Sage 100 Small Business Accounting Month-End Close Finance Checklist Announced

This newly released checklist has been created to guide businesses using Sage 100 ERP software through their monthly, quarterly, and yearly closing process. The list is intended to help them maximize productivity and allow businesses to track their financial targets easily using the Sage software.

More information is available at

JCS has assembled this checklist using its expertise regarding the Sage 100 platform. As an official partner of Sage, the consultancy has the inside knowledge to ensure that businesses are using the software suite to its maximum potential while also ensuring that they are completely prepared for closing procedures.

This checklist covers the ways in which Sage 100 can be used to manage inventory and other resources, and how it can be integrated into a business’ systems to track essential factors that will be important during the closing procedures. They encourage businesses using the software to take advantage of the many customization tools available on the platform when preparing for monthly or quarterly closings.

Specifically, the checklist covers how to balance income and account sheets through the Sage 100 platform, and how to access and best use the liability and valuation tools that the platform provides. From there, the guide covers the reconciliation process for monthly, quarterly, and yearly closings.

This checklist joins a wealth of other information regarding Sage 100 and other similar software packages on the Accounting Business Solutions by JCS website. They maintain guides and training material to ensure that businesses are maximizing the potential of all available Sage products and help in the implementation of those products as well.

For those businesses looking to onboard with Sage 50 or Sage 100, JCS provides the integrations, add-ons, and training necessary to do so successfully. They offer fixed assets and intelligence support for all Sage products and provide additional specialized support for businesses supplementing Sage products with Quickbooks.

JCS’s team of accounting experts can be reached at 800.475.1047 to discuss implementations or training sessions, or to provide consultations for their other services. The Sage 100 Close Checklist is available as a no-cost download at the link below.

Find it at

Accounting Business Solutions by JCS
[email protected]
778 W Algonquin

United States

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