Personal support · UK-wide · Remote
Management accounts that help you understand your business
Know how your business is performing before the year-end accounts arrive. Amax prepares monthly or quarterly management accounts for UK small businesses, with clear explanations of what the figures mean.
Discuss your requirementsWho this service is for
For owners and directors who need more than a bank balance to make decisions: whether you are reviewing margins, controlling costs, planning expenditure or discussing performance with your team.
From accounting records to practical insight
The reporting starts with the quality of your underlying records. I review the information available, agree any bookkeeping work needed and build a reporting format around your business. Cash flow forecasting and budget preparation can be added where useful, with the scope agreed separately.
What we can help with
- Profit and loss reporting for the agreed period
- Balance sheet reporting and reconciliations
- Month-end adjustments, including accruals and prepayments where relevant
- Comparisons with prior periods or your budget, where available
- Commentary on significant movements and agreed performance measures
Your quote will confirm the services, frequency and fee agreed for your business.
How we work together
- We discuss the decisions you need your accounts to support and the information available.
- We agree a reporting timetable, format and the records required each period.
- You receive the agreed reports, with explanations and follow-up queries by email.
Frequently asked questions
Do I need monthly or quarterly accounts?
This depends on how quickly your business changes and how often you make financial decisions. We can agree a frequency that fits your needs.
Can you work alongside my year-end accountant?
Yes. I can prepare regular management information and liaise with your existing accountant as agreed.
Are management accounts the same as statutory accounts?
No. Management accounts are prepared for internal decision-making. Statutory accounts and tax filings are separate requirements and services.
Tell me what your business needs
Email a brief outline of your requirements or use the enquiry form. Please do not send tax references, bank details or sensitive financial documents with your initial enquiry.