Services · Growth & Advisory
Management Accounts & Advisory
Beyond compliance — we give you the figures, the forecast, and the perspective to grow.
What's included
- Monthly or quarterly management accounts
- Cashflow forecasting and scenario modelling
- KPI dashboard
- Quarterly strategy meeting
Frequently asked
Is this only for big businesses?
No — even sole traders benefit from a quarterly review.
Client stories
What it's like to work with us.
Owner-managed businesses across Lancashire — same approach, same fixed fee, same Francis on the other end of the phone.
“Francis is the first accountant we've had who actually picks up the phone. Fixed monthly fee, no surprise bills, and our year-end was done weeks ahead of deadline. Honestly a weight off — feels like having a finance director on the team.”

Jack
Director · Tech Warehouse Group Holdings Ltd
“Running a property business means HMRC keep moving the goalposts. Francis stays ahead of it — explained Making Tax Digital for landlords in plain English and had us set up on the right software in a day. Couldn't recommend the team more.”

Chris Stevenson
Director · CS Properties Ltd
