and accuracy. At Sagamore Advisory, we are QuickBooks ProAdvisors and QuickBooks Bookkeeper Certified, bringing recognized expertise to every engagement. We offer comprehensive QuickBooks services, including initial company file setup, staff training, and ongoing support. We tailor the software to your needs by configuring preferences, user-defined fields, reminders, and memorized transactions. Our expertise extends to importing and exporting data between platforms—enhancing integration, minimizing manual entry, and maximizing the value of your financial data.