Monthly numbers you actually understand — and act on.
Year-end accounts tell you what happened twelve months ago. Management accounts tell you what's happening right now — and what you should do about it. We produce monthly reports tailored to your business, paired with a plain-English commentary that translates the numbers into clear actions for you and your leadership team.
What's included
- Monthly profit & loss statement
- Balance sheet and cashflow statement
- KPI dashboard tailored to your business
- Variance analysis against budget and prior year
- Plain-English commentary highlighting what's changed and why
- 13-week rolling cashflow forecast (Growth+ package)
- Quarterly review meeting with your accountant
- Investor-ready board pack format on request
Who it's for
How we help
Once your books are reconciled each month, we build a custom report pack that gives you a clear picture of trading performance, cashflow position and progress against plan. We benchmark against last month, last year and your budget — then write a short commentary explaining what moved and why. For investor-backed businesses we format the pack to suit your board's reporting needs and join the quarterly meeting to talk through it.
Why clients choose this service
Better decisions, faster
Know which products, services or sites are actually profitable.
Cashflow clarity
13-week rolling forecast keeps you ahead of pinch points.
Investor-ready
Board-quality packs that founders and investors trust.
Plain English
Commentary that translates the numbers into actions.
How it works
- 1
Free discovery call
A 15-minute chat to understand your business, current setup and goals.
- 2
Tailored proposal
We send a clear fixed-fee proposal with exactly what's included — no surprises.
- 3
Smooth onboarding
We handle professional clearance from your previous accountant and set up your software.
- 4
Ongoing support
Email and WhatsApp support, proactive deadline reminders, and an annual planning review.
Pricing
From £450 / month
Depends on complexity, number of revenue streams and whether forecasting is included.
Frequently asked questions
What's the difference between management accounts and annual accounts?+
Annual accounts are a statutory year-end requirement filed with Companies House. Management accounts are internal monthly reports designed to help you run the business — they aren't filed anywhere.
Do I need monthly or quarterly reports?+
We recommend monthly for any business turning over £500k+ or carrying inventory. Quarterly is usually enough for smaller, simpler businesses.
Can you build a budget and forecast for us?+
Yes — included in our Growth package, or available as a one-off project for £900.
Will my investors get a copy?+
Only if you send it. We can format the pack in your investors' preferred template, but distribution is always your call.