Year-end accounts arrive months after the period they describe. Management accounts give business owners up-to-date information while there is still time to act on it: whether margins are holding, which costs are rising and how trading compares with budget and with the same period last year.
What’s included
- Management accounts prepared monthly or quarterly
- Summary of turnover, costs and profit, including break-even analysis
- Reporting on agreed key performance indicators
- Comparison with budgets and comparable periods
- Costs broken down by cost centre where useful
- Help setting up in-house monitoring, and training for your team
- Agreed information prepared for lenders or investors
How we work with you
Talk it through
Tell us what you need and how your records are kept.
Agree the scope and fee
You know what is included and what it costs before work begins.
Ongoing support
Deadlines and rule changes are raised with you before they become urgent.
Current rules at a glance
| Corporation Tax main rate | 25% on profits over £250,000; 19% small profits rate up to £50,000, with marginal relief between |
|---|---|
| Dividend tax from 6 April 2026 | 10.75% ordinary rate, 35.75% upper rate, 39.35% additional rate; £500 allowance |
Common questions
How are management accounts different from annual accounts?
Annual accounts follow a legal format and look back over a whole year. Management accounts are internal, produced more frequently, and designed around the information you need to run the business.
Do I need bookkeeping support as well?
Management accounts rely on up-to-date records. If your bookkeeping is already current they can be prepared from it; if not, the two services are often combined.