Our standard turnaround is ten business days after month-end, assuming your bookkeeping is up to date. For clients on Xero or QuickBooks where we also manage the bookkeeping, we can often deliver within seven business days. If you have a board meeting or investor reporting deadline, tell us and we will structure the process around your calendar.

Not necessarily — we can begin reporting actuals immediately and build your budget retrospectively. However, management accounts are significantly more useful when compared against a budget. As part of our onboarding, we typically prepare an annual budget model alongside the first month’s accounts so that every subsequent month’s report includes a meaningful variance analysis from day one.

Yes — this is one of the most common reasons SMEs engage us for management accounts. Investors and lenders want to see that you understand your numbers in real time. A company presenting clean monthly management accounts with KPIs and commentary creates far more confidence in a fundraising or lending process than one that can only point to its annual statutory accounts. We format your reporting pack to meet the expectations of institutional investors and bank credit teams.