Management Reporting & Cloud Accounting
Information you can act on.
Management accounts give you a regular view of how the business is doing. Alongside them, we help you choose, set up and confidently use your accounting software.
Is this the right support?
- Growing businesses
- Directors reporting to a board, investors or lenders
- Teams new to cloud accounting software
The work itself.
- Monthly or quarterly management accounts
- Notes on what changed and why
- Choosing and setting up accounting software
- Training for you or your team
The role of QuickBooks and Xero.
We work with QuickBooks and Xero. Software subscriptions are separate unless your proposal says otherwise.
Agreed before we begin.
Management accounts rely on up-to-date bookkeeping, so we often scope the two together.
What we'll need from you.
- Access to your accounting software
- Context on what you want the reports to show
Four quiet steps.
- 01
Conversation
We talk through the business, your current setup and what you need.
- 02
Proposal
You receive a written quote setting out the scope, responsibilities and fees.
- 03
Setup
We arrange access and agree how information will be shared.
- 04
Ongoing work
We complete the agreed work and tell you what we need along the way.
Worth asking.
Usually a profit and loss account, balance sheet and comparisons with earlier periods. We agree the format with you.
Yes. We can train you or your team to use your accounting software day to day.
