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