Monthly management accounts for clients
Offer management accounts to 30 clients, not 5. Each pack is drafted from the books on the same day every month, ready for your review.
Hours back
6
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Numbers pulled once the month is closed
Profit and loss, balance sheet, cash and aged debts come from each client's books as soon as the bookkeeping is marked done.
- 02
Your pack, filled in
Same layout, branding and charts every month, with this month against last month, budget and last year.
- 03
Commentary drafted in plain English
A few short lines on what moved, written from the transactions behind it. Anything without a clear cause is left as a question.
- 04
Odd numbers flagged for the reviewer
A negative balance, a missing month of rent, a margin that jumped. Listed before the pack goes anywhere.
- 05
Sent once approved
The reviewer edits and approves, and the pack goes from their email with a note offering a call.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
A partner or manager reads every pack and owns the commentary before it's sent. Anything that reads as advice is theirs to write.
What it's worth
What those hours add up to.
6 hours a week, over 46 working weeks, is 276 hours a year. At $50 an hour, that’s
$13,800
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Management accounts are the advisory work clients say they want, but each pack takes a junior half a day: export the reports, paste them into the template, rebuild the charts, write a few lines on what changed. So firms offer it to a handful of clients and the packs still go out late.
What we build
- Numbers pulled once the month is closed
- Your pack, filled in
- Commentary drafted in plain English
- Odd numbers flagged for the reviewer
- Sent once approved
A month in
Packs go out on the same working day each month, the reviewer spends minutes on each instead of an hour, and you can offer the service to more clients without another hire.
FAQ
Can each client have their own layout?
Yes. Most firms use one house template for management accounts with a few client-specific pages, set up once during the build.
Will it tell the client what to do?
No. The management accounts commentary describes what happened in the numbers, and what the client should do about it comes from your team.
More for accounting firms
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Thirty minutes on monthly management accounts for clients. We build its elf with you, live, and you keep it.