Management Accounts
Most business owners have a gut feel for how things are going — but not the numbers to back it up.
With quarterly management accounts, we turn guesswork into clarity. You’ll see how your business is really performing, spot issues early, and make informed decisions with confidence.
Included in our Insight and Growth packages.
What’s Included
- Quarterly reports on business performance, tailored to what matters most, whether that’s margins, overheads, cashflow, or your own drawings.
- Clear, easy-to-read reports with no spreadsheets dumped on you.
- A review meeting each quarter to talk through the numbers and what they mean.
Why You Might Need Them
“I'm unsure how my business is really doing” — this is one of the most common frustrations we hear. And it’s exactly what management accounts are designed to fix.
With regular insights, you can:
- Spot profitability issues before they become serious
- Adjust course if costs creep up or sales drop
- Plan drawings and dividends confidently based on real numbers, not guesswork
- Use your numbers to make smarter decisions, like whether to hire, raise prices, or drop low-margin work
- Plan for tax proactively, based on up-to-date income and profit, so there are no surprises at year-end
For Growth Clients
If you’re on our Growth package, we take things further:
- Budget setting and tracking
- Cashflow modelling
- Scenario planning for new hires, pricing changes, or investments
- Decision-making support when you need a sounding board