High-Quality Management Accounts Services
Statutory accounts keep you compliant, but they don't help you run your business day to day. That's where management accounts step in. At Simply Accounts, we turn raw numbers into clarity, giving you the insight and confidence you need to make decisions that move your business forward.
We don't just prepare reports and leave you to it. We explain what the numbers mean, highlight opportunities, and guide you through every step. Think of us as your financial co-pilot, here to ensure you're never left guessing.
Who we help
Our management accounts service is designed for business owners and directors who want to stay firmly in control:
Growing businesses
Needing regular insight into performance and cash flow.
Directors and owners
Wanting data-driven decisions backed by facts, not guesswork.
Companies using accounting software
Xero, QuickBooks, or other cloud systems for real-time tracking.
Businesses with multiple revenue streams
Requiring clarity across complex operations.
Companies seeking proactive advice
To improve performance and control costs.
What's included in our service
Monthly or quarterly accounts packs
choose the pace that works best for you
Profit & Loss, Balance Sheet, and Cash Flow summaries
Reliable, reconciled numbers showing the real picture
Clear trends and variance analysis
Spot shifts in performance early with practical guidance
Easy-to-read reports and visuals
No jargon, no spreadsheets you don't understand
One-to-one review calls or meetings
We walk you through the reports and answer every question
Unlimited support
Your dedicated contact and our team are only a call or email away
This isn't about drowning you in data. It's about giving you control, clarity, and the peace of mind that someone has your back.
How our process works
Transaction collection
For clients who drop off records, we receive bank statements, receipts, and invoices, then code and enter transactions. For clients using Xero or other software, we access your cloud accounting system, review reconciled transactions, and pull reports directly.
Data processing and review
We categorise income, expenses, and balance sheet items, reconcile accounts, and check for errors or anomalies to ensure accuracy.
Reporting and analysis
We prepare management accounts with Profit & Loss, Balance Sheet, and Cash Flow, including variance analysis against budget or forecast, highlighting key insights.
Client review and discussion
We share reports via secure portal or email, then discuss findings, trends, and recommendations in a call or meeting tailored to your needs.
Ongoing support
Monthly or quarterly updates continue, with adjustments and advice for business decisions, plus continuous improvements based on your preferred workflow.
Benefits for your business
Make informed decisions – Understand performance before making key choices
Key timelines
Reports are typically prepared within 7–14 days after month-end or quarter-end. We can align reporting with board meetings or planning cycles to ensure you always have the right information at the right time.
FAQs
They're regular reports showing how your business is performing, so you can make decisions with confidence rather than guesswork.
Monthly or quarterly. We'll recommend what's right based on your business size and complexity.
Statutory accounts keep you compliant. Management accounts keep you in control with timely insights.
Yes – Xero, QuickBooks, FreeAgent, and others. We can also handle paper records if you prefer.
Absolutely. We'll walk you through them in plain language every time, highlighting what matters most.
Yes. Variance reporting is included where budget or forecast data is available.
Yes. We can start management accounts at any point during your financial year.
Pricing
Management accounts start from £400 per year and are included as part of our flexible packages. Pricing is based on the reporting frequency and complexity, with everything spread across simple monthly payment, keeping things predictable, stress-free, and offering excellent value.
Why choose Simply Accounts
We give you clarity, not just numbers. You'll always know where your business stands with reports and advice you'll actually use. We're always here with unlimited support from real people who care about your success, and we keep you one step ahead by highlighting risks and opportunities before they become problems.
Get in touch
Your business deserves more than guesswork. With Simply Accounts, you'll finally have clear, regular insights plus a team that explains what it all means and supports you every step of the way.
Ready to make decisions with confidence? Get a quote or book a call today and start understanding your business finances properly.
Real people. Real support.
Not sure where to start with your accounts? Whether you're a sole trader, a growing limited company, or managing multiple properties, our friendly team is here to make things simpler.
Let’s Talk About Your Business
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A quick, no-pressure chat with one of our expert accountants.
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A chance to talk through your current challenges and goals.
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Tailored advice on how we can support you from bookkeeping to tax.
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Clarity on next steps, with zero jargon or hidden costs.
Ready to take the first step? Book your free call now.
Helping businesses breathe easier since 2014
“I have been with Simply Accounts and Mike for several years now and I highly recommend them. Mike is so helpful and always at the end of the phone or email to explain things to me. A great company!”
Kate Burke
Kate’s Day Nursery Ltd
“Been dealing with Mike for 5 years now. So glad we have an accountant who takes the time explaining things in a language I understand. Very efficient and very reliable. I would recommend Simply Accounts.!”
Leah Jones
Northwest Transport Solutions Ltd
“I would highly recommend Simply Accounts - professional, thorough and approachable. The support from Mike and his team has always been fantastic, but during this period of Coronavirus they have been just awesome. Always there with advice and guidance when our businesses have been in real need of support.”
Pam Bellingham
Radiate Arts CIC
“Mike is the first accountant I have come across who speaks a language I understand! He is friendly, straightforward and user friendly! His fees do not fill me with dread and I feel confident to ask his advice informally without worrying that this will ramp up the charges.”
Carol Moore
Carol Moore Associates Limited
“We moved over to Mike at Simply Accounts last year. The advice we get is clear and effective, communications are easy to understand and really helpful. Fee-wise, we are really happy. The direct debit option helps spread the cost and we don't get charged every time we phone for advice, which has been a lot during the Covid outbreak. We cannot recommend them enough!”
Matt Cooper
Car Clinic MOT Centre, Ellesmere Port
“After leaving my previous accountant to join Simply Accounts, I cannot fault them. Mike, Sandy, Matt & the team have been exceptional from the start. They go above and beyond in assisting whatever needs you may have, always make time for you and make you feel a welcome client. Really good service and company!”
Luke James
Forward Building Solutions Ltd
Let's talk numbers. Get in touch.
You didn’t go into business to battle tax returns, juggle receipts, or second-guess your bookkeeping. That’s where we come in.
At Simply Accounts, we help business owners like you stop worrying about the numbers and get back to doing what you do best. Whether you need support with payroll, tax planning, or everyday bookkeeping—we’ve got your back.
Have a question? Need advice? Want to chat about how we can simplify your accounts?
