Accounting & tax

Monthly management accounts your clients will actually read.

Profit and loss, balance sheet, cash flow, budget against actual and KPI dashboards, prepared every month under your brand.

Start a pilot batch All services

FrequencyMonthlyOr quarterly if you prefer

FormatYour templateBranded as your firm

IncludesKPIs and commentary notesFor your review and advice

What’s included

Everything in Management accounts.

Prepared to your practice’s standards and returned for your review.

Profit and lossMonthly and year-to-date, with prior-period comparison.

Balance sheetReconciled balances with supporting schedules.

Cash-flow summaryWhere cash came from and where it went.

Budget against actualVariances highlighted for your advisory conversation.

KPI dashboardsThe handful of numbers each client cares about most.

Draft commentaryPoints for you to discuss with the client.

How it works

From handover to sign-off.

Every new practice starts with a small pilot batch, so you can judge quality first.

Step 1

Hand over

Share access to your software and the records for the period.

Step 2

We prepare

We work through your checklist and templates, then a second person reviews it.

Step 3

You review

The work comes back with queries and workings, ready for your sign-off.

Step 4

You file

Submitted under your agent authority. Your client only sees your firm.

A good fit for

Practices growing their advisory services
Clients seeking finance or investment
Owner-managed businesses that want monthly visibility

What stays with you

Client: Your client relationship and your brand
Fee: You set and keep your fee
Sign-off: Nothing goes out without your review
Filing: Your firm, under your HMRC agent authority
Data: NDA and UK GDPR data processing agreement signed first

FAQ

Common questions.

Will the pack carry our branding?

Yes. Packs are prepared in your template and look like your firm’s work.

Do you write the advice?

We prepare the numbers and highlight points worth discussing. The advice stays with you.

Can you build the KPI dashboard?

Yes. We can set up dashboards connected to your software as part of the service.

Related services

Often handed over together.

Accounting & taxBookkeeping

Digital growthReporting dashboards

Accounting & taxYear-end accounts

Let’s take the workload off your desk.

Tell us about your management accounts volumes and we’ll suggest a pilot batch that fits.

Send an enquiry Email us WhatsApp

Director: Vineel Jangam
Phone: +91 95906 84481
Office: 16-2-34, Bose Rd, Kothapet, Tenali 522201