Management Accounts
Track performance and plan with actionable insights.
What's included:
- Monthly management accounts
- KPIs and performance tracking
- Actionable insights and recommendations
- Strategic planning support
Why choose us
Data-driven decisions
Get actionable insights to help you grow your business.
Customized reports
Reports tailored to your specific business needs.
Expert recommendations
Our experts provide strategic recommendations.
Inside Your Monthly Pack
We don't just send you a spreadsheet. You get a comprehensive decision-making tool.
Executive Summary
No jargon. Just a plain English breakdown of your month's performance.
Budget vs. Actual
See exactly where you overspent and where you saved against your targets.
Cash Flow Forecast
Predict future cash positions to plan big purchases or hiring safely.
KPI Dashboard
Visual trends for your specific metrics (e.g., Gross Margin, Customer LTV).
How it works
Discovery
We review your business goals and key performance indicators (KPIs).
Onboarding
We set up your reporting tools and dashboards.
Monthly cycle
We prepare and review your management accounts with you.
Review
We provide clear insights and strategic recommendations.
Get strategic financial insights
Track performance and plan with actionable insights.
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Complete your financial setup