Management accounts in Halesowen — from £99/mo, fixed.
For Halesowen (B63) businesses ready to run on data instead of bank balance: management accounts with real commentary, at a fixed fee. Also serving Towns End, Short Cross, Furnace Hill.
Management Accounts for Halesowen — done properly, entirely online
Growing businesses in Halesowen 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 Halesowen gets with Bohzo Accountants
Upload, approve, filed. The whole engagement runs from your phone or laptop, on your schedule rather than office hours.
Before we touch anything for a Halesowen client, the fee is in writing — and it stays put. Hourly billing doesn't exist here.
Every filing date that applies to you goes in our diary the day you join — and we chase the records, not the other way round.
Bohzo Accountants is a trading name of Bohzo Ltd, Company No. 15031604.
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 West Midlands 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 Halesowen pays the same as everywhere else.
There's no office to fund in Halesowen 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 Halesowen: from first message to filed
Start with a message — no forms, no phone queue. Tell us what needs doing and we take it from there.
One fixed price before any work starts. Complex case? We say so now, not on the invoice.
The legal bits — ID verification, engagement letter — happen online in minutes, then your records come in via the portal or WhatsApp.
We prepare, you check and approve, we submit — and you get the HMRC confirmation the same day it's filed.
The same service in Halesowen as anywhere — by design
Whether your business trades from Halesowen itself or you simply live there and work everywhere, the tax rules are national — and so are we. Halesowen clients get the same preparers, the same fixed fees and the same deadline tracking as every other town on this site.
Smaller towns like Halesowen are exactly why we work online: the nearest high-street firm may be a drive away, keep office hours, and price like scarcity. Your accountant should be as close as your phone — and priced like competition exists.
Where we work around Halesowen
Halesowen is part of West Midlands, in the B63 postcode area, with Towns End its nearest neighbour — about 0.1 miles to the west. Halesowen clients often ask whether we also cover the surrounding villages and towns. We do — here's what "nearby" actually looks like from Halesowen.
| Nearby | Distance from Halesowen | Direction |
|---|---|---|
| Towns End | 0.1 miles | west |
| Short Cross | 0.5 miles | north-west |
| Furnace Hill | 0.6 miles | north |
| Hawne | 0.7 miles | north-west |
| Hasbury | 0.8 miles | west |
Distances are straight-line, between place centres. Every listed place — and everywhere between — is served online at the same fixed fees.
Halesowen 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 Halesowen?
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 Halesowen or anywhere else in West Midlands.
I searched "management accounts near me" — is this service really local to Halesowen?
Halesowen 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 Halesowen town centre or the edge of West Midlands. 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.
The short version of the rules that matter
The best salary-dividend mix moves with each year's thresholds and your other income. Setting it once in April — rather than guessing through the year — is one of the simplest pieces of planning a director can do.
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 July payment on account is the forgotten deadline: no return is due, but money often is. We diary it for every client it applies to, because HMRC charges interest from the day it's late even though nothing was "filed" late.
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.
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.
The capital gains annual exempt amount has shrunk to £3,000, which pulls far more ordinary disposals — shares, crypto, second properties — into reporting territory. Gains that once fell under the allowance now need a return, even when the tax due is modest.
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.
Good records aren't about neatness — they're about money: claims you can evidence, VAT you can reclaim, and an accountant who spends billable time on advice rather than sorting. Bank feeds plus a receipts app gets most small businesses to "tidy" in minutes a week.
General guidance, not personal advice — thresholds and dates change. For advice on your own position in Halesowen, message us and we'll answer against your actual numbers.
Management Accounts near Halesowen
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