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Management Accounts & CFO Services

Management Accounts and CFO Support to Help You Make Better Decisions

Clear monthly numbers and senior financial guidance for growing UK and US businesses.

Management Accounts Benefits

Know where the business stands, and where it can go

Annual accounts tell you what happened a year ago. Running a business needs more than that. You need to know this month’s profit, how much cash you will have in three months, and which products or clients are really making money.

Our management accounts and CFO support give you that. We produce regular reports from your books, explain what they show and help you decide what to do next. It suits owners who have outgrown bookkeeping but are not ready to hire a full-time finance director.

  • A plan, not just a report

    We work with you to turn your goals into numbers: a budget, a cash-flow forecast and a few measures worth tracking. Then we check progress against the plan each month, so you can see early if the business is drifting.

  • Decisions backed by figures

    Thinking of hiring, opening a second site, changing your prices or taking on debt? We model the options and show what each would do to profit and cash, so the decision rests on evidence.

  • Up-to-date information

    Reports arrive soon after each month closes, while the figures can still change your next move. Problems show up earlier, and so do opportunities.

  • Better margins

    We look at where your money goes and where it is made. Often there are costs that can be trimmed, prices that are too low, or clients who take more effort than they are worth. We point these out and help you act on them.

Let’s talk about your numbers

Tell us what you are trying to achieve and what you wish you could see in your reports. We will suggest an approach and give you a clear quote.

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Frequently Asked Questions

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Annual accounts are a formal, year-end record prepared for the tax authorities, Companies House or lenders, and they follow set rules. Management accounts are for you. They are produced monthly or quarterly, show performance in as much detail as you find useful, and include things like budgets, forecasts and comparisons with last year.

A CFO connects the numbers to the decisions. That can mean planning cash, pricing properly, preparing for a funding round or spotting problems before they become expensive. Most small businesses get this from a part-time or virtual CFO, which costs far less than a permanent hire.

You will see your profit by month, by product or by client; your cash position and what is coming up; your biggest costs; and how you are doing against budget. We agree on the measures that matter for your type of business, and we explain them in plain English.

No. It is useful to any business that has outgrown simple bookkeeping and wants to plan ahead. We scale the service to fit, from a monthly report and a call to a fuller finance-director role.

We treat your information as private. We are happy to explain how we handle data before you sign anything.

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Ready for a clearer view of your business?

We’re here to make your life easier, starting with a simple conversation. Whether you’re looking for a new accountant or just need some advice, we’d love to hear from you.

Get in Touch
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