Monitor & Compare

These meetings are an opportunity to look at your accounts and compare how your business is doing now compared to similar periods previously.

Look Forward

We will discuss with you what you are looking to achieve for your business going forward and we will provide you the best advice to achieve those goals.


We are aware that any time spent with us is time spent not running your business so our meetings will be as concise as possible so you can get on with your work.

Why Do I need Review Meetings with you?

Because these review meetings are the only opportunity we have to review your accounts as a whole which is critical to understanding how your business is doing.

As part of these review meetings, we will produce a series of reports which will be presented to you at the meeting. These reports will then form the basis for our discussion and we will make an assessment of how your business is doing and if any steps need to be put in place either to correct any issues or to achieve any future goals you may have for your business.

These meetings can happen either quarterly or monthly and can either be done both virtually or in person if requested depending on how much support you feel your business needs.

Management Accounts

In the meeting, you will receive a set of management accounts. This includes:

  • Profit and loss report
  • Balance Sheet
  • Movements in Equity
  • Statement of Cash Flows
  • Aged Payable & Receivables Summary
  • Bespoke reports for you

We will cover everything with regards to bringing the accounts so you don’t need to bring anything.

However, do consider if you have any questions you want to ask and what future goals you are looking to achieve.


Do you have any questions about your tax return?


Redwood House,
Brotherswood Court,
Almondsbury Business Park,
BS32 4QW

Phone: 0117 440 6439
Request a Call Back

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