☞ Important Dates [JULY 2025]
July 15 — Sales Tax Due
July 15 — Payroll Tax Deposits Due
July 31 — Form 941 (Q2) Due
July 31 — FUTA Tax Payment Due
👩💼 For Our Fellow Accounting Pros
Freedom isn’t just for our clients. It’s for us, too.
If you're an accounting or bookkeeping pro, July marks halftime—and it’s a great time to pause, reassess, and reset.
💻 Streamlining for Freedom
We’ve been hard at work behind the scenes consolidating our tools and workflows into one smart system—Microsoft 365—to reduce overwhelm, cut tech clutter, and give us (and you) more time and money freedom.
A standout win? Our new Office 365 Bookings page, which replaces the calendar chaos with a clean, easy-to-use scheduling tool.
🆕 New at Sage [JULY 2025]
We’ve Moved!
As of July 1, 2025, Sage Growth Advisors is now operating from our new office—and we’re thrilled to welcome you into this next chapter with us.
New Address & Meeting Location: 33 Market Point Drive Greenville, SC 29607 (Inside The Office Center—just check in with the front desk receptionist when you arrive!)
💻 What We’re Loving Lately - Hands Free(dom)
Shhh… this one's still flying under the radar, but it’s officially Sage-approved.
Ever wish you could just talk your thoughts out and have them turn into clean, structured content? Enter Wispr Flow—an AI-powered voice-to-text tool that’s shockingly accurate (and I don’t say that lightly).
I’ve been testing it out, because my brain moves faster than I can type and honestly? I’m impressed. It catches my pace, my tone, even my pauses—and turns it all into polished writing faster than I could ever type it.
Fun Fact from the Files [JULY 2025]
The Embezzlement Case That Hit a Little Too Close to Home
When I launched my firm back in October of 2000, I did so with gratitude and support. The accounting firm I had interned with—and later served as a team member—graciously allowed me to transition some of the clients I had built relationships with. The rest of their small business clients were sold to another bookkeeper in the area.
I went my way. She went hers.
Seven years later, I opened the newspaper and felt my stomach drop.
This Month, With My Right Hand Raised
This month, with my right hand raised, my heart was full.
I had the profound honor of being sworn in as Treasurer for CherishLife.org—a nonprofit with a mission so close to my heart, the moment brought tears to my eyes.
Hey Accounting Professionals — This One’s for You!
We see you.
The profession is shifting fast, and if you’re feeling overwhelmed, under-supported, or just in need of a judgment-free zone to scream into the void—you’re not alone.
New at Sage
New look. New focus. Same fierce commitment to compliance.
We’ve been busy behind the scenes—and it shows.
Fun Fact from the Files
When Family + Fraud = Forensic Accounting 101
The very first forensic case I ever worked? A man walked into my office and said, “I think I’m being embezzled.”
☞ What We’re Loving Lately - Gusto
Payroll That Doesn’t Make You Cry: Gusto
If you’re still DIY-ing payroll or navigating some clunky system from the early 2000s… let us introduce you to Gusto.
Sage Tip of the Month
“Revenue is cute. Margin is commitment.”
It’s easy to brag about your top-line revenue—but if your costs are chasing every dollar like they’re in a high-speed car chase, what’s the point?