Sales and purchases
Organise customer and supplier activity with a consistent process for invoices, bills and supporting records.
Software we support
Sage accounting software support
Review, configure and use Sage with accountant-led support for bookkeeping, VAT, reporting and a controlled move from existing records.
Sage may suit businesses that need
- An established accounting environment
- Structured bookkeeping and reporting
- Support for an existing Sage workflow
The essentials
Established accounting tools with a practical setup
Sage provides accounting tools for invoicing, purchasing, banking, VAT and financial reporting. Different Sage products suit different levels of complexity, so it is important to identify the product and workflow that match your team, transaction volumes and reporting requirements.
Makesworth helps businesses focus on the accounting process behind the software. We can review an existing setup or help plan a new one, with clear responsibilities for routine entry, reconciliation, review and reporting.
Useful capabilities
What Sage can help you manage
Available capabilities vary by Sage product and subscription, so the final setup should reflect your chosen version.
Bank reconciliation
Record and review bank activity so that the accounting system agrees with real-world transactions.
VAT processes
Maintain digital records and prepare information for VAT submissions using an appropriate review process.
Financial reporting
Produce reports that support periodic review, year-end work and better-informed business decisions.
Accountant-led support
How Makesworth supports Sage
We can work with businesses already using Sage as well as those considering a new Sage cloud accounting setup.
Product and process review
We identify the Sage product in use, the current workflow and the reporting or control issues to address.
Configuration support
We help organise accounting categories, opening figures, bank processes and user responsibilities.
Migration assistance
Where a move is required, we plan the data and checks needed for a controlled transition.
Ongoing accounting work
We can support bookkeeping, VAT, accounts and reporting using appropriately maintained Sage records.
A practical process
A clear route from review to everyday use
Review
We discuss your current records, reporting needs, team responsibilities and the problems you want the software to solve.
Plan
We agree a proportionate setup or migration plan, including responsibilities, timing and the information required.
Configure
We help configure the essential workflow, opening information and relevant connections before routine use begins.
Support
We help your team build reliable habits and provide ongoing accounting guidance as the business changes.
Related accounting services
Build a connected workflow
Other software we support
Explore other accounting platforms and connected tools that may fit your wider finance process.
Common questions
Sage software FAQs
Answers about choosing, setting up and using Sage with Makesworth.
Which Sage product should my business use?
That depends on your business size, processes, reporting needs and existing systems. We can review the requirements before you commit to a setup.
Can Makesworth support an existing Sage account?
Yes. We can review the current records and workflow, then help improve bookkeeping, reconciliation and reporting processes.
Can you help move accounting data into Sage?
Yes. We can agree the scope, prepare opening information and help check the new accounting position before routine work continues.
Can Sage support VAT records?
Sage products provide VAT and digital record-keeping capabilities. The exact workflow depends on the product and the requirements applying to your business.
Do you provide Sage bookkeeping support?
Yes. We can support routine bookkeeping and review processes where Sage is an appropriate platform for the business.
Can you help improve Sage reporting?
We can review the accounting structure and reporting needs, then recommend practical changes to the records and review process.
Discuss your software setup
Get more from Sage with practical accounting support
Book a free consultation to discuss your current records, software options and the support your team needs.
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