Until they join us, most clients don’t necessarily understand the benefit of having monthly or quarterly management accounts, and not all accountants are able to offer these as part of their normal services.
If this happens during a trading year rather than at the end, it’s not too late to make relevant and useful changes, allowing us to help clients save money, and improve profitability. By sending us certain information regularly this allows us to provide relevant support, guidance and advice, whether this is support in developing the business and improving it, helping it to grow, or tax saving planning advice.