Our Services

Management Accounts

The accounts you will really profit from

Get your finger on the financial pulse

“How’s business?” It’s one of those throwaway questions you probably field on a regular basis - but do you really know the answer?

Because when it comes to understanding how well your business is performing, a glance at the bank account or order book can be deceiving - and last year’s accounts are already old news.

That’s why management accounts are worth their weight in gold.

A set of financial statements prepared either monthly or quarterly, management accounts from Inform provide clear insight into the financial trading position of your business.

Unlike statutory accounts, they aren’t required by law, but they’ll put you more in control of your finances than ever before - and help you make the big decisions that will boost your business growth.

A virtual CFO for your business

To successfully grow your business, you need to monitor and measure your financial performance throughout the year - and a periodic glimpse at your bank balance simply doesn’t suffice.

After all, your cash balance is just a snapshot in time, and doesn’t account for any impending expenses, seasonal sales spikes or the contents of your sales pipeline.

Management accounts take all this into consideration and more, using real-time transaction data from your Xero account to identify trends in everything from sales to stock levels.

Along with the numbers, we'll hold weekly meetings where you’ll receive actionable insights, careful analysis and intelligent advice - like having a CFO in the business, minus the CFO salary…


The format for management accounts isn’t set in stone, and we can tailor our service to the specific needs of your business. However, most management accounts will contain:

Executive Summary - an at-a-glance summary of the month’s main highlights - including headline figures like Actual Turnover, Gross Margin, and Operating Profit.

KPI Review - an assessment of performance against your KPIs for the period.

Profit & Loss Statement - a comparison of actual results against the forecast for the month completed, and the year to date.

Balance Sheet - a key financial statement detailing the assets, liabilities and owners' equity at that point in time.

Cashflow Statement - a summary of all money in and out of the business, highlighting any potential shortfalls.

Weekly update meetings - a weekly call to ensure you're always up to date with the latest account updates, and can ask any outstanding questions.


With regular management accounts in your corner, you’ll be better equipped to…

Reverse poor performance - It’s crucial to identify adverse operating trends before they become the norm. If you wait until year-end to discover your results, it may be too late to stop the rot.

Make the big calls - Is now the right time to scale up your team? To increase your stock holding? Management accounts ensure your big business decisions are backed by your very latest financial data.

Plan your tax - With up-to-date sales forecasts available each month, you can plan tax and dividend transactions with more confidence.

Conquer your cashflow - Total business costs are of limited value - you need to know how and where your money is being spent. Management accounts shine a light on your expenses, allowing you to cut back on costs and control your cash flow.

If you would like to get to grips with your business finances, talk to us about Management Accounts today.

Call us on 0121 667 3882 or email us on

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Download your free financial KPI guide

Need help setting and achieving your goals?

The KPIs listed in this guide will help provide the insight you need to keep your business growing.

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