Clean bookkeeping makes business tax filing faster and more accurate. Here are the reports and details that typically matter most. Key reports • Profit & Loss (full year) • Balance Sheet • General Ledger • Payroll summaries (if applicable) • 1099 contractor totals (if applicable) Other helpful items • Business bank/credit card statements • Asset purchases • Loan statements • Sales tax filings (if applicable) Next step Submit the tax form on our website and we’ll tell you exac

Month-end close is the process that turns daily transactions into reliable financial reports. Here’s what it includes in Sage Business Cloud. Month-end close includes • Reconcile all accounts • Categorize and review transactions • Confirm income/expense accuracy • Review Balance Sheet accounts • Generate and save reports • Flag issues for follow-up Prefer done-for-you? Submit the bookkeeping form and we’ll handle your monthly close and reporting. For ongoing recordkeeping, cl

If your Sage Business Cloud books are messy, cleanup work can restore accurate reporting and help you move forward with confidence. Common issues we fix • Unreconciled bank accounts • Mis-categorized expenses • Duplicate entries • Missing transactions • Reports that don’t match reality What we need Access to your Sage Business Cloud account and your bank/credit card statements for the period that needs cleanup. Next step Submit the bookkeeping form and tell us how many months

If you’re using Sage Business Cloud and want your books handled correctly from day one, done-for-you bookkeeping keeps your reporting clean and your time focused on running the business. What we handle • Initial setup review (accounts, taxes, users) • Monthly reconciliation • Transaction categorization • Month-end close • Profit & Loss + Balance Sheet reporting • Cleanup/catch-up if you’re behind Get started Submit the bookkeeping form on our website and tell us you’re using

Both Sage Business Cloud and QuickBooks can work well—what matters is your workflow, reporting needs, and how you want to collaborate. Sage Business Cloud may be a fit if you want • A Sage-based workflow • Straightforward invoicing + expense tracking • Cloud access for you and your bookkeeper QuickBooks may be a fit if you want • Broad app integrations • Lots of accountant support • Multiple versions (Online or Desktop) Not sure? We support both. Submit the bookkeeping form a

Consistent monthly bookkeeping keeps you tax-ready and helps you understand your cash flow. Here’s a simple checklist we follow. Monthly checklist • Collect receipts and invoices • Reconcile all accounts • Categorize transactions • Review Profit & Loss • Review Balance Sheet • Flag unusual charges • Save reports for your records Prefer done-for-you? Submit the bookkeeping form and we’ll handle this monthly process for you in QuickBooks Online or Desktop.

Choosing between QuickBooks Online and Desktop can impact how you collaborate, how you access your books, and how easily you can scale. QuickBooks Online is best if you want • Access anywhere • Easier collaboration with your bookkeeper • Automatic updates • App integrations QuickBooks Desktop is best if you want • A traditional desktop workflow • Certain industry-specific features • Local file control (depending on your setup) If you’re not sure We can help you choose and man

Behind on bookkeeping or dealing with messy QuickBooks? Cleanup and catch-up work is common—especially for startups and growing businesses. What cleanup usually includes • Reconciliation of bank/credit card accounts • Fixing duplicate or missing transactions • Correcting mis-categorizations • Clearing suspense/uncategorized accounts • Ensuring reports match reality What we need from you Access to your QuickBooks file (Online or Desktop), your bank statements, and a quick over

If you’re a startup founder, bookkeeping is one of the fastest ways to reduce stress and make better decisions. Here’s what done-for-you bookkeeping typically includes and how pricing usually works. What’s included • Monthly bank + credit card reconciliation • Transaction categorization • Profit & Loss + Balance Sheet reporting • Cleanup of uncategorized items • Basic accounts payable/receivable tracking (as needed) • QuickBooks setup support (Online or Desktop) • Month-end c

A simple monthly bookkeeping routine helps you avoid surprises and stay ready for tax time. Monthly routine 1) Upload receipts weekly 2) Reconcile bank/credit card accounts 3) Categorize transactions 4) Review profit & loss 5) Set aside money for taxes 6) Save reports in one folder Need help? Submit the bookkeeping form on our website and we’ll recommend the right level of support.