Management Accounts | Barton Accountancy

Management accounts

Stop making decisions in the dark.

Most small business owners only see their numbers once a year, when their accounts are filed — 18 months after the events they describe. By then, any decisions based on those numbers are looking backwards at a business that's already changed.

Management accounts fix that. Every month, you get a proper P&L, balance sheet and cash flow report, plus the KPIs that actually matter for your business. You see where you're making money, where you're leaking it, and what's coming next — while there's still time to act on it.

What's included

Monthly reporting, quarterly reviews.

Everything is included in your fixed monthly fee. No extras, no surprises.

Monthly P&L

Income and expenses, broken down by category, compared to budget and last year.

Balance sheet

Assets, liabilities, working capital — a proper snapshot of the business.

Cash flow report

What came in, what went out, what you expect next month.

KPIs that matter

Gross margin, net margin, debtor days — the numbers that actually tell you how the business is doing.

Quarterly review call

30-minute call with a chartered accountant to talk through the numbers and spot issues early.

Budget vs actual

So you can see where reality is diverging from plan, and why.

Sound familiar?

Most businesses don't have an accountant.
They have a filing service.

If any of these ring true, you're not getting what you should be.

01

You only hear from them at year-end

No check-ins, no planning, no conversation. Just a bill and a set of accounts you don't fully understand.

02

You're never sure where you stand

Your numbers are months out of date. You're making decisions based on gut feel, not real figures.

03

Surprise invoices keep landing

An email here, a phone call there — and suddenly your bill is twice what you expected. No one told you.

Common questions

Things people ask us.

Do I need management accounts?

If you're a small sole trader earning under £50k, probably not. If you're running a growing limited company with staff, stock, variable cash flow, or you're thinking about hiring or raising finance — then yes, absolutely.

What does it cost?

For most of our clients, management accounts are included in the main monthly fee. For larger or more complex businesses, we may add £50-£150/month on top. We'll give you a clear quote upfront.

How is this different from bookkeeping?

Bookkeeping is recording the transactions. Management accounts are understanding what those transactions mean. One tells you what happened. The other tells you what to do next.

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