Service

Sage Bookkeeping

Books kept, reconciled and closed monthly inside Sage.

  • One dedicated bookkeeper on your account
  • Flat monthly rate, quoted before we start
  • CPA-ready records at year end
Sound familiar?

The work that never makes it to the top of the list

Every owner we speak to knows the books matter. They also have a business to run, and the admin loses that fight most weeks. The cost is not the admin itself — it is making decisions on numbers you do not fully trust.

  • You are not sure what last month actually made
  • Reconciliations are weeks or months behind
  • Tax season means reconstructing the year from bank statements
  • You are paying for software you never fully set up
In detail

What sage bookkeeping actually covers

The specifics, rather than a bullet list you have to interpret.

A named person, not a queue

You are assigned one bookkeeper who owns your account. They learn your vendors, your customers and the handful of quirks every business has. You never re-explain the business to a new face, and you always know exactly who to call.

Work that happens on a schedule

We do not wait for year end. Transactions are categorized as they land, accounts are reconciled monthly, and anything that looks wrong gets raised while it is still cheap to fix rather than eleven months later.

Reports written for owners

Your monthly pack is a profit and loss, a balance sheet and a plain-English note on what changed and why. No jargon, no forty-page PDF you will never open.

Ready for whoever needs it

Books are kept to a standard your CPA, your bank or an investor can pick up without a cleanup project first. When someone asks for documentation, it already exists.

Bookkeeping for Businesses Running Sage

Plenty of firms only work in QuickBooks and treat Sage as somebody else's problem. We do the same monthly work in Sage — transactions coded, accounts reconciled, books closed on a schedule you can plan around.

If you already run Sage, there is no migration to sit through and no argument about switching. We work in the system you have.

What the Monthly Work Covers

  1. Transaction coding: Every line categorized against a chart of accounts that reflects how the business actually earns and spends
  2. Bank and card reconciliation: Each account matched to the statement, monthly, with differences investigated rather than absorbed
  3. Supplier and customer ledgers: Aged payables and receivables kept current, so what you are owed and what you owe are figures you can act on
  4. VAT and sales tax records: Kept in the state your accountant needs them, on whatever basis you report
  5. Monthly close: Balances checked to source documents, control accounts cleared, statements confirmed to tie
  6. Reports you will read: A profit and loss, a balance sheet, and a short written note on what moved and why

Also Available

Cleanup of an existing Sage file that has drifted, catch-up work if you are months behind, and a second pair of eyes when the numbers stop matching the bank.

We are an independent bookkeeping firm. Sage is a registered trademark of The Sage Group plc, and we are not affiliated with them.

What you receive

Exactly what lands in your inbox

No ambiguity about what you are paying for. These are the artifacts, and when each one arrives.

  • Profit & loss statementMonthly
  • Balance sheetMonthly
  • Reconciliation report for every accountMonthly
  • Plain-English summary of what changedMonthly
  • CPA-ready year-end packageAnnually
  • Direct access to your bookkeeperAlways on
How it runs

What happens after you get in touch

Only the first step needs anything from you.

1

A short call

Twenty minutes on where your books stand, how many accounts are involved and what you actually need. You leave with a flat rate, whether or not you hire us.

2

We get set up

Read-only access to your bank, card and accounting file. We configure or clean up the chart of accounts and agree what your monthly pack should contain.

3

You get your month back

From there it runs. Books close by the 10th, reports land in your inbox, and your bookkeeper is a phone call away when something comes up.

This is a good fit if

  • You are a US business with between 20 and 1,000 transactions a month
  • You want the same person every month rather than a rotating team
  • You would rather pay a flat rate than watch an hourly meter
  • You want records your CPA can use without a cleanup first

We are probably not right if

  • You need an audit or attest opinion — we are not a CPA firm
  • You want someone on site in your office every week
  • You are looking for the cheapest possible option over accuracy

If that is you, say so on the call. We would rather point you somewhere better than take on work we are not the right firm for.

Weighing it up

Feather, doing it yourself, or hiring in-house

The honest trade-offs. Plenty of businesses are better off with one of the other two.

 With FeatherDoing it yourselfHiring in-house
Who does the workA named bookkeeper who knows your accountYou, at 11pmAn employee you recruit, train and cover
What it costsA flat monthly rate agreed up frontSoftware fees plus your own timeSalary, payroll taxes, benefits, software
When books closeBy the 10th, every monthWhen you get to itDepends on the hire
Cover when someone is awayA second reviewer already knows the accountNothing gets doneWork stops or you scramble
At tax timeA CPA-ready package, already preparedReconstructing the year from statementsVaries with experience
A dedicated bookkeeper reviewing a client's monthly financials
Always the same person

You get a dedicated bookkeeper, not a call center

Whichever service you pick, the same bookkeeper handles your account every month — someone who understands how your business actually runs and can spot the things a rotating team never would.

  • The same person every month — no rotating queue, no re-explaining your business
  • Direct email and phone access, not a shared ticket inbox
  • They learn your vendors, your seasonality and what "normal" looks like for you
FAQ

Questions about this service

Anything we have not covered, ask on the call — it is free and there is no follow-up sequence.

Most clients go from the first call to their first closed month in about six days. If there is a backlog to clear first, we scope that separately so it never blocks the monthly work starting.

Free consultation

Ready to take this off your plate?

Tell us where things stand and we'll show you exactly what sage bookkeeping would look like for your business — with a flat rate and a start date in 20 minutes.

View pricing plans