Management Accounts and Budgeting
Turn your bookkeeping into regular reports, budgets and forecasts that help you track performance and plan the next steps.
From £35/month
Quarterly reporting with clean records and standard scope, billed monthly.
What the work can cover
- Prepare monthly or quarterly management accounts
- Build and monitor agreed budgets and cash-flow forecasts
- Compare actual results with budget and prior periods
- Report agreed measures by project, location or department where records allow
What we may need from you
- Up-to-date bookkeeping records
- The reporting period and questions you want the reports to answer
- Budgets, targets and relevant non-financial information
- Context for significant changes or one-off items
Common questions
Who is this for?
Businesses with up-to-date bookkeeping that want regular figures to manage performance, cash and plans, rather than waiting for the year-end accounts.
How often will I get reports?
Monthly or quarterly, as you choose. Each pack sets out the agreed figures, explains significant movements and lists follow-up actions, and we can go through it with you on a call.
Can the reports include forecasts and dashboards?
Yes. Packs can include a rolling cash-flow forecast updated each period and comparisons with budget and prior periods. Where your accounting software allows, we can also set up live dashboards connected to it.
What do I need to provide?
Up-to-date bookkeeping, the questions you want the reports to answer, budgets or targets, and context for one-off items. If the bookkeeping needs work first, we say so before agreeing the fee. Use the price calculator for an indicative range.
Reporting and cash-flow software
See all software capabilitiesWe’ll confirm which of these platforms fits your setup and the service we agree.
