Sage & Koa
Sound Financial Guidance Meets Thoughtful Creativity
About Sage & Koa
Sage & Koa was born from a simple idea: build something that could belong to a family, not just to a job title. Founded by Keith, a seasoned accounting and finance professional with years of corporate experience, Sage & Koa combines expert financial guidance with thoughtful, well-made creative products. The name honors Keith’s son, Koa, woven into every decision and service the company offers.
We believe that sound financial guidance and creative expression aren’t mutually exclusive. Whether you’re a small business owner seeking clear bookkeeping and financial consulting, or someone looking for beautifully designed financial templates and creative products, Sage & Koa is here to support you. We handle the behind-the-scenes numbers work so you can focus on what you do best, all while proving that accountants can be creative too.
Our Services & Products
Financial Advisory & Bookkeeping
Expert accounting and bookkeeping services for small businesses and individuals. We help you close your books, untangle complex financial systems, and gain clear insights into your financial health so you can focus on growing your business.
Financial Templates & Digital Goods
Print-ready financial templates, budgeting tools, and other digital products designed to be simple, useful, and joyful. Our thoughtfully crafted resources help you organize and understand your finances with ease.
Financial Consulting
Personalized financial consulting services tailored to your unique needs. From strategic planning to financial decision-making, we provide the guidance and clarity you need to make confident choices about your money.