Management Accounts
Regular, meaningful reporting on how the business is actually performing, not just what happened at year end.
Best for
Growing businesses
Typical frequency
Monthly / quarterly
Delivered via
Reporting Pack & Review
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
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.
Businesses that want more than an annual snapshot.
If your only view of performance is once-a-year accounts, management accounts close that gap and give you a live read on the business throughout the year.
Growing businesses | Multi-director companies | Businesses with investors
Before you get in touch
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See all nine advisory services in one place, including management accounts.
Cashflow forecasting
Management accounts tell you where you’ve been; forecasting tells you where you’re heading next.
