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Management Accounts & Budgeting Services for UK Businesses
A good management accounts pack is your business Bible—updated monthly. It tells the story of your business, chapter by chapter, and serves as an early warning system, flagging issues before they become major problems. Our management accounting services ensure you always stay informed and in control.
Business Budgeting that Adapts
Your business isn’t static, and your budget shouldn’t be either. We help you analyse performance by department, help you to adapt to trends, and align spending with strategy so you’re always ahead of the curve.
Cost Leakage & Inefficiencies
Identify areas that are draining your operational cost such as unnecessary overheads, overspending in specific departments, untracked expenses or more. Take action before they impact your bottom line.
Growth Planning & Investment
Our management reports guide owners in developing tailored growth strategy, covering both financial & non-financial aspects. Our management accounts don’t just show you what’s happened – they help you map what’s coming next. Build investor-ready growth plans with financials that spark confidence, not confusion.
Accurate Management Accounts - No Guesswork, Just Clarity
Management accounts are like your year-end financial reports, but instead of hard-core numbers, you get readable real-time insight which you can actually use. These reports are informal and are tailored to management’s needs. They help you identify areas for improvement, manage cash flow and guide day-to-day financial planning .
Businesses can’t just rely on year end reporting and compliance. Your competition is moving quicker than ever, adopting new technologies and offering news products and services. You need to be in control of your business to know when this happening and to understand how to react to it. Traditional year-end reports simply won’t cut it. You require monthly or quarterly management reports to guide your decisions.
Our Management Accounting Services for Startups & SMEs
We take enormous pride in delivering custom management accounts and budget advisory services to small business. Our reports put you in pole position to make the best decisions to drive your business forward.
Monthly Management Accounts
Our team prepares periodic reports explaining performance and helping you understand where your business stands. This allows you to make confident, data-driven decisions month after month.
Business Budgeting & Forecasting
We take a collaborative approach to planning and setting realistic budgets. And , yes, we will model seasonal fluctuations and also your expansion plans. This ensures your business is future ready.
KPI Tracking (Key Performance Indicators)
Once an efficient system is put into place and important KPI levers are identified, KPI monitoring begins. This helps optimise and drive desired performance.
Variance Analysis
Our management accountants regularly compare actual results to the budget, providing insights into deviations and areas for improvement. Problems such as over-spending are resolved with this analysis.
Cash Flow Management
Typically, with standard financial management, owners only get summary insights into cash-flow, but with our management reports you get the ability to plan your cashflow in advance, ensuring healthy liquidity at all stages.
Scenario Planning
What if the sales drop by 20%? What if costs spike? With scenario planning you’re prepared for every “what if”- with data-backed strategies that help you respond to any unexpected situation.
Julian Hobbs
Founder & Chartered Accountant
“The only certainty in business is uncertainty! “
Why UK Business Owners Choose Us to Prepare Their Management Accountants
The benefits of our sophisticated management reports exceed any blunt excel forecast or closed eye decision. Having an adviser that prepares customised reports will not only help make better decisions, but also improve performance backed by readable data. Our reports turn raw numbers into guides and dashboards that help businesses succeed.
What Sets Us Apart
- Real-time Insights
- Tailored budgeting tools & industry specific reporting
- Chartered Accountants and Chartered Tax Advisers
- Seamless Integration with your Existing Software
How It Works
1. Free Discovery Call
Book a free 30 min free consultation with our Founder to explore your needs.
2. Custom Proposal & Transparent Pricing
We send you a tailored quote; upfront, honest and no hidden extras.
3. Onboarding & Strategy Set Up
Once you’re ready, we get your financial roadmap in place and start work.
4. Regular Check-Ins
With regular check-ins, we help you adapt, grow and stay ahead of the curve.
100+
Businesses Supported
£40M+
Annual Turnover Managed
16 Years
Helping Clients Understand
Their Numbers
100%
Remote, Human, and
Hassle-Free
See the Numbers Differently with Julian Hobbs & Co.
Book your free consultation and let’s explore how monthly reporting and budgeting can fuel your next big move.
What Our Clients Say
We’re proud to work with brilliant business owners who trust us to take care of their finances, year after year.
Get A Consultation If You Need Help
We’re proud to work with brilliant business owners who trust us to take care of their finances, year after year.
Frequently Asked
What are management accounts, and why do I need them?
Management accounts are your monthly or quarterly business health check. They include the key financial statements (profit & loss, balance sheet, and cash flow) but go further. You’ll also get commentary on performance, trend spotting, KPI tracking, and breakeven analysis. It’s insight you can act on, not just data to file away. With good management reports, you’re steering the ship, not just watching the waves.
How are management accounts different from year-end accounts?
Year-end accounts are backward-looking and built for compliance to satisfy HMRC and Companies House. HMRC compliance checks are one reason these accounts exist. But they won’t help you run your business. Management accounts, on the other hand, are for you. They’re timely, tailored, and tell you what’s happening now. Instead of waiting 12 months to find out if you were profitable, you get regular clarity that helps you plan, pivot, and grow.
Can budgeting services really make a difference to a small business?
Absolutely. Business budgeting isn’t just for large corporations. They are for growing firms, startups and local businesses. Whether you require strategic guidance into the next phase, or help with realistic budget set-up, our budget advisory services help you control costs and avoid nasty surprises. If you’re ready to take control of your finances, get in touch with us today.
I’ve already got a bookkeeper — do I still need a management accountant?
Mixing the role of bookkeepers & management accountants is the very reason why businesses close down in the start-up phase. You need to remember that bookkeepers only record transactions. They often don’t help with number interpretations, tracking KPIs or planning for the future. Bookkeepers are the foundation bricks, while management accountants show you how to build the house.
Do I really need all this, or is it just another expense?
This is one of the most asked questions and one of the biggest myths. Management accounting isn’t another expense, nor it is unaffordable. In fact, it does the opposite, letting you identify overspending activities and spot missed opportunities. It is an investment in your business that improves cash flow, and keeps your growth on track.
