Management accounting
Year-end accounts are useful for HMRC and Companies House, but they’re not always helpful for day-to-day decisions. Management accounting gives you regular, practical information while the year is still in progress.
Typical questions it answers
- Are we making money each month?
- Where is the profit actually coming from?
- Are costs under control?
- Can we afford to hire or invest?
What’s included
- Monthly or quarterly management accounts
- Key performance indicators relevant to your business
- Budget vs actual analysis
- Short commentary in plain language
How it fits with your existing accounts
Management reports are built from the same underlying records as your statutory accounts, but focused on helping you manage the business rather than satisfy external reporting. The two sets of numbers stay aligned.
Related services include accounting and bookkeeping, tax planning and financial modelling.
Frequency and format
We can start with a simple format sent once a quarter, and move to monthly once you know what information is genuinely useful. Everything is shared in a format you’re comfortable with – PDF, Excel, or both.
Set up reporting