Management Accounts Guidance & Support

What this service covers

Management accounts are only useful if they are accurate, consistent, and set up around how you make decisions. This service gives you structured support to keep your reporting dependable and easy to act on.

You can expect help with:

• Setting a reporting timetable (monthly or quarterly) and agreed deadlines
• Tidying and closing each period so reports are based on complete data
• Profit and loss, balance sheet and key reconciliations
• Cashflow visibility and short-term forecasting inputs
• KPI tracking that matches your business model (for example utilisation, gross margin, job profitability)
• Budget vs actual reporting (where a budget is in place)
• Support with accruals, prepayments and correct categorisation
• Practical commentary so you understand what changed and why
• Actions and priorities for the next period (what to watch, fix, or improve)

Who this is for

This is a good fit if you:

• Want confidence in your numbers between year ends
• Need clarity on profitability, margins, and overheads
• Are growing and want tighter control of cash and spending
• Need reporting for planning, pricing, hiring, or investment decisions
• Have reports already, but do not trust them or cannot interpret them

How the support works

1. Agree what “useful” reporting looks like: we align categories, KPIs and the format of your reporting pack with how you run the business.
2. Period close and checks: we ensure the underlying records are complete and consistent before reporting is produced.
3. Management accounts pack: you receive clear reports with short commentary and the key points that matter.
4. Review and actions: we talk through the results, answer questions, and agree the next steps.

Ongoing value and optimisation

Over time, management accounts become more reliable and more predictive. You build a record you can compare month to month, spot trends earlier, and make changes before issues show up in cash or tax bills.