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Management accounting

Management accounts in London

Know how your business is really performing — not months later, but now. We turn your bookkeeping into clear, plain-English monthly reporting, so you can make confident decisions backed by real numbers.

What's included

Reporting that tells you what to do next

Everything you need to understand performance and plan ahead — explained in plain English.

Monthly & quarterly accounts

Regular management accounts that show how the business is really tracking.

Cashflow monitoring & forecasting

A forward view of the money so you can plan and avoid nasty surprises.

Profit & margin analysis

Understand where you actually make money — by product, service or client.

KPIs & dashboards

The handful of numbers that matter to you, tracked and visualised.

Budget vs actuals

See how you're performing against plan, and where to adjust.

Plain-English commentary

A clear narrative of what the figures mean — not just a wall of numbers.

How it works

From books to insight, every month

A simple rhythm that turns your day-to-day bookkeeping into decisions you can act on.

1

Free consultation

We learn your business and the questions you most want your numbers to answer.

2

Set up reporting on Xero

We tailor your chart of accounts, KPIs and dashboards to how you operate.

3

Monthly close

We reconcile and close the month so the figures are accurate and complete.

4

Clear report + conversation

You get a plain-English report and a chat about what it means for you.

Why Fantail

Numbers you understand, from someone who explains them

  • Real-time numbers for decisions

    Always-current accounts mean you decide on today's figures, not last quarter's.

  • A Chartered Accountant who tells the story

    Michaela explains the why behind the figures, not just the what.

  • Technology-forward

    Automation and cloud dashboards keep reporting efficient and accurate.

Who it's for

Built for growing businesses

Management accounts come into their own when you're making decisions about people, pricing and growth. We tailor them to your sector.

Simple, transparent monthly packages

Management accounts are included in our Growth and Established plans, or added to any package.

See pricing
FAQs

Management accounting questions

What's the difference between bookkeeping and management accounts?
Bookkeeping records what's happened — every transaction, reconciled and accurate. Management accounts take that data and turn it into insight: how you're performing, where you make money, and what to do next. Bookkeeping is the foundation; management accounts are the story it tells.
How often will I get management accounts?
Most clients receive them monthly, which keeps decisions current; some prefer quarterly. We'll agree a rhythm that matches how quickly your business moves and the decisions you're making.
What reports will I actually receive?
Typically a profit & loss, balance sheet and cashflow view, alongside the KPIs and dashboards that matter to you, plus a short plain-English commentary explaining what's changed and why. We tailor the pack so it's genuinely useful, not just thorough.
Do I need to be on Xero?
It's how we work best — as a Xero Gold Partner, Xero gives us the real-time data and dashboards behind great reporting. If you're on another system, we'll review it and, where it helps, migrate you to Xero with no disruption.
Can you help me act on the numbers?
Yes — that's the point. Each report comes with a conversation, so you're not left interpreting figures alone. Michaela is a Chartered Accountant who'll help you turn the numbers into practical next steps.

Want to really understand your numbers?

Book a free, no-obligation consultation with Michaela.

(+44) 07754 199911
Book a free consultation