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Do you know your Direct Costs? Do you know what your Gross Profit Margin is?
Management Accounts is about taking you data and making it make sense to you - performance can be difficult to gauge when it's numbers on a screen!
Every business is different and so every business needs a different accounts - you need information that makes sense to you and is relevant to your business.
Management Accounts can work alongside your current accountant - they are a different set of accounts - Management Accounts takes your data and transforms it into the story of your business, highlighting your strengths you can use and the pitfalls to watch out for.
Where your accountant files accounts with Companies House and HMRC, they file accounts that have already happened - data from the past.
Management Accounts looks to the future to help you plan, predict and prosper - when you know what to expect, you can start saving money, investing in the assets and projects you need to and start making your money work for you.
Management Accounts that I can provide include:
Key Performance Indicators (KPI) - to keep track of how your business is doing
Key Results Objectives (OKR) - are you hitting your targets? Do you know what your targets are?
Variance Analysis - are you spending within your budget? Have you got a budget set?
Cashflow predictor - so you know when you're due money in - and what you need to cover
Job Costing - to make sure you're covering all your costs - even the ones you weren't aware of
Tax Planning - let's make sure you can and should pay what you need to
You can open and download these templates - you can even download them in Excel format - to help you with planning you Management Accounts
Cashflow Tracker
Use this tracker to work out how much you'll have at the end of the month, when you need to chase for payment and what you'll need to cover each month
Costing Template
This is a very basic costing template to help you work out how to price a product or job and how you can cover your costs
KPI Dashboard
Key Performance Indicators allow you target and monitor specific parts of your business, such as tracking how efficiently you collect money from customers or how you spend money
Fixed price based on what you need not per hour; advice is free
Cloud-based filing: your work is available to you when you need it
Easy to switch to me - just an email required from you!
Monthly payments, so no huge end-of-year payment for you to budget for
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