Management accounts that answer the questions you actually have.
Monthly or quarterly reporting with the numbers, trends and commentary you need to make decisions between year ends.
What this service covers.
Year-end accounts look backwards. Management accounts give you a current view of margin, cash and overheads while there is still time to act.
We prepare the pack from your bookkeeping, compare it with budget or prior periods and explain the movements in plain English.
The work we handle for you.
Every engagement is quoted on a fixed scope, so you know exactly what is covered before we begin.
- Monthly or quarterly profit and loss
- Balance sheet and cash-flow summary
- Budget or prior-period comparison
- Margin and overhead commentary
- Action points for the next period
Often arranged alongside this.
Management accounts questions
How is this different from annual accounts?
Management accounts are for internal decisions and can be prepared monthly; annual accounts are statutory and follow a fixed format.
Do I need a budget?
A budget makes comparison more useful, but we can start with prior-period trends and add a budget later.
Can you present to investors?
We can prepare an investor-ready pack and join a call to explain the figures.