The benefits

  • Business growth
  • Informed decision making
  • Improved cashflow

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Why should I prepare management accounts & information?

Day-to-day strategic decisions made easier

  • Insightful reports to get an overview of where your business stands and to assist with longer term planning
  • You will be able to make informed decisions due to real-time information
  • Enable you to make the right strategic decisions and to keep on track and reach your goals
  • No need to wait for your Year End Accounts to find out how your business is doing

How do I prepare management accounts & information?

Let Caldwell Penn do the hard work for you

  • We have a team of in-house experts who will prepare accurate and on-time management accounts & information giving you the confidence to make informed decisions.
  • We also use the latest cloud applications to ensure you are getting the most value from the management accounts & information.
    • Futrli - AI-powered cash-flow prediction and planning software that helps you make the right decisions to keep your business growing.
    • Xero - accounting software that allows you to automate everyday business tasks, get up-to-date financials and run your business from anywhere.
  • Before we prepare any management accounts & information we will arrange a briefing session so that we can understand your business and tailor everything to your needs. 

What are the benefits?

Real-time information at your finger tips

  • We will give you the confidence that the data you are using is reliable.
  • You will be able to make more informed day-to-day strategic decisions.
  • We will free up your time so that you are able to concentrate on the bigger picture. 

Frequently asked questions

What are management accounts?
Why are management accounts important?
What are the benefits of preparing management accounts?
What should management accounts contain?
What is the difference between management accounts and year end financial statements?

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