Previous experienceBusinesses subject to Value Added Tax
Tax Agency registration No. 30001887 — registered to act and correspond on your behalf before the FTA.
Verify on the FTA registerOpens the FTA's official register filtered to this entry (20043873).
Management accounting that turns records into direction
Costing, margin analysis, budgets and a monthly pack that show where the business earns, where it leaks, and where your attention is worth spending — the bridge between clean bookkeeping and CFO-level decisions.
Statutory figures answer the regulator's questions, not yours
Financial statements are built for external users. They tell you the business made a profit; they rarely tell you which contract, branch or product line produced it, or which one quietly consumed it. Management accounting reorganises the same underlying data around how you actually run the business, so the numbers begin answering operational questions.
“I only know how we did after year-end”
- The first reliable picture of the year arrives with the annual accounts — months after the decisions were made.
- Revenue is growing but margin is not following it, and nobody can say which line is responsible.
- Budgets are set once a year and then quietly ignored.
- Different departments quote different numbers for the same thing.
You cannot tell which clients, contracts or branches are genuinely worth keeping.
A monthly picture you can steer by
- The same records, reorganised around how you actually run the business — products, branches, contracts, clients.
- A management pack on a fixed monthly cycle, in operational language, with the finance detail underneath.
- Budgets built bottom-up from the drivers that move them, compared with actuals every month — with explanation, not just a variance column.
- A review conversation that ends in decisions, not in a longer report.
Delivered by the team that keeps your books. See what's included
The month, by cost centre
Everything a management team needs to steer
Six deliverables, scoped to your business and produced on one predictable cycle.
You receive the closed books, the pack and the reviewer's sign-off — every period, in writing.
Three questions, turned over
Where the month landed.
Not every sale is equal.
Overheads with an owner.
One predictable cycle, every month
Management accounting only works when it arrives on time. This is the cadence we hold.
Close the month
Bookkeeping is completed and reconciled — bank, receivables, payables, VAT. Nothing is reported from unclosed books.
Issue the management pack
Segment results, budget versus actual, cash position and KPIs, with a commentary that explains the movements rather than listing them.
Review meeting
A structured conversation with the owner or management team: what the numbers point to, the questions they raise, and the decisions they need.
Decisions and follow-through
Actions agreed in the review are carried into the next pack, so the reporting loop closes instead of restarting.
The cadence is agreed at scoping and held for the whole engagement.Businesses that need to see below the top line
Businesses with multiple products, services, branches or contracts that need to understand performance below the top line — and management teams that need one consistent set of internal numbers.
- Multi-branch and multi-outlet businesses — trading, retail, hospitality, clinicsProfitability by location, not only in total
- Contract-driven businesses — construction, projects, servicesMargin by contract and by client
- Product companies with several lines — manufacturing, distributionCost and margin by product line
- Owner-managed companies preparing for growth, partners or lendersOne consistent set of numbers for everyone at the table
- Management teams that quote different figures for the same thingA single internal source of truth
- Companies moving from bookkeeping to CFO-level advisoryThe reporting foundation that CFO & Advisory is built on
Not sure whether your business fits? See how we work across industries or tell us what you need the numbers to answer.
The month-end, walked through together
Your reports are read with you, not sent to you. The person who prepared the numbers explains what moved and why, and what to decide before the next close.
Map, structure, report, interpret
A clear scope and a written quote before anything starts; then a cycle that repeats every month.
Reading that supports the monthly conversation
Corporate Tax and the records behind it
Corporate Tax computations rest on the records behind them. Monthly-closed books make the annual computation a reconciliation, not a reconstruction.
Management accounts vs financial statements — what each one is for
Same records, two readers: why the statutory set answers the regulator and the pack answers you — and why most growing businesses need both.
Management accounting, answered
Financial reporting produces statements for external readers on a standard basis. Management accounting reorganises the same data around your internal structure — products, branches, contracts, clients — to answer operational questions. Most growing businesses need both, and one adds no work to the other.
Usually not. Most systems can support segment reporting if the chart of accounts and tracking categories are set up properly. We look at that first, before recommending that anyone spend money on new software.
Detailed enough to change a decision, and no more. Over-engineered allocation models absorb a great deal of time and rarely alter the conclusion they were built to inform. We start with the two or three splits that matter most to you — usually by branch, contract or product line.
Managers and owners. The pack is written in operational language, with the finance detail underneath rather than crowding the front page. On cost: scope first. After a short consultation we agree the segments, deliverables and cadence you need, and you receive a written quote for that defined scope before any work begins.
Budgets, margins and KPIs you can act on — with the variance explained, not just reported.
Understand where your business really earns
Tell us what you most need the numbers to answer. A specialist reviews your note, prepares questions, and comes to a short consultation with a first view of the segments and the cadence that would suit you. Then a written scope and quote — before any work begins.
We reply
A prompt reply, with the questions we need answered.
First stepShort consultation
Online or at our Business Bay office.
At your convenienceScope and quote
A written scope and quote before any work begins.
Before any work
123Discuss management reporting
A specialist responds promptly.
We use your details only to respond to your request.
The services this one connects to
A monthly picture, starting next month
Book a consultation and get a scoped proposal — a written quote before any work begins.
