Our Services

Management Accounts & Reporting

Running a successful business means having the right financial information at the right time. Our Management Accounts and Reporting service helps you to understand the numbers, so you can make the right decisions and stay on track.

More than just numbers

Management accounts are far more than a legal requirement; they are one of the most important tools available to a business owner. Unlike annual statutory accounts, management accounts are produced regularly throughout the year, giving you an up-to-date picture of your financial performance, cash position and profitability.

At Aspreys, our team works with you to understand your business, your future goals and the challenges you face. Every two businesses are different, so we design a reporting package that gives you the information you need. From monitoring cash flow and tracking key performance indicators (KPIs) to supporting funding applications our management accounts and reporting service is built around what matters most to you and your business.

Why Aspreys?

Aspreys provides expert support and advice to help SMEs on their grow journey.

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Meet the team

Management Accounts & Reporting Services

From core compliance and bookkeeping through to board-level reporting and strategic financial leadership, we have the expertise to support you at every stage.

Management Accounts

Regular management accounts give you an up-to-date and accurate picture of your financial performance throughout the year. We produce clear profit and loss reports, balance sheets and cash flow statements on a monthly or quarterly basis, so you always know exactly where your business stands and can make informed decisions with confidence.

Bookkeeping

We maintain clean, up-to-date financial records, carry out regular reconciliations and manage all of your statutory obligations, including VAT returns, annual accounts and confirmation statements. Ensuring your business always remains compliant with both HMRC and Companies House.

KPI Tracking & Reporting

We work with you to identify the key performance indicators that matter most to your business and build these into your regular reporting. Tracking KPIs on an ongoing basis ensures you can spot trends early, measure progress against your goals and take swift action where needed.

Budgeting, Forecasting & Cash Flow

We help you build detailed budgets, forward-looking financial forecasts and cash flow projections to support your planning and decision making. Having a financial roadmap ensures you are always working towards your goals, with full visibility of your future cash position and funding requirements.

Business Performance Reviews

We hold regular review meetings to walk you through your financial results, discuss performance against budget and identify areas of opportunity or concern. These sessions ensure you remain informed and can focus on growing of your business.

Board Packs & Investor Reporting

We produce professional, investor-ready board packs and tailored reporting packages for businesses with management teams, investors or private equity backing. Bringing together management accounts, KPI performance and financial commentary, our board packs give your stakeholders the clear and detailed information they need.

Virtual Finance Director (VFD)

Our Virtual Finance Director service gives you access to senior financial leadership on a flexible, part-time basis. From supporting key business decisions and managing investor relationships to driving financial strategy and overseeing reporting, a VFD delivers the high-level financial guidance your business needs without the cost and commitment of a full-time hire.

Funding Support

Whether you are looking to raise finance, secure investment or plan your next stage. We provide the financial modelling, reporting and strategic support you need. We work alongside you to build a compelling and well-evidenced case to present to lenders and investors.

Book a free 15 minute consultation

Save yourself a sleepless night and let’s get your annual accounts ready – Speak to us today!

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What type of business are you?

Businesses
up to £1M

Everything you need for your business to keep both HMRC and Companies House happy. Make sure your business meets its statutory requirements.

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Businesses
between £1M – 4M

Additional support required to scale up your business. Compliance, Reporting and Planning to scale your business and meet your goals. Set KPI’s to ensure you’re on track.

Large Businesses
£4M +

Receive detailed analysis, track KPI’s and quarterly boardpacks for your management and investors. Work with a Virtual FD on funding, strategy and key decision making.

Established Professionals

Structure your income tax efficiently, maximise your pension contributions and keep more of what you earn with specialist advice tailored to you.

Accounting for Consultancy firms l Aspreys

Consultancy Firms & Agencies

We help you navigate IR35, stay on top of your finances with regular management accounts and plan your tax efficiently as your business grows.

Private Equity & Portfolio Companies

From financial due diligence and investor reporting through to cash flow forecasting and exit readiness, we support you at every stage of the investment cycle.

What our clients say

Our work is our passion. We are proud of what we achieve every day.

Google Rating

5.0

Based on 28 reviews

Aspreys Accountants

5.0

Brad Fincham

1729670344

I moved my Business and Personal accounting across to Aspreys from another local company, and cannot fault the service I received from Dan and his team. They were good value, prompt with tax returns and very thorough with managing my XERO and accounts. Would highly recommend them for anyone in the Surrey area – I had used 3 seperate practices prior to Aspreys and they are stand out performers.

Andrew Leuner

1724098161

I have been using Aspreys Accountants for my company for over a year now and I cannot recommend them enough. They are professional. efficient and have always been willing to go above and beyond when I need help or guidance. This especially applies to Claire Sandhu, who has been dedicated client support for our account, nothing is ever too much for her!

Caroline Chalkley

1723818808

My late husband used Aspreys as his accountant for tax and so I carried on the tradition but I have had to learn how to gather and prepare materials for this. Aspreys have been so helpful and supportive that I am now far more confident in the task and I would recommend their services to anyone who like me is unused to making tax returns. I particularly commend Claure Sindu who is never anything but helpful and encouraging when I encounter problems submitting material. It is a great comfort to me to have Aspreys expertise take care of my tax matters. C. Chalkley

Mandy Hunt

1720628134

What can I say about Aspreys accountants, Dan and Claire…without them I have no idea what would have done to figure out the Capital Gains Tax. As a non resident I hadn’t a clue where to start. But left in the hands of both Dan and Claire I didn’t have to get too stressed, they have handled everything and for that I am truly thankful. I would like to say a special thank you to Claire because each I emailed a question she replied no matter how trivial it might have seemed to her,

Charlie Aldous

1717621702

Always quick to respond with advice, queries and service. They have taken very special care of me during my time with them. Whether that’s 1 to 1 calls to make sure I understand everything about my company or regular updates about my accounts.11/10 would recommend to anyone with a LTD company.

Mandy Curtis

1670328477

This company is amazing. Highly recommend. Not only are they great at what they do, they go above and beyond on a customer service level.

Richard Barwick

1668167923

As a small, growing business in the building retrofit and decarbonisation sector, I totally recommend Aspreys.

noah morris

1664958844

I have been using Aspreys since setting up my business last year and they have been great! The team are really friendly, always so helpful and quick to answer questions and I would recommend them to anyone looking.

All Things Iyla

1663747543

We have used asprey’s for a number of years & had dealings with Dan, Duncan, Rhiannon, Claire throughout our time & all I can say about them all is they are professional & very friendly, I would recommend them to anybody. They do everything that’s asked & more. They really are a great company & make your life easy regarding all the stresses that come with accounting.

Elaine Eyers

1661347898

I am very impressed with this company. Good communicationand no hassle. excellent.I have dealt with Claire Sandhu and it was a pleasure.

Tor Wright

1653676645

We are a new, fast growing business and since the first day we began using Asprey’s they have provided us with 5* support and service. They go over and above to help you and ensure that you never miss time sensitive deadlines. Asprey’s enabled us to spend our time on more valuable areas of our business without the worry of neglecting the accounts side. They spent one on one time with us to explain in detail how everything works and how we would work together. Asprey’s has taken a very stressful part of the business and made it completely streamlined. The peace of mind we have is totally priceless. We can’t thank them enough!

Paul Brown

1653469246

Having used Duncan Finn from his early days as a sole accountant, I have been using Aspreys for a few years. I have valued his advice and the service that Aspreys offer. I particularly want to give a shout out to Claire Sandhu who is always bright, cheerful and friendly. She is also very professional in her approach and her customer service is exemplary.

F C

1629718753

When you start a business, accounting is never really a priority. As you are probably focusing and getting the business of the ground. Overlooking your accountant/accounting could be a mistake easily avoidable though. After a few chaotic years…to say the least. I made contact with a few different accounting firms and I am glad I picked Aspreys. Daniel was my first point contact, he was calm and reassuring. Well over 1 year down the line I do not regret. The whole team is there to take the hassle away from me. I only see the important information and they are always ahead of the game. I work closely with Rhiannon and with Claire they are providing an outstanding service. I know I am in safe hands this mean I can focus on the business…

Chr. Gyldenløve

1629317525

Aspreys has been helping us for more than a year now keeping up with tax and vat filings. They are always extremely helpful and go the extra mile to answer any questions we have. They seamlessly integrate Xero and Hubdoc making it very easy for us to track the accounts. Would recommend them to both start-ups and larger companies.

Stacey Milburn

1629284201

Have had a great experience with Aspreys so far. They’re so lovely to deal with and have really looked after us ensuring that everything was completely smoothly! Thank you Aspreys.

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Frequently asked questions

What are management accounts?

Management accounts are regular financial reports produced throughout the year, normally they are monthly or quarterly. That give business owners and directors an up-to-date picture of their financial performance. Unlike annual statutory accounts, management accounts are designed to support day-to-day decision making and longer-term planning.

How are management accounts different from annual accounts?

Annual statutory accounts are prepared once a year and are primarily produced to meet legal obligations with HMRC and Companies House. Management accounts are produced more frequently and are focused on giving you actionable financial insight, including profit and loss, cash flow, KPIs and performance against budget, to help you run and grow your business effectively.

How often should I receive management accounts?

This depends on the size and complexity of your business. For smaller businesses, quarterly management accounts are often sufficient. For growing and scaling businesses, monthly reporting is generally recommended to ensure you have timely and accurate information to make informed decisions. We will work with you to agree the right reporting frequency for your needs.

Can management accounts help me secure funding or investment?

Lenders and investors will almost always want to see up-to-date management accounts before making a funding decision. Having well-prepared, accurate and timely management accounts demonstrates that your business is well-run and gives funders the confidence they need to support you.

Do I need management accounts if I am a small business?

Even for smaller businesses, having regular financial information is invaluable. Management accounts help you understand whether your business is profitable, whether you have sufficient cash flow and whether you are on track to meet your tax obligations. They also put you in a much stronger position if you ever need to apply for funding or finance.

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