Numbers that turn into decisions.
Statutory accounts, board packs and KPI dashboards prepared under FRS 102 or 105 — translated into plain-English commentary a non-finance CEO can act on. Monthly, quarterly, or on demand.
§ 01 — Scope
What's included.
Fixed monthly fees. Partner sign-off on every deliverable. No hourly meters.
- 01
Statutory accounts
Full accounts under FRS 102 or 105, filed at Companies House with iXBRL tagging.
- 02
Management accounts
Monthly P&L, balance sheet and cashflow with variance-to-budget commentary.
- 03
Board packs
Directors-ready packs with commentary, KPIs and a written recommendation from a partner.
- 04
KPI dashboards
Live dashboards in Fathom or Syft — the metrics your board actually asks about.
- 05
Consolidations
Group accounts, intercompany eliminations and multi-currency consolidation.
- 06
Investor & lender reporting
Covenant reporting, quarterly investor letters and diligence-ready data rooms.
§ 02 — Process
How the engagement runs.
- IStep 1
Design
We agree the KPIs, the cadence and the audience — board, bank, investor, or founder-only.
- IIStep 2
Build
Templates, dashboards and commentary structure built once, then reused every period.
- IIIStep 3
Delivery
Reports issued within 10 working days of month end. Every one signed off by a partner.
- IVStep 4
Review
A quarterly review call to interpret trends and act on them — not just admire them.
§ 03 — FAQ
Questions we get about financial reporting.
FRS 102, 105, or IFRS?＋
Micro-entities file under FRS 105, most SMEs FRS 102, groups and investor-facing companies often IFRS. We'll advise based on your users.
Can you replace our finance manager?＋
For many clients we sit alongside a bookkeeper and act as an outsourced Financial Controller — a fraction of a full-time hire.
Do you present at board meetings?＋
Yes. A partner attends quarterly board meetings as part of the retainer, either in person or remotely.
Which dashboard tools do you use?＋
Fathom and Syft as standard, both integrated with Xero and QuickBooks. Bespoke dashboards on request.
§ 04 — Related
Often paired with financial reporting.
§ 05 — Next step
See the business clearly —
every single month.
Book a reporting review. We'll assess your current pack, propose a redesign, and quote a fixed monthly fee.