Management reporting

What is management reporting?

Management reports are a summary of reports that a business would prepare in between it’s accounting periods in order to get up to date financial information. These are generally either prepared monthly or quarterly and allow for businesses to make more informed decisions throughout the year, rather than waiting until the company year end.

Who may need management reports?

Both small and larger businesses may require management reports and there may be different reasons as to why they need these. Some examples of why a business may need management reports are as follows:
  • Start-up businesses who are seeking fast growth and need regular financial insights to make pivotal informed business decisions.
  • Owner-managed businesses where the directors want to ensure they are maximizing their dividend income whilst ensuring they are not taking ‘illegal dividends’ or becoming overdrawn their directors loan account.
  • Fast-growth businesses who have received significant investment and are required to deliver regular management reports to their investors.
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What is included in a set of management reports?

In short, we can tailor these to your exact requirements. Some examples of the reports included within a management reporting pack include:
  • Profit & loss account
  • Balance sheet
  • Aged payables
  • Aged receivables
  • Cash summary
  • Key performance indicators relevant to the business

Bespoke timetables

At AGILE, we understand the importance of reliable and punctual management reports. That’s why we take pride in our ability to establish bespoke timetables in collaboration with our clients. Our dedicated team works closely with you to ensure that your management reports are delivered promptly, every time.

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Why use AGILE Accountants to prepare your management reports?

If we are completing other services for you such as bookkeeping, VAT and annual accounts, it is likely we will have a good understanding of your business and the types of transactions that are going through the business. This means we can give constructive feedback on the reports once prepared and highlight key areas of interest.

Within the firm we have over 10 years of combined experience working at one of the ‘Big 4’ firms and have vast amounts of experience delivering management reporting services to some of the most exciting start ups in the UK as well as established SME businesses.

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How do I sign up?

We can have you all set up in just three simple steps…

Step 1

Get a quote

Build your own package and get your online quote

Step 2

Speak with AGILE

After you’ve filled out your quote we’ll be in touch to find out more

Step 3

Receive a warm welcome

We’ll get you set up, settled in and introduced to your team

Get A Quote

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I highly recommend their exceptional services. I have been working with them for over a year now, and I am impressed with their professionalism, expertise, and attention to detail. The team is knowledgeable and experienced in all aspects of accounting. They have helped me with everything from bookkeeping to tax planning, and they always provide clear and concise advice that is easy to understand. What I appreciate most is their commitment to their clients. They take the time to understand my business and tailor their services to meet my specific needs. They are always available to answer my questions and provide guidance when I need it. Overall, I am extremely satisfied with the services provided. They have helped me to streamline my accounting processes and save time and money. I highly recommend them to anyone in need of accounting services.
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As a busy content marketing agency director, I was in desperate need of an accountant to help me manage my business finances. AGILE Accountants were recommended to me in early 2021, and they are undoubtedly one of the best small business accountants around. They do everything with excellence, even when I make their job harder by not being as proactive as I should. The team are responsive and always available, helping me to manage my business finances and tax returns, leaving me to run my company knowing the accountancy is in safe hands. I can't sing their praises enough. As a words man numbers aren't my thing, but AGILE helps me to understand what's what without sounding patronising. They offer an incredible customer experience from onboarding to getting on with the job. The standards they set are a credit to the accounting industry. With AGILE, your accounting needs are in great hands.
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We moved to AGILE in late 2021, and we've been delighted ever since. Nothing is ever too much trouble. Our accounts are relatively simple, but we're prone to throwing the odd curveball - and AGILE handle these well. AGILE really know what they're doing, and they have a host of partners for all other financial queries we might have. We love how every conversation ends with - 'is there anything else we could be helping with'.
Angela PodmoreDirector
I have been using AGILE Accountants for almost two years now. I would highly recommend them to my network. The entire team is professional, reliable and responsive. They are always happy to answer any questions I have and are also very honest and transparent with me when I'm looking for advice. If you're a business owner, just starting out or with years of trading, I would highly recommend AGILE and their team!
Jon CossDirector
I was facing some complications with my self-assessment & tax returns. However, the team at AGILE did really give me peace of mind and quickly took action to get things straight. Special thanks to Adam and Dan for their support and friendly communications.
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Outstanding services (hidden gem) - thank you Adam, James and Ben! Fresh and innovative approach to accountancy. Excellent cloud based solutions from quickly filing invoices to a very professional end of year tax advice. Their customer service, attention to details and responsiveness is very impressive. They are Always available for advice. They have been helpful and transparent with costs throughout. Extremely knowledgable in all areas from simple accounting matters to complex queries, great collaboration where we can rely on speed. I highly recommend AGILE Accountants - the most cost effective time saving service provider
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I had limited experience with other accountants and had a lot of headaches with how messy they could be. All my friends who have been dealing with accountant, reminded me of the importance of being organised, responsive to your questions and cooperative in your company and personal financial choices. AGILE not only does all that, but also are extremely friendly and helpful at all time. I highly recommend them.
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