• Bookkeeping & Payroll (Global & Local SMB)

  • BRO Consulting Services
    • Entity formation

    • Business registration and deregistration

    • Tax registration

    • Economic reporting to government agencies

    • State annual reports

    • Audit defense

    • Tax notices

  • Our Other On-Demand Services
    • 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

  • CFO Services

  • Financial & Planning Strategy

  • Financial Reporting

  • Finance and Accounting
    • 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

  • Human Resources and Payroll Services
    • 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

  • State and Local Tax
    • 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

  • Finance and Accounting
    • 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

  • Human Resources and Payroll Services
    • 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

  • Income Tax Compliance
    • Corporate tax compliance

    • Partnership tax compliance

    • Individual, estate and trust tax compliance

  • BRO Consulting Services
    • Entity formation

    • Business registration and deregistration

    • Tax registration

    • Economic reporting to government agencies

    • State annual reports

    • Audit defense

    • Tax notices

  • Our Other On-Demand Services
    • 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

  • State and Local Tax
    • 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

  • Income Tax Compliance
    • Corporate tax compliance

    • Partnership tax compliance

    • Individual, estate and trust tax compliance

sagent-img

Hagi Schwartz

Insight Partners, Magnolia Capital and WTI

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.

sagent-img

Tamir Pokorny

Growth CFO

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-img

Roy Behorin

formerly Chief Accounting Officer, Zoom Video Communications, Inc

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.

sagent-img

Giora Engel

Co-Founder & CEO, Neosec

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.

sagent-img

Amir Rapson

Founder & CTO, vFunction

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.

sagent-img

Sivan Franko

Director at Flywire

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.