Management accounts in Caerphilly — from £99/mo, fixed.
Year-end accounts tell you what happened 10 months ago. Management accounts tell Caerphilly businesses what's happening now — margins, cash, trends — every month or quarter, with commentary in plain English. Fixed fees, serving Caerphilly and Penmaen, Woodfield Park, Woodfieldside.
Management Accounts for Caerphilly — done properly, entirely online
Growing businesses in Caerphilly making real decisions — hiring, pricing, borrowing, expanding — and businesses whose bank or investors expect regular numbers.
What's included
- Profit and loss, balance sheet and cash summary each period
- Plain-English commentary — what changed and why it matters
- Margin and KPI tracking tailored to your business
- Budget vs actual once a budget exists (we'll help build one)
- Board- or bank-ready packs when you need them
What Caerphilly gets with Bohzo Accountants
We track every HMRC and Companies House date that applies to you, so you don't have to.
Your fee is agreed before any work starts and never changes mid-job. No hourly billing, ever.
Records in over the portal or WhatsApp, approvals from your phone, filings sent electronically — Caerphilly to HMRC without a single appointment.
Bohzo Accountants trades as Bohzo Ltd, registered in the UK under Company No. 15031604 — check us on Companies House any time.
Compare our fixed management accounts fees
| Your situation | Fixed fee |
|---|---|
| Quarterly pack: P&L, balance sheet, commentary | £99/quarter |
| Monthly pack | £99/mo |
| Monthly pack + KPI dashboard | £149/mo |
| Monthly pack + review call | £199/mo |
“From” pricing reflects the simplest case; anything more complex is quoted as a fixed fee in writing before work begins — and never changes after.
Online accountants vs the high street
Traditional firms around Wales still run on hourly billing, office appointments and fees you discover after the work. Our model inverts that: the fee is fixed and written down before work begins, questions are part of the service rather than billable events, and everything happens online — the reason Caerphilly pays the same as everywhere else.
There's no office to fund in Caerphilly and no office to visit: records travel through our secure portal or WhatsApp, approvals happen on your phone, and filings go to HMRC and Companies House electronically. You get the same qualified work — minus the overheads, the travel and the surprises on the invoice.
Management Accounts in Caerphilly: from first message to filed
WhatsApp or the enquiry form — describe what you need and roughly what your records look like. Two minutes.
You get one written fixed price before anything begins — and if your case is unusual, we price that honestly up front.
Onboarding is a phone job: verify identity, sign the engagement letter, upload records. Nothing needs you to leave Caerphilly.
You review everything first. Then it goes to HMRC electronically and you get confirmation immediately.
The same service in Caerphilly as anywhere — by design
We built this service so that someone in Caerphilly never pays a premium — or accepts worse service — because of geography. Same specialists, same published fees, same speed, wherever in Wales you are.
A lot of our Wales clients switched from local firms after one too many surprise invoices. The fix wasn't a cheaper local firm; it was removing the billing model that produces surprises. Fixed fees, in writing, before the work — that's the whole trick.
Where we work around Caerphilly
Caerphilly is part of Wales, in the NP12 postcode area, with Penmaen its nearest neighbour — about 0.2 miles to the west. Wherever you are around Caerphilly, the numbers below are why "near me" matters less than it used to — every place in the list gets the same service, the same day.
| Nearby | Distance from Caerphilly | Direction |
|---|---|---|
| Penmaen | 0.2 miles | west |
| Woodfield Park | 0.4 miles | west |
| Woodfieldside | 0.5 miles | west |
| Rhiw Syr Dafydd | 0.5 miles | north |
| Oakdale | 0.7 miles | north-east |
Distances are straight-line, between place centres. Every listed place — and everywhere between — is served online at the same fixed fees.
Caerphilly management accounts FAQs
What's the difference between management and statutory accounts?
Statutory accounts are the annual, backward-looking filing for Companies House. Management accounts are for you: frequent, current, and focused on decisions — margins by product, overhead trends, cash runway. Different job entirely.
Do I need bookkeeping in place first?
Yes — management accounts are only as good as the underlying records. If your books need work we'll bundle bookkeeping in, so the numbers are trustworthy from the first pack.
Monthly or quarterly?
Quarterly suits stable businesses watching trends; monthly earns its keep when cash is tight, growth is fast or decisions are frequent. Start quarterly and step up — the packs are designed to switch cleanly.
Do I need to visit an office in Caerphilly?
No — there's nothing to visit and nothing to print. We're an online firm: records go through our secure portal or WhatsApp, and everything is filed electronically. It works the same whether you're in Caerphilly or anywhere else in Wales.
I searched "management accounts near me" — is this service really local to Caerphilly?
Caerphilly is fully covered, yes. The work is done online, which in practice means more local than an office: same-day replies instead of appointment slots, and the same published fixed fee whether you're in Caerphilly town centre or the edge of Wales. If you'd rather talk it through first, WhatsApp us — a real person answers.
Who will actually handle my management accounts?
Bohzo Accountants — a trading name of Bohzo Ltd, a registered UK company (No. 15031604). You get a named contact, a fixed fee in writing, and nothing is filed until you've reviewed and approved it.
How do your fixed fees work?
You tell us your situation, we quote one fixed price in writing before any work starts, and that price never changes mid-job. If your case is unusually complex we'll say so up front and agree a different fixed price — but the fee is always agreed before we begin, never after.
Tax, briefly — the parts that affect Caerphilly
Most self-employed people under-claim. Use of home, mileage at HMRC's approved rates, phone and broadband apportionment, trade subscriptions, training that updates existing skills — legitimate deductions left on the table add up to real tax overpaid year after year.
The £90,000 VAT threshold is measured over any 12-month rolling window, so a strong few months can tip you over mid-year. There's a 30-day window to register once you cross it; miss that and HMRC can backdate the liability to when you should have registered.
The first hire brings PAYE registration, Real Time Information submissions every payday, workplace pension auto-enrolment and payslips that must be right. It's all completely manageable — as a monthly routine run by software, not a monthly crisis.
Filing early doesn't mean paying early: submit a return in May and the tax is still not due until the usual dates. Early filing buys certainty, refund speed and time to arrange payment — it costs nothing.
The best time to switch is after a filing, but it works at any point in the year. What matters is not letting a looming deadline stop you: a new firm can usually pick up an in-flight year faster than you'd think.
Plenty of people incorporate too early because it "sounds established", then pay for accounts, confirmation statements and payroll they didn't need. The switch pays for itself at the right profit level — the trick is knowing yours.
A limited company juggles two regulators: Companies House wants accounts within nine months of year end, HMRC wants corporation tax paid at nine months and a day. Same starting point, different documents — and late filing penalties at Companies House escalate automatically and are rarely cancelled.
Selling a rental property triggers capital gains tax with a tight reporting window — UK residential sales must be reported and the tax paid within 60 days of completion. It's one of the easiest deadlines in the whole system to miss, and one of the most penalised.
General guidance, not personal advice — thresholds and dates change. For advice on your own position in Caerphilly, message us and we'll answer against your actual numbers.
Management Accounts near Caerphilly
Recent client feedback
Verified client reviews will appear here as engagements complete. We only ever publish genuine, verifiable feedback — no purchased or invented reviews, anywhere on this site.