Bookkeeping
Maintain the records used in each monthly review.
View serviceAdvisory
Monthly accounts reviewed before publication
Current numbers become useful when someone checks the position, explains the movement and identifies what needs your attention.
Definition of the work
Management accounts turn maintained records into a monthly view
Statutory accounts look back after year end. Management accounts show revenue, margin, costs and cash while there is still time to respond.
We review the monthly position and provide professional commentary at the level included in your package.
- Monthly profit and loss and balance sheet
- KPI and variance review
- Signed Monthly Insights commentary
What it produces
One clear output you can use
Monthly InsightsJune 2026
Revenue£86,400
Gross margin54.2%Position checked
Closing cash£112,800
Monthly InsightsSigned
A worked example with illustrative figures.
Boundaries
What this does not include
- Daily transaction processing is a separate foundation service. This is covered under Bookkeeping.
- Rolling forecasts and finance leadership are not included at this level. This is covered under Fractional CFO.
- Statutory year-end filing is not replaced by monthly reporting. This is covered under Accounts and corporation tax.