Thoughtful bookkeeping for clearer, more confident decisions

Running a business takes heart, creativity, and countless hours behind the scenes. Keeping your books organized should support your business, not become another source of stress.

At Sage & Ledger LLC, I help wellness professionals stay organized and understand their finances through reliable, thoughtful bookkeeping. Whether you're a massage therapist, coach, yoga instructor, or other service-based entrepreneur, my goal is simple: to keep your books accurate and up to date so you can spend more time doing the work you love.

I believe bookkeeping is about more than recording transactions. It's about creating a strong financial foundation that helps you better understand your business, plan for the future, and feel confident in the decisions you make along the way.

A Personal Approach

I'm Cortney, the bookkeeper behind Sage & Ledger LLC.

I started Sage & Ledger because I understand how much goes into running a small business. When you’re wearing every hat, from serving clients and managing operations to marketing, emails, and everything in between, it’s easy for managing the financial side of your business to become one more thing on your never-ending to-do list.

Your bookkeeping should give you useful information about your business, not become another source of stress.

When we work together, you'll have a dependable partner who values organization, clear communication, and attention to detail. I believe in building lasting relationships with my clients and providing consistent support that makes bookkeeping feel approachable, manageable, and even empowering.

Who I Work With

I partner with wellness professionals who care deeply about the work they do and the people they serve—from therapists and coaches to sound healers, estheticians, fitness instructors, nutritionists and other wellness + holistic practitioners.

You take care of your clients. I’ll help take care of your books.

What You Can Expect

When you work with Sage & Ledger, you can expect:

• Accurate, organized books that keep your finances up to date

• Clear communication and dependable support

• Financial information you can understand and use

• More time to focus on serving your clients and the work you love

• Greater clarity and confidence in your financial decisions

My goal is to make the financial side of your business feel clear, approachable and manageable. You’ll have someone in your corner who pays attention to the details, answers your questions and takes the time to understand the ins and outs of your business.

I'm grateful to support wellness professionals + practitioners throughout Arizona and beyond with bookkeeping rooted in organization, thoughtful care and dependable support.

I'd love to learn more about your business and what you need most!

More about me and my background:

I have a B.S. in Economics and Accounting and am an Intuit Certified Bookkeeping Professional. For the past 3.5 years, I’ve had the opportunity to provide bookkeeping support for a local wellness practice in the Phoenix Valley and have seen firsthand how reliable, thoughtful support can make running a small business feel more manageable.

I’m currently continuing my education in accounting data analytics, with a focus on creating practical tools and dashboards that turn QuickBooks data into information that’s easier to use and understand. My main goal is to help wellness professionals better visualize what’s happening in their business and use that information to plan for what’s ahead.

Outside of Sage & Ledger and my work as an accounting administrative assistant, I’m usually spending time with my partner and our dog, getting creative or finding an excuse to get outside. I’m a lifelong learner and love exploring new places and trying new things.