Management Accounts Outsourcing for UK Accounting Firms
Keep Recurring Management Reporting on Schedule
We prepare management accounts for UK accounting practices, ready for your team to review and share with clients.
Clients Served
A 4.9+ client rating, and your firm keeps review and sign-off.
What We Need From Your Practice
- Current bookkeeping records
- Trial balance & Known adjustments
- Bank and control-account information
- Previous management accounts
- Existing reporting template
- Budget information where relevant
- Practice instructions & Reporting deadline
Why Firms Choose SHRM
- Your format: We follow the reporting layout and schedules your firm already uses.
- You keep client reporting: Your team reviews the pack and presents it to your client.
- Reliable schedule: Monthly or quarterly delivery, agreed around your cut-off dates.
- Behind your brand: Your clients deal with you. We stay in the background.
What Our Management Accounts Outsourcing Covers
Management accounts preparation
Recurring reports prepared from the records you supply, in a format agreed up front.
Profit and loss and balance sheet
Reporting supported by the underlying records and reconciliations.
Account reconciliations
Agreed bank, ledger and balance-sheet reconciliations before the pack reaches your reviewer.
Cash flow and variance reporting
Where you already provide these reports, agreed cash flow or budget-versus-actual schedules.
Review-ready reporting pack
Work organised in the agreed format, with unusual items flagged for your team.
How Our Management Accounts Outsourcing Process Works
Free consultation and scope
Tell us what you want to hand over, your volumes and your deadlines. We confirm the scope and who does what.
Pilot batch
We prepare one reporting period first, so you can check the format and quality before we set up a regular schedule.
Prepare and raise queries
Missing information and unusual items are raised through one agreed channel.
Review and ongoing delivery
Finished work comes back with workings and notes. Your team reviews it, and we move to regular delivery once you're happy.
Need More Reporting Capacity?
Tell us which clients and reports you want to hand over, and we’ll talk through the scope.
Common Questions About Management Accounts Outsourcing
The reports and schedules agreed with you, usually a profit and loss and balance sheet with supporting reconciliations.
Yes. We confirm the layout and required schedules before preparation starts.
Monthly or quarterly. Tell us your cut-off dates and we'll set a schedule around them.
Your team does. We prepare it and your practice reviews it before it goes to the client.
