Comprehensive bookkeeping solutions for all your business needs
The Sage Bookkeeping Solutions team is a dependable solution to solve your accounting and finance problems. We offer a level of reliability, consistency, and expertise typically reserved for larger companies. With our fractional share of a full accounting department, you can enjoy the benefits of expertise without the headaches.
Streamline your accounting process
with our easy four-step approach
During the Discovery Call, we assess your QuickBooks file and understand your bookkeeping needs. We ensure that your income, bill payments, local tax filings, expense categories and payroll records are accurate. We’ll also identify opportunities to simplify and improve your financial processes. After completing the Discovery call, we’ll report back to you with findings and estimates for the next three phases.
Catch-up / clean-up
If there are any catch up or clean up work needed, we’ll review the work needed and get your approval before we complete the work on an hourly basis. It’s critical to fix the historical errors and get the historical reconciliations completed in order to have a clean start!
System Setup & Process Improvement
We’ll analyze the systems you have in place and identify areas needing improvement. With a focus on optimizing efficiencies, we can also suggest 3rd party applications that integrate with your systems. Our team will develop a process workflow that addresses your specific business needs and help implement them as part of your business operations.
Monthly Bookkeeping Management
We’ll develop a scope of work that is tailored to your business needs which clearly outlines the roles and responsibilities of our engagement. We believe that the best partnerships come from collaboration, which is why all of our clients are assigned a team to handle your ongoing bookkeeping needs.
Great option for a startup or a smaller business who need basic bookkeeping.
For a business that is on the rise. You’re growing fast, but you can’t do it all. Rest assured we be your remote back office so you can focus on your company.
For the mature business who is taking things to the next level. You don’t want to have to worry about this “accounting stuff” and you just want it done, so you can have the information you need at all times, to run your business properly. Here we will work with you to streamline systems, and develop your eco-system with the right online apps and infrastructure. We are truly your back office partner so you really can go on vacation.