Management accounts in Nelson — from £99/mo, fixed.
Year-end accounts tell you what happened 10 months ago. Management accounts tell Nelson businesses what's happening now — margins, cash, trends — every month or quarter, with commentary in plain English. Fixed fees, serving Nelson and Bradley, Walverden Park, Little Marsden.
Management Accounts for Nelson — done properly, entirely online
Growing businesses in Nelson 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 Nelson gets with Bohzo Accountants
Before we touch anything for a Nelson client, the fee is in writing — and it stays put. Hourly billing doesn't exist here.
Upload, approve, filed. The whole engagement runs from your phone or laptop, on your schedule rather than office hours.
Bohzo Accountants is a trading name of Bohzo Ltd, Company No. 15031604.
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.
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 North West still run on hourly billing, office appointments and fees you discover after the work. We built the opposite: written fixed fees agreed up front, unlimited questions inside the price, and a fully online workflow — no premises anywhere, so no premises priced into your fee in Nelson.
There's no office to fund in Nelson 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 Nelson: 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 Nelson.
You review everything first. Then it goes to HMRC electronically and you get confirmation immediately.
The same service in Nelson as anywhere — by design
Whether your business trades from Nelson itself or you simply live there and work everywhere, the tax rules are national — and so are we. Nelson clients get the same preparers, the same fixed fees and the same deadline tracking as every other town on this site.
A lot of our North West 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 Nelson
Nelson is part of North West, in the BB9 postcode area, with Bradley its nearest neighbour — about 0.3 miles to the north-east. Geography still shapes who people call, so here's Nelson's: the same fixed-fee service covers every place on this list, at the same price.
| Nearby | Distance from Nelson | Direction |
|---|---|---|
| Bradley | 0.3 miles | north-east |
| Walverden Park | 0.4 miles | south-east |
| Little Marsden | 0.5 miles | south |
| Marsden, Little | 0.5 miles | south |
| Whitefield (Pendle) | 0.6 miles | west |
Distances are straight-line, between place centres. Every listed place — and everywhere between — is served online at the same fixed fees.
Nelson 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 Nelson?
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 Nelson or anywhere else in North West.
I searched "management accounts near me" — is this service really local to Nelson?
Nelson 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 Nelson town centre or the edge of North West. 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 notes our Nelson clients ask about most
The honest answer changes with your profits. At lower profits, sole trader simplicity usually wins; as profits grow, a limited company's mix of salary and dividends, corporation tax rates and liability protection starts earning its extra admin. We run the actual numbers before recommending either.
Status under IR35 turns on the reality of the engagement: control, substitution, mutuality of obligation. Contracts matter, but working practices matter more. A written status assessment for each engagement is cheap insurance.
UK residential property sales have their own regime: report and pay within 60 days of completion, separately from Self Assessment. Other gains report annually. Mixing up the two timetables is a common and expensive mistake.
Some businesses register for VAT before they must — reclaiming input VAT can be worth it if your customers are VAT-registered themselves. Others should stay below deliberately. It's a real decision with real numbers, not a formality.
Compliance checks are usually specific: one return, one figure, one question. Answered promptly and with evidence, most close quickly. The expensive enquiries are the ones that started as unanswered letters.
People stay with the wrong accountant for years because switching feels disruptive. In practice the profession has a standard handover process — clearance letters, copies of prior returns and working papers — and the new firm drives it, not you.
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.
Compare accountants on the things that bite later: is the fee fixed and written down, what exactly is included, who does the work, how fast do they answer in January. Proximity to Nelson stopped being the differentiator the day filings went electronic.
General guidance, not personal advice — thresholds and dates change. For advice on your own position in Nelson, message us and we'll answer against your actual numbers.
Management Accounts near Nelson
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