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

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