Management Accounts
Whatever works best for you and your business works for us! We work with our clients in a variety of flexible ways, including working from your office, or working remotely from our office, and attending your management or board meetings wherever we can make a difference.
Monthly Management Accounts
This includes the preparation of your monthly management accounts, a full reconciliation of all balance sheet codes, a full review of your accounts by another accountant in the office and a commercial review by a director with direct input to your commentary of any issues highlighted by the accounts.
We can add this to our bookeeping service or do just management accounts.
This is usually charged on a fixed fee basis, depending on the volume of transactions and complexity of issues.
Regular Review Meetings
You can choose to have a review meeting, however often you feel it is useful. Most clients choose to have this every month to make sure they fully understand all the issues in that month's accounts and to set targets and actions for that month.
It's also a great opportunity to review the sales and costs forecast for the remainder of the year, to make sure the full year's profit is where you want it to be.
This meeting can either be held with your Peopleshare account manage.
Meetings are either charged for on an hourly basis, or can be costed into your fixed monthly fee.
Regular conference call
As a more flexible alternative to a meeting, you can have a regular conference call with your account manger to review the monthly accounts and talk about issues in the business, and you can include other members of your board or management team.
This is also either charged for on an hourly basis, or can be costed into your fixed monthly fee.
