Management information
- Monthly results review
- Management accounts where required
- Budget versus actual
- Margin and cost analysis
- Identification of material movements
Simpsons Cloud Accounting
Advisory & Finance Support
Management information, cash forecasting and accounting advisory support for owner-managed businesses that need more than bookkeeping and annual compliance.
Advisory & Finance Support
Finance support for decisions that happen between year ends.
For owner-managed businesses that need more than bookkeeping and annual compliance, but do not need a full-time finance director.
Once the accounting is current, the numbers can be used to help run the business. Advisory support provides regular access to an accountant for financial analysis, planning and improvement of the finance process.
Cash and planning
- Short-term cash forecasting
- Working-capital review
- Scenario analysis
- Planning around significant expenditure or growth
Director and tax planning
- Remuneration planning
- Dividend / salary interaction
- Corporation tax visibility
- Pension contribution planning where appropriate
- Timing of withdrawals and significant transactions
Finance-process improvement
- Bookkeeping and close controls
- Evidence and document process
- Xero workflow
- Expense and recharge controls
- Improving management information
Operating model
A defined retainer, not an open-ended promise.
Exact scope is agreed before engagement so the monthly capacity reflects the business's needs.
Initial setup£750–£1,500 + VAT
Monthly retainer£650–£1,250 + VAT / month
Typical capacityUp to 8 hours / month
Regular contact30–45 minute monthly review call
Response target2 business days
Professional scope
Accounting and finance support.
The service is designed around accounting, financial analysis, tax visibility and finance-process improvement. It does not imply regulated investment advice, legal advice or services outside Simpsons Cloud Accounting's professional scope.