Sagent provides a full range of business advisory services to leading global, national and local companies, as well as public institutions of all sizes. These services include accounting and tax consulting, human resource management, financial advisory services, merger and acquisition support, business recovery, project finance consulting and business process outsourcing.
We offer a full range of services that spans accounting, consulting, tax and wealth management.
Sagent’s team of experts will take care of all your financial and operational functions, which allows you to concentrate on growing your business.
Journal entry assistance
Bill payments
Fixed asset reporting and depreciation
Payroll and expense reporting
Monthly and year-end closings
Accounts receivable management
Financial planning and analysis (FP&A) / Budgeting and forecasting
Investor reporting
Process payroll based on your
company’s pay frequency period
Administer employee health
benefits for your company
Monitor employee PTO
(paid time off) accrual
Establish and manage
company retirement plan
Coordinate with payroll providers for the
filing of statutory payroll tax reports
Journal entry assistance
Bill payments
Fixed asset reporting and depreciation
Payroll and expense reporting
Monthly and year-end closings
Accounts receivable management
Financial planning and analysis (FP&A) / Budgeting and forecasting
Investor reporting
Process payroll based on your
company’s pay frequency period
Administer employee health
benefits for your company
Monitor employee PTO
(paid time off) accrual
Establish and manage
company retirement plan
Coordinate with payroll providers for the
filing of statutory payroll tax reports
Corporate tax compliance
Partnership tax compliance
Individual, estate and trust tax compliance
State nexus and tax filing requirements
Compliance with economic tax filing requirements
(e.g., Ohio and Oregon Commercial Activity Tax,
Nevada Commerce Tax, Washington Business and Occupation Tax, San Francisco Gross Receipts and Payroll Expense Tax)
State and local tax registrations
File sales and economic tax returns
Corporate tax compliance
Partnership tax compliance
Individual, estate and trust tax compliance
State nexus and tax filing requirements
Compliance with economic tax filing requirements
(e.g., Ohio and Oregon Commercial Activity Tax,
Nevada Commerce Tax, Washington Business and Occupation Tax, San Francisco Gross Receipts and Payroll Expense Tax)
State and local tax registrations
File sales and economic tax returns
Entity formation
Business registration and deregistration
Tax registration
Economic reporting to government agencies
State annual reports
Audit defense
Tax notices
Business practices
Equity management
Delaware Franchise Tax reports
Forms 1099/3921/3922
Property tax
Financial advisory and corporate finance
International structuring and transfer pricing
Insurance policies
Entity formation
Business registration and deregistration
Tax registration
Economic reporting to government agencies
State annual reports
Audit defense
Tax notices
Business practices
Equity management
Delaware Franchise Tax reports
Forms 1099/3921/3922
Property tax
Financial advisory and corporate finance
International structuring and transfer pricing
Insurance policies
Manage financial records
Maintain all balance sheet accounts
Invoice customers
Receive & track
vendor payments
Reconcile bank accounts &
credit cards
Establish
payroll systems
Manage payroll
Submit monthly reports and
payments to tax authorities
Support employee general policies & procedures
Oversee social benefits, income tax &
social security payments
Profit and loss, balance sheet and
cash flow reports
Investor reporting
Prepare variance reports
Generate financial statements & related
reports for audit processes
Office of the Chief Scientist (OCS) Reports
Financial operations oversight
CFO partner for all financial
and business support needs
Budget preparation
Cash flow management
Board meeting dashboard preparation
Business plan modeling
Growth objective development and analysis
Financial and business strategy development
Fundraising objectives and initiatives
The team at Sagent is consistently spot on with its technical knowledge, subject matter expertise and strategic advice. What’s more, they wrap this up with premium and personalized client service and always go the extra mile.
I’ve relied on Sagent for expert guidance and execution on accounting, finance and tax matters, both domestically and internationally throughout my career. This allows me to keep my overhead lean and focus my team’s efforts on strategic initiatives for success.
Sagent has earned my trust by providing premium, hand-tailored services that let us focus on growing our business. Leo and his team are an invaluable partner that is integral to our success.
The Sagent teams, with locations in the U.S. and Israel, were instrumental throughout our business. Their guidance and partnership were invaluable to us. They were quick to respond, met all deadlines and helped get us past the finish line.
By providing us a professional, personalized, and low overhead service, Sagent allows me to focus my time on running and growing the company, leaving accounting and financing matters off my mind as much as possible.
I have been working with Sagent for just over 4 years and can’t say enough about their professional skills and high ability to cope with anything and everything. As our company changed and grew (acquisition/IPO) our partners at Sagent grew with us and constantly stayed on top of what we needed to deliver the best value for our employees and customers. Being true partners in stressful, but significant times, is what we were looking for and everyone at Sagent is consistently willing to go above and beyond.
United States
Israel
Company Number: OC 111-111
Registered Address: 691 S. Milpitas Blvd.
Suite 212 Milpitas, CA 95035
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