Sage Business Finance Renovation
At Amerind Sage, we tailor our services to the unique needs and size of your business. Whether you're a solo entrepreneur or a growing small business with a full-time team, our program is designed to optimize your financial operations, digital presence, and strategic planning. Our holistic approach ensures that every facet of your business is aligned for sustainable growth and success.
Preservation
🖥️ Program Dashboard
What We Do: Get your team into amerindnation.com to access all tasks, documents, and systems—complete with deadlines and smart automations.
How We Help: This centralized dashboard streamlines your operations, ensuring your business stays organized and on track for growth.
🌐 CRM & Website
What We Do: Guide your client to https://app.pre.world to set up a sleek website, robust CRM automations, social media integrations, contracts, and payments.
How We Help: Establishing a professional digital presence and seamless CRM system boosts client engagement and builds trust.
📄 Digitization
What We Do: Assist in collecting and scanning key organizational and founder documents into Pre accounts—with the option to mail a welcome packet that includes a scanner.
How We Help: Digitizing your documents ensures secure, easily accessible records and streamlines your administrative processes.
✨ Enhancement
What We Do: Review personal and organizational collections using AI insights and provide a comprehensive organizational documents checklist.
How We Help: Enhancing your documentation process uncovers growth opportunities and empowers your team with actionable insights.
Accounting
📊 Reporting
What We Do: Provide comprehensive accounting support to ensure accurate financial tracking.
How We Help: Clear reporting gives you real-time insight into your financial performance, enabling informed strategic decisions.
📚 Bookkeeping
What We Do: Maintain timely and precise bookkeeping to keep your financial records up-to-date.
How We Help: Reliable bookkeeping lays the foundation for fiscal responsibility and long-term financial health.
🧾 Tax Strategy
What We Do: Develop tax planning strategies to optimize your fiscal position and minimize liabilities.
How We Help: A solid tax strategy helps you keep more of your earnings while positioning your business for sustainable growth.
💰 Budget Planning
What We Do: Assist in creating a sustainable budget and forecast future financial trends.
How We Help: Effective budgeting ensures resources are allocated wisely and supports your business's strategic goals.
Digital
🎨 Branding
What We Do: Enhance and refine your brand identity—including your website, domain, and company emails—to reflect the spirit of Amerind Sage.
How We Help: A strong brand identity elevates your business, builds lasting trust, and differentiates you in a competitive market.
💬 Social
What We Do: Develop a dynamic social media strategy that boosts your online presence and integrates campaigns into your CRM.
How We Help: An engaging social media strategy increases visibility and drives meaningful interactions with your audience.
⚙️ Operations
What We Do: Optimize your digital operations and workflows for maximum efficiency.
How We Help: Streamlined operations reduce waste and enhance productivity, allowing you to focus on strategic growth.
📈 Dashboards
What We Do: Create real-time operational dashboards that provide key business insights.
How We Help: Instant access to performance data empowers you to make agile, data-driven decisions.
Capacity
📝 Business Plan
What We Do: Develop a comprehensive business plan that outlines your strategy and growth trajectory.
How We Help: A well-crafted business plan acts as a roadmap for success, aligning your team and attracting investment.
🚀 Product Roadmap
What We Do: Create a clear product roadmap that guides future development and innovation.
How We Help: This service ensures your product development aligns with market demands and your long-term vision.
🤝 Strategic Partners
What We Do: Identify and engage with strategic partners to expand your business capacity.
How We Help: Building the right partnerships opens up new market opportunities and accelerates growth.
🔚 Exit Strategy
What We Do: Plan an exit strategy that maximizes long‑term value for your business.
How We Help: An effective exit strategy secures your legacy and ensures you achieve the best possible outcome when transitioning.
Fundability
👤 Personal Credit
What We Do: Improve the personal credit profile of business owners to unlock better financing opportunities.
How We Help: Strengthening personal credit can enhance your financing options, helping you access capital at more favorable terms.
🏢 Business Credit
What We Do: Enhance your business credit profile to improve fundability and attract investment.
How We Help: A robust business credit score increases your chances of securing loans and growing your company.
📑 Grants & Contracts
What We Do: Identify and secure grants and contracts to support your business growth initiatives.
How We Help: Leveraging external funding sources provides a critical boost to your growth without diluting equity.
💹 Equity Investing
What We Do: Provide expert guidance on equity investing to fuel your expansion plans.
How We Help: Strategic equity investments can inject capital into your business, enabling scalable growth and innovation.
Explore Our Features
Preservation
- Program Dashboard
- CRM & Website
- Digitization
- Enhancement
Accounting
- Reporting
- Bookkeeping
- Tax Strategy
- Budget Planning
Digital
- Branding
- Social
- Operations
- Dashboards
Capacity
- Business Plan
- Product Roadmap
- Strategic Partners
- Exit Strategy
Fundability
- Personal Credit
- Business Credit
- Grants & Contracts
- Equity Investing