Know your numbers. Every single month.
Most business owners make decisions based on the cash in the bank and not much else. That is a reasonable approach until it stops working. Monthly management accounts, delivered within 5 working days of month close, in plain English, change that. Fixed monthly fee, AAT Licensed, every enquiry reviewed personally by Annabel.
- Management accounts in your inbox within 5 working days of month close
- Plain English figures — what they mean and what to do next
- Commercial insight drawn from 16 years working inside real businesses
- Cloud-based via Xero — works wherever your business is based
No long-term contract. If it is not working after three months, you leave with clean, current books and nothing owed.
Get a free quote
Fixed monthly fee. Response within 1 working day.
What our clients say
★★★★★
Fixed Mistakes, Saved Thousands
“She has fixed so many lazy, unprofessional mistakes by my old accountant by being so meticulously thorough, offering amazing business advice & has saved me thousands.”
★★★★★
Changed Accountants Without the Stress
“She has made the whole process of changing accountants so smooth and stress-free. Her step-by-step guidance and clear communication made everything easy to follow.”
★★★★★
Set Mind at Ease From Day One
“The support and advice I have had has been extremely helpful and has set my mind at ease knowing that any problems or queries I have will be handled or answered.”
★★★★★
Genuinely Cares About Your Business
“I 100% trust Annabel & she proves time & time again why it was the best move for my business to switch to her.”
Growing fast, but flying blind on the numbers?
Revenue is moving in the right direction. Headcount is up. But when it comes to the actual financial picture — margin, cash position, where the profit went — it is guesswork. Most businesses in this position are making consequential decisions on instinct. That is manageable when you are small. It becomes a problem when it is not.
- Month-end passes and you still do not know how profitable last month was
- Cash in the bank is your only real financial dashboard
- Your accountant sends numbers once a year, after the fact, when it is too late to act
What decision-ready looks like
Management accounts give you the numbers that matter, in a format you can actually use, on a timetable that is useful. Not once a year. Not six weeks after month-end. Within 5 working days, every month, with a plain English explanation of what they mean.
- Month-end figures in your inbox within 5 working days — every single month
- Profit, margin and cash position tracked monthly, not just at year-end
- Commercial commentary on what the numbers mean and what to consider next
- Fixed monthly fee — scoped to your business, no surprises
What clients say about working with Annabel
Businesses across Dorset, Hampshire and the UK — from start-ups to established companies — on what changes when the numbers are finally clear.
I switched accountants to work with Annabel because I felt she truly cared about helping businesses to take control of their finances. She opened my eyes to how an accountant actually should work with you! She has fixed so many lazy, unprofessional mistakes by my old accountant by being so meticulously thorough, offering amazing business advice & has saved me thousands! She even went through my dad’s accounts who had been through liquidation & had a really tough time just because she cared & wanted to see if she could help. I 100% trust Annabel & she proves time & time again why it was the best move for my business to switch to her. I highly recommend her to anyone who is looking for someone who genuinely cares, who is meticulously thorough & offers great advice!
I have recently had the pleasure of the wonderful service of Annabel, appointed as my bookkeeper and accountant. Having never been self employed or a limited company before, the support and advice I have had has been extremely helpful and has set my mind at ease knowing that any problems or queries I have will be handled or answered. Friendly, supportive and very quick to respond to any queries or sort advice. I would 100% recommend.
Monthly management accounts — what is included
Each engagement is scoped around what the business actually needs. Below is what management accounts from Next Level typically covers, every month.
Decision-Ready Monthly Figures
Profit and loss, balance sheet and cash position prepared and delivered within 5 working days of month close. Figures are reconciled, current and accurate — not a rough cut from unreconciled data. You know where you stand before the next decision needs making.
Delivered within 5 working daysPlain English Commercial Commentary
The numbers on their own are not the point. Each set of management accounts comes with a clear explanation of what has changed, what it means for the business, and what, if anything, warrants attention. No jargon, no overwhelming spreadsheet dumps.
Included as standardXero Cloud Accounting Included
Management accounts are built on live, accurate data via Xero — bank feeds, reconciliation and month-end close handled as part of the service. You have real-time access to your figures at any point in the month, not just when the accounts land.
Cloud-based via XeroConsistently five stars across every engagement
From start-up founders to established businesses switching accountants — the consistent theme is clarity, thoroughness, and advice that actually makes a difference.
Saved Thousands, Fixed Years of Errors
“She has fixed so many lazy, unprofessional mistakes by my old accountant by being so meticulously thorough, offering amazing business advice & has saved me thousands!”
Smooth Switch, Clear Guidance Throughout
“She has made the whole process of changing accountants so smooth and stress-free. Her step-by-step guidance and clear communication made everything easy to follow, even for someone who does not naturally “speak accounts.””
Support and Advice Set Mind at Ease
“The support and advice I have had has been extremely helpful and has set my mind at ease knowing that any problems or queries I have will be handled or answered.”
Not your average accountants
There are plenty of accountants who will file your year-end and send you a bill. The difference here is what happens in between.
Inside-the-business experience
Annabel spent 16 years working inside real businesses at a strategic and operational level — not processing numbers from a distance. That changes the quality of the advice. The commentary on your management accounts is written by someone who has sat on your side of the desk and understands what the numbers mean for the decisions you are actually facing.
Up and running in three straightforward steps
Most clients are receiving their first set of management accounts within a few weeks of the initial call. Here is how it works.
A free discovery call
A free, no-obligation 20-30 minute call. Annabel asks about your business, your current setup and what’s keeping you up at night — no scripts, no pitch deck. You get honest advice whether you become a client or not.
A proposal built for you
A proposal built around your specific situation — not a template tier. Scoped to what your business actually needs, with a clear fee and no surprises. You know exactly what you are getting and what it costs before anything is agreed.
Onboard and hand over
We take the admin off your plate — a smooth transition from your current setup or previous accountant, handled entirely by us, so your books are running properly from day one. There is very little you need to do.
Numbers you can actually use
From your first month-end, management accounts land in your inbox within 5 working days, with a plain English explanation of what they mean. You spend less time wondering where the money went and more time using that information to run the business.
“Working with Annabel has been fantastic. She has made the whole process of changing accountants so smooth and stress-free. Her step-by-step guidance and clear communication made everything easy to follow, even for someone who does not naturally “speak accounts.” Annabel’s energy, passion, and genuine desire to help people understand their business finances really shine through in everything she does. Her support and knowledge have been superb, and I now see her as a vital part of my business and its continued growth. Thank you, Annabel, for all your help; you truly live up to your company name!”
Things people usually ask before getting in touch
What exactly is included in your management accounts service?
Each month you receive a profit and loss account, balance sheet and cash position — reconciled, accurate and delivered within 5 working days of month close. Alongside the figures, you receive a plain English commentary covering what has changed, what it means for the business, and anything that warrants attention. The underlying bookkeeping is handled as part of the service via Xero, so the figures are built on clean, current data rather than a rough cut.
How much does it cost?
Fees are scoped to each client’s specific situation and discussed on the free discovery call. There is no published price list — the proposal is built around what your business actually needs, not a template tier. You will know the fixed monthly fee before anything is agreed, and there are no add-on charges for the things that are part of the service.
My books are behind and a bit of a mess. Can you still help?
Yes, and it is a reasonably common starting point. Before management accounts can be delivered reliably, the underlying bookkeeping needs to be accurate and current. If there is a backlog, that is assessed as part of the onboarding conversation and any catch-up work is scoped and costed separately so you know what is involved before committing. Most clients are in a position to receive their first set of management accounts within a few weeks of starting.
Is there a long-term contract?
No. There is no long-term tie-in. Engagements are typically reviewed every few months, and if the arrangement is not working for any reason, you leave with clean, current books and nothing owed beyond the current period. The aim is that the service is worth staying for on its own terms.
How are the management accounts actually delivered — and what do they look like?
Accounts are prepared in Xero and delivered in a clear, readable format — typically a PDF summary alongside access to the live data. The format is deliberately plain: the figures that matter, a brief commentary, and a note on anything that warrants a conversation. If you want to talk through the numbers, that is part of the service — not a chargeable add-on.
Can management accounts help with tax planning, not just reporting?
Yes, and that is partly the point. When you have accurate monthly figures, your tax position for the year becomes visible well before the year-end deadline. That means salary and dividend decisions, investment timing, and any other tax-sensitive choices can be made with current information rather than retrospective guesswork. Corporation tax planning is built into the ongoing service, not left to a year-end conversation.
Related services for growing businesses
Stop guessing what last month looked like. Know for certain.
Monthly management accounts delivered within 5 working days of month close. Plain English. Commercial commentary. Fixed monthly fee. Book a free, no-obligation call to find out what is involved for your business.