Product and version
Provide the full product name, version, location of the current file and responsible administrator.
Sage bookkeeping services.
Sage describes several accounting products, so we first identify the application, version and access model you use. We then assess monthly transaction records, reconciliation and reporting in that system. Your named bookkeeper reviews the agreed work, while product-specific setup and specialist modules receive their own scope.
Let’s talk about your booksAI-powered. Human-led. Month-end work with an agreed scope.
Start with the right question.
A Sage 50 file, Sage Accounting organization and an enterprise Sage installation do not share one universal workflow. Promising the same access or reporting setup before identifying the product can leave essential records unavailable.
Useful inputs. Clear responsibilities.
Access and backup
Discuss an appropriate access method and protection of existing records before changes.
Included statements
Identify bank and card accounts, opening balances and last reconciled periods.
Specialist modules
Tell us about inventory, job costing, payroll or other modules affecting the ledger.
Assess the actual installation
Confirm that the proposed access, account data and reports are workable for your edition.
Review the agreed month
Prepare supported transaction records and compare the included accounts with statements.
Hand over with clear boundaries
Deliver the agreed reports and exceptions, identifying any separate module or historical work.
Illustrative example · Fictional data
Follow the business event.
Illustrative issue: a previous month’s reconciliation was completed in one company file but new transactions were entered in a different copy. Before changing the opening balance, confirm which file is authoritative, its backup history and the last accepted reports. A software name alone cannot resolve the discrepancy.
Agree specialist work separately
We do not promise support for every Sage edition, server configuration or module. Implementation, upgrades and migrations require separate assessment.
Your proposal identifies the accounts, periods, reports, fees and delivery dependencies. A named human reviewer checks the agreed work. Manual statement uploads are an option; a bank connection is not mandatory.
Questions before
you get started.
Can you use our Sage desktop file?
We assess the product, version, file access and records first. The proposal specifies the workable method and included tasks.
Will you upgrade our Sage software?
An upgrade is not automatically part of monthly bookkeeping. Any technical changes require separate scope and appropriate safeguards.
A clear next step
for your books.
Tell us about your sage records, software and the periods needing support. We’ll assess fit, records, scope and price before confirming work.
Please share a short description only. Keep financial documents, passwords and account numbers out of this enquiry form.