Software
Can existing Sage records be organised without changing software?
Often, yes. The current setup, access and record condition should be reviewed before deciding whether better routines are enough or a change is justified.
Ask Larissa about thisWhat useful support looks like
A clear result, not an open-ended promise.
- ✓A Sage setup and access review
- ✓Agreed reconciliations
- ✓A consistent query process
- ✓A documented monthly routine
Before you ask for a quote
Use this practical checklist.
- 01
Identify the Sage product and company
- 02
Confirm user access
- 03
List bank and card accounts
- 04
Review VAT, payroll and reporting links
Example
What this can look like in practice.
A small company wants to keep its established Sage setup. Access, account coverage and monthly responsibilities are clarified without forcing a software migration.
This is an illustrative example, not a promise of a particular result or turnaround time.
Compare the process
From uncertainty to a defined bookkeeping routine.
| Area | Before support | With an agreed EBA scope |
|---|---|---|
| Records | The team knows Sage but reconciliations, coding or handovers are inconsistent | A Sage setup and access review |
| Questions | Unclear items stay unresolved until a deadline is close | Questions are grouped, prioritised and resolved to an agreed timetable |
| Next step | No clear owner, cut-off date or completion point | A written scope sets responsibilities, timing and the next action |
Frequently asked questions
Clear answers before you commit.
What can sage bookkeeping include?
A typical scope can include A Sage setup and access review, Agreed reconciliations, A consistent query process. The final proposal confirms exactly what is included before work starts.
Will you insist on moving us from Sage?
No. A change should solve a real workflow or reporting problem. The existing setup is reviewed before any recommendation.
How much will the work cost?
The fee is confirmed after the record condition, transaction volume, software, accounts and deadlines are reviewed. You receive a written fixed scope rather than an unsupported headline price.
Can Larissa work with my accountant?
Yes. With your permission, Larissa can organise records for your accountant and agree a clear handover. Tax advice, filing and bookkeeping responsibilities are separated in writing.
Official information
Check the current HMRC guidance.
Tax rules and deadlines can change. These official sources were checked when this page was reviewed on 30 July 2026.