You only see numbers once a year
Your year-end accounts arrive months later, when it is too late to change anything.
[00] Management accounts
Your numbers, every month.
We turn your books into a short monthly report on profit, margins and cash, and talk you through it, so you can make decisions on facts, not gut feel.
For
UK limited companies and growing sole traders
Includes
Profit and loss, margins, cash, debtors, review call
Price
Monthly or quarterly, quoted after a free call
[01] Sound familiar?
Who this is for.
Busy but not sure it pays
Plenty of work comes in, but you cannot tell if you are making more money.
Reports you do not read
You get pages of figures from your software, and none of it tells you what to do.
[02] What's included
One clear report, every month.
Books checked first
We make sure the month is reconciled and right before we report on it
Profit and loss
What came in, what went out and what was left, month by month
Margins
Gross and net margin, so you see if each pound of sales is earning enough
Cash position
Cash in the bank and what is due to go out soon
Who owes you
Unpaid invoices and how long they have been waiting
Key numbers
A few measures that matter to your business, such as revenue per customer or staff cost
Compare and spot trends
This month against last month, last year and your budget
Review call
A short call to go through the report and agree what to act on
[03] How it works
Simple, from first call to done.
Step 01
Free call
Your business, your software and the questions you want answered.
Step 02
Set up
We check your books, agree the key numbers and design a simple report.
Step 03
Monthly report
Your report shortly after each month end, from Xero, QuickBooks or FreeAgent.
Step 04
Review
A short call on what the numbers say and what to do next.
[04] Case study
See it in a real business.
No Graffiti · Graffiti removalWebsite, SEO & operations
A local website, sales tools and systems for a specialist contractor.
A new local website, Google presence, sales materials and the systems behind them for a graffiti removal company serving councils.
Read the case study ↗nograffiti.co.uk3CS Cleaning Services
3CS Cleaning Services · Duct cleaningAccounting & operations
Lower accountancy fees, and one less operations manager on the payroll.
A £600k+ duct cleaning firm cut its accountancy bill from £4,500 to £1,200 a year, then handed Palm its operations and enquiries, saving around £30,000 a year.
£4,500 → £1,200 yearly accountancy fees, for the same limited company accounts
Read the case study ↗3cs.services[05] Questions
Good to know.
What are management accounts?
Short, regular reports on how the business is doing, usually monthly or quarterly. Unlike year-end accounts, they are for you, not HMRC or Companies House, so they focus on the numbers you need to run things.
Do I need them if I already have an accountant?
Many accountants only do year-end work and tax returns. Management accounts give you the numbers during the year, while you can still act on them. We can work alongside your accountant.
Monthly or quarterly?
Monthly suits most growing businesses. Quarterly can be enough if things are steady. We help you choose on the free call.
Which software do you work with?
Xero, QuickBooks and FreeAgent. If your books are not up to date, we can catch them up first.
Are they required by law?
No. Small businesses do not have to produce them. Lenders and investors often ask for them, though, and they make it much easier to plan.
[06] More services
Often paired with.
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