Management Accounts
Monthly/quarterly financial statements with real commentary.
Management Accounts— what we do
Numbers without context are useless. Our management accounts come with plain-English commentary, highlighting what changed, why, and what to do about it. We prepare full financial statements — profit & loss, balance sheet, cash flow — and deliver KPI dashboards on a monthly or quarterly basis so you can make informed decisions.
What’s included
- →Preparation of financial statements (monthly, quarterly, and annual)
- →Profit & loss and balance sheet reporting
- →Cash flow statement, forecast, and management
- →KPI dashboard tailored to your business
- →Financial analysis and advisory commentary
- →Budget vs actual variance analysis
- →Business performance reporting
- →Quarterly review call with your accountant
Who is this for?
- →Growing businesses that need financial visibility
- →Companies preparing for funding or investment
- →Business owners who want to understand their numbers
- →Directors reporting to stakeholders or co-founders
What happens next:
We will set up your reporting templates, agree on KPIs, and deliver your first pack within two weeks of onboarding.
Indicative Pricing
From £200/month
Available add-ons
Bookkeeping (monthly)
From £75/month
Final fee confirmed after free consultation
Book Free Consultation →Not sure if this is right for you?
All new clients get a free 30-minute consultation before any commitment. We’ll assess your situation and recommend exactly what you need.
Book Free Call →Frequently asked questions
We offer monthly or quarterly options depending on your needs. Monthly is ideal for businesses with higher transaction volumes or those preparing for investment. Quarterly works well for smaller companies wanting regular financial oversight.
We tailor KPIs to your business. Common ones include gross margin, net profit margin, debtor days, cash runway, revenue per employee, and customer acquisition cost. We agree on the right metrics during onboarding.
Absolutely. Lenders and investors expect to see up-to-date management accounts. We prepare board-ready packs that present your financials clearly and professionally, which strengthens your funding applications.