Annual Accounts

Statutory accounts prepared and filed for limited companies, partnerships and sole traders. Accurate, on time and easy to understand.

– WHAT’S INCLUDED

More than a spreadsheet of numbers.

A management accounts pack you can actually act on, reviewed with you rather than just emailed over.

01

Profit & loss and balance sheet reporting on a regular cycle

02

Variance analysis against budget or prior period

03

A plain-English summary of what’s changed and why

04

A review conversation, not just a PDF

– HOW IT WORKS

A straightforward process, start to finish.

01

Agree a reporting cycle

Monthly or quarterly, whichever suits the pace of the business.

02

Prepare the pack

Figures are pulled from up-to-date bookkeeping and checked for accuracy.

03

Walk through together

We cover what’s changed, what it means and what to watch.

04

Adjust as needed

Reporting evolves as the business does, not fixed in year one.

– COMMON QUESTIONS

Before you get in touch

  • Most clients choose monthly or quarterly but we’ll agree a cycle that matches how fast decisions need to be made.

  • No, we can set the reporting pack up from scratch using your existing bookkeeping.

  • Yes, every pack comes with a review conversation, not just a document.

– THE ITEMS WHICH MAKE YOU THRIVE
Back to advisory overview

See all nine advisory services in one place, including management accounts.

– RELATED
Cashflow forecasting

Management accounts tell you where you’ve been, forecasting tells you where you’re heading next.

– GET IN TOUCH

Want to talk through management accounts for your business?

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