Bookkeeping support for UK small businessesMTD for Income Tax guide
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Bookkeeping service

Management reporting

Regular reports that turn up-to-date bookkeeping into a practical view of performance, cash and the questions that need attention.

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Deliverables

What the service can include

  • ✓Profit and loss summary
  • ✓Balance-sheet or cash overview where agreed
  • ✓Comparison with a prior period or budget where available
  • ✓Notes on material movements and missing information
  • ✓A review conversation where included

Timing

When work happens

Reports are prepared monthly or quarterly after the underlying records have been completed and reviewed.

Scope control

Reports are management information, not audited financial statements. The format, cadence and interpretation support are agreed in advance.

Your responsibilities

What EBA needs from you

  • ✓Maintain complete and timely bookkeeping records
  • ✓Provide budgets or targets used for comparison
  • ✓Explain unusual transactions when asked
  • ✓Make business decisions independently

Boundaries

What is not included by default

  • Audit, assurance or investment advice
  • Forecast guarantees
  • Formal valuations or due-diligence opinions
  • Reports based on incomplete underlying records

Software: Accounting platform, Reporting tools agreed in the proposal

Questions about this service

Clear before you commit.

Is reporting included with monthly bookkeeping?

A concise bookkeeping summary may be included. More detailed management reporting is scoped separately so the format and work are clear.

Can you compare actual results with my budget?

Yes, where a usable budget is supplied and this comparison is included in the proposal.

Next step

Bring the current position, not a perfect brief.

Larissa will review the fit, scope, responsibilities and next deadline with you.

Send an enquiry