YOUR FINANCIAL HANDYMAN
Smarter systems. Better profits. A Hands-on business optimization tailored to your company.
What is sage mountain inc.?
I’m Colten Millett, founder and operator of Sage Mountain Inc.
I identify bottlenecks and design smarter workflows that increase profits.
Every call, deliverable, and recommendation comes directly from me.
After six years leading operations for a fast-growing wealth-management firm, I helped grow annual revenue by 67% and EBOC by 96%.
Now, I help other business owners create the same kind of sustainable, efficient growth.
WITH COLTEN AS YOUR FINANCIAL HANDYMAN, YOUR FIRM WILL BE ABLE TO:
- Maintain discipline while driving growth
- Establish workflows with process design, automation, and dashboards
- Ensure compliance and operational reliability to safeguard the business at every level
- Build scalable infrastructure for today’s needs and tomorrow’s expansion
- Protect the integrity of the business you’ve built by keeping the machine running smoothly, so your time stays focused on what matters most
Services
Colten provides the backbone that supports operations and technology—tying financial, technical, and operational needs into systems that scale.
Financial Systems
- Keeps budgets and reporting accurate and healthy
- Manages bookkeeping, payroll, payables, and taxes with compliance
- Tracks expenses and provides leadership with clear, actionable insight
Process Design
- Builds dashboards, processes, and automation that cut inefficiencies
- Creates scalable systems to support growth without sacrificing quality
- Coordinates cross-department work to align with the firm’s unique selling proposition (USP)
Technology
- Ensures platforms and systems are secure, optimized, and integrated
- Automates manual tasks to boost accuracy and save time
- Tests and implements new tools to improve productivity and client service
Team Support
- Administers benefits and supports HR to boost retention
- Manages payroll and compensation to remain fair, compliant, and goal-aligned
Strategic Direction
- Aligns operations with leadership’s vision and objectives
- Provides accountability for growth and service benchmarks
- Safeguards financial and operational stability while supporting advisors
Sage Mountain 