Management Accounts · South East
Management accounts in Aldershot
Statutory accounts tell a Aldershot business how last year went, nine months after it ended. Management accounts tell you how this month went, two weeks after it ended, with a commentary explaining why. We produce them from your bookkeeping on a fixed working day each period, for a published fee, with the adjustments that make the figures true.
from £99/mo · fixed, per month
Next deadlines
- VAT return and payment for the quarter that ended last month
- PAYE and National Insurance for last month paid to HMRC (electronic)
- VAT return and payment for the quarter that ended last month
- PAYE and National Insurance for last month paid to HMRC (electronic)
Who this is for
Management Accounts for Aldershot
Owner-managed businesses in Aldershot with turnover from around £250,000 upwards that are making decisions during the year: companies with staff, stock or borrowing, businesses preparing to raise finance or sell, franchisees reporting to a franchisor, companies with external shareholders or a board, and any owner who has decided that once a year is not often enough to know how the business is doing.
What is included
Everything inside the fixed fee
- Profit and loss for the period and year to date, against budget or prior year where available
- Balance sheet with debtors, creditors, cash, stock and loan positions explained
- Written commentary on the movements that matter and what is driving them
- KPI dashboard with the measures agreed for your business, in the £149 package
- A review call each period to go through the pack and the decisions it points to, in the £199 package
- Accruals, prepayments and depreciation posted so the figures are accurate rather than cash-based
How it works
Management Accounts from Aldershot, step by step
Scope the job
We find out what you need filed, when it is due and what state the records are in, and tell you which fixed-fee package applies.
Agree the price
The fee is confirmed in writing. There is no hourly billing and nothing added for questions during the work.
Hand over the records
Photographs, PDFs, software access or a spreadsheet, sent however suits you. We confirm what we have and what is missing within two working days.
Approve, then we submit
You review the draft with our explanation, sign off, and we file. Receipts, copies and the next deadlines come back to you immediately.
Why IGI
What you get in Aldershot
One fixed fee for management accounts in Aldershot, agreed in writing before any work starts and never changed part-way through the job, however long it takes us.
We work to the HMRC and Companies House calendar, not an appointment diary. Clients in Aldershot get reminders at 60, 30 and 7 days before each date that applies to management accounts.
We serve Aldershot remotely by design: records by WhatsApp or email, drafts back for approval, filing electronic. The saving on premises is passed to you in the fee for management accounts.
Continuity matters in management accounts: the person who prepared last year's work for your Aldershot business prepares this year's, and remembers what was agreed.
The output for Aldershot clients is never just a form. It is the form, a one-page summary of what it says, and a note of the decisions it points to for management accounts.
Nothing is filed for Aldershot until you have reviewed and approved it. You see the draft, you ask questions, you sign off, then we submit and send you the receipt.
Local facts
About Aldershot
Aldershot is in South East, in the GU11 postcode district, England. For businesses in England the tax rules are those set by the UK Parliament: the 20/40/45% income tax bands, Class 4 National Insurance for the self-employed at 6% and 2%, Corporation Tax at 19% to 25%, and Stamp Duty Land Tax on property. Business rates are set locally by the council.
| Place | Distance | Direction |
|---|---|---|
| Cargate | 0.5 mi | SW |
| East End, Rushmoor | 0.5 mi | E |
| Montgomery Lines | 0.7 mi | NE |
| Thorn Hill, Rushmoor | 0.9 mi | NE |
| North Town, South East | 1 mi | E |
| Weybourne, Waverley | 1 mi | SW |
| Badshot Lea | 1 mi | S |
| Lea, Badshot | 1 mi | S |
Worth knowing
Rules that come up in this work
Switching accountants
Changing accountant is simpler than most people fear. You authorise the new firm, which writes to the old one for professional clearance and your records; the outgoing accountant must hand over your own documents and usually does within two weeks. The new firm registers as your agent with HMRC and picks up the next filing. There is no need to wait for a year end.
The 60-day property CGT return
The 60-day Capital Gains Tax return on residential property is the deadline landlords most often miss, because it falls outside the Self Assessment cycle and runs from completion, not exchange. Private residence relief for periods you lived in the property, plus the final nine months, reduces the gain. Penalties for a late return mirror Self Assessment, starting at £100.
Crypto records and reporting
Crypto tax splits into capital gains on disposals and income on rewards, with different rates and different reporting. The £3,000 annual exempt amount and the 18% and 24% rates apply to gains; staking, mining and airdrop income is taxed at marginal income tax rates. HMRC's nudge letters to holders have increased sharply, and a voluntary disclosure before one arrives is treated far more leniently.
Allowable expenses
The expenses sole traders most often miss are home working costs, claimed by actual proportion or HMRC's flat rate, the business share of phone and internet, mileage at 45p for the first 10,000 business miles, and training that maintains existing skills. The ones most often claimed wrongly are commuting, entertaining customers and clothes that could be worn outside work.
Record keeping
HMRC requires records of all income and expenses, bank statements, invoices and receipts to be kept for at least five years after the 31 January filing deadline of the tax year they relate to, and companies must keep records for six years from the end of the accounting period. Digital copies are acceptable. Under Making Tax Digital the records must be kept in compatible software.
Workplace pensions and auto-enrolment
Workplace pension compliance is part of payroll, not separate from it. Each pay period the payroll assesses who is eligible, calculates employer and employee contributions on qualifying earnings between the lower and upper thresholds, and sends the contribution file to the scheme. The minimum total is 8%, and many employers choose to contribute more as a recruitment advantage.
Employer National Insurance
The cost of an employee is more than the salary. Employer National Insurance at 15% above £5,000 a year, the 3% minimum pension contribution, holiday pay, equipment and management time all come on top. The Employment Allowance of £10,500 reduces the National Insurance for most employers with more than one person on the payroll.
Questions
Management Accounts questions from Aldershot
Which KPIs do you report?
Those that drive your business, agreed at the start: gross margin by product or service line, revenue per employee, debtor days, stock turn, cash runway, utilisation for a service firm, average order value for a retailer. We recommend a short list and refine it over the first quarter. A dashboard with twenty numbers is one nobody reads.
When does the pack arrive?
On a fixed working day agreed with you, typically the 10th to 15th of the following month for monthly packs, provided the bookkeeping is complete by the 5th. Quarterly packs follow the quarter end on the same basis. If your records arrive late the date moves and we tell you.
What adjustments do you make to the bookkeeping figures?
Accruals for costs incurred but not yet invoiced, prepayments for costs paid in advance, depreciation on fixed assets, stock movements where you hold inventory, and the Corporation Tax charge accruing. Without these the profit figure swings with payment timing and says little about performance.
Do I need bookkeeping with you to have management accounts?
It is simplest if we do the bookkeeping because the figures are current and we know the file, but we can produce management accounts from a well-kept file maintained by you or another bookkeeper. The pack is only as good as the bookkeeping, so if the records are behind we say so first.
What is in the pack?
Profit and loss for the period and year to date against budget or prior year, balance sheet with the main positions explained, cash movement, aged debtors and creditors, and a written commentary of a page or so on what changed and why. The £149 package adds a KPI dashboard; the £199 package adds a review call each period.
What is the difference between management accounts and statutory accounts?
Statutory accounts are the annual filing to Companies House, prepared to a legal format and backward-looking. Management accounts are internal, produced monthly or quarterly, in whatever format helps you run the business, with commentary and comparisons. They are not filed anywhere and exist to inform decisions.
How do I get started from Aldershot?
Message us on WhatsApp or email with a sentence about your business and what you need. We reply in working hours with any questions and a fixed fee for management accounts. Once you confirm, we tell you exactly which records to send and the work begins. Most Aldershot clients are set up within a day.
Which deadlines matter most for management accounts?
The next four dates that apply to management accounts are shown at the top of this page, calculated from today. For Aldershot clients we diarise every one of them from the day you join and send reminders before each, so the work is done in good time rather than in the last week before a penalty.
Start the conversation from Aldershot
Tell us what you need. You get one fixed fee in writing, and nothing is filed until you approve it.