Fractional FD
Management accounts services provide tailored, regular financial reports – including P&L, balance sheets and cash flow – to help directors make data-driven business decisions.
Strategic Management Accounts for Better Decision‑Making
Year-end accounts tell you what happened. Management accounts help you decide what happens next.
FWD’s management accounts service is built around a simple principle: if you measure it, you can manage it.
Up-to-date, relevant, quickly produced information supports better decisions.
For owner-managed businesses and directors, that usually means moving towards a consistent monthly (or quarterly) view of performance – profit trends, cost movements, cash position, the underlying drivers that really move a business.
FWD provides monthly or quarterly management accounts, plus reporting of key performance indicators (KPIs) tailored to how you operate. We can also help you improve in-house systems so you can produce your own information, and provide training on how to get the most out of it.
Real visibility
Monthly profit trends, cost movements, cash position not guesswork. Regular business meetings
Tailored KPIs
Built around how your business grows commercially and operationally.
Practical answers
What's driving profit, where's margin slipping, what can we afford?
Advanced Management Reporting for Stakeholders and Strategic Decisions
For businesses with external stakeholders, we can supply management information to lenders, and where needed report on divisional results. We also support analysis like actual performance vs budget or comparative periods, plus costing information including break-even turnover levels – important when you’re making pricing decisions, considering investment, or planning recruitment.
The key difference with our FWD-thinking management accounts is the focus on usability.
We want the numbers to answer practical questions:
- What’s driving profit right now?
- Where is margin improving or slipping?
- What’s the break-even point if costs rise?
- What can we afford to hire or invest in?
- What needs attention before it becomes expensive?
For established businesses wanting a more strategic partner:
FWD’s Insight support can include regular financial reviews, consulting, and cashflow management/forecasting layered on top of strong management accounts.
Testimonials
What our clients say
“Jason, Dan, and all his team are great to work with
With and it’s obvious that they primarily have the clients interests at heart. In a professional capacity I have found FWD to be efficient, polite, helpful, approachable and willing to discuss with obvious knowledge on any subject regarding the various aspects of all business types.
Linda Hardee • Stationhouse Book-keeping
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