The tool, set up on your terms
Sage Business Cloud Accounting
Setup and a month end in Sage, including a clean up of the existing file. Rudolf is a Sage Business Cloud Accounting adviser.
Software does not replace a close
Sage will not decide whether a payment was a drawing, a supplier or a private expense. Someone who knows the business still has to. We set the file up so that decision is quick, then we do the close or teach a person in your office to do the capture while we review it.
We keep an eye on tools that actually help a local operator. If a feature is noise, we switch it off. Clients should meet the software on their terms.
A sensible first month
Company details and VAT settings before the first tax invoice. Bank feeds connected and the opening position agreed. Customers and suppliers that you still trade with, not the whole of history. A short list of codes. Then one month closed properly, before anyone talks about dashboards.
What is included
- New file or a clean up of an existing Sage company
- VAT and customer/supplier setup
- Bank feed and reconciliation training
- A written month end sequence
- Review of the first closes until the rhythm holds
Questions on this service
Yes. We review the chart, the VAT control, the bank reconciliation and the opening balances before we add a new month. Sometimes the kindest thing is a fresh file from a clean date. We will show you why before we do it.