Management accounts in Newbury — from £99/mo, fixed.
For Newbury (RG14) businesses ready to run on data instead of bank balance: management accounts with real commentary, at a fixed fee. Also serving Speenhamland, Croft, North, North Croft.
Management Accounts for Newbury — done properly, entirely online
Growing businesses in Newbury 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 Newbury gets with Bohzo Accountants
Secure portal and WhatsApp — no office visits, no printing, no waiting rooms.
Quote first, work second: one written price that can't drift, however many questions you ask along the way.
Self Assessment, VAT quarters, accounts, confirmation statements — each deadline is tracked and chased by us, well before it's close.
We're Bohzo Ltd (Company No. 15031604) — a registered UK company you can look up, not an anonymous website.
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 South East still run on hourly billing, office appointments and fees you discover after the work. We work the other way round: one fixed fee agreed in writing before anything starts, every question included, and the whole engagement handled online — which is exactly why we can serve Newbury at fees a walk-in office can't match.
There's no office to fund in Newbury 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 Newbury: 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 Newbury as anywhere — by design
Newbury sits in South East (RG14), and like everywhere we serve, it gets the identical service and fee as central London — because nothing about our work depends on where you are. What matters is your situation, your records and your deadlines; all three travel over WhatsApp just fine.
Smaller towns like Newbury 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 Newbury
Newbury is part of South East, in the RG14 postcode area, with Speenhamland its nearest neighbour — about 0.3 miles to the north-east. Newbury clients often ask whether we also cover the surrounding villages and towns. We do — here's what "nearby" actually looks like from Newbury.
| Nearby | Distance from Newbury | Direction |
|---|---|---|
| Speenhamland | 0.3 miles | north-east |
| Croft, North | 0.3 miles | west |
| North Croft | 0.3 miles | west |
| West Fields | 0.5 miles | south-west |
| East Fields | 0.5 miles | south-east |
Distances are straight-line, between place centres. Every listed place — and everywhere between — is served online at the same fixed fees.
Newbury 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 Newbury?
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 Newbury or anywhere else in South East.
I searched "management accounts near me" — is this service really local to Newbury?
Newbury 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 Newbury town centre or the edge of South East. 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 Newbury
From April 2026, self-employed people and landlords with qualifying income over £50,000 move onto Making Tax Digital for Income Tax: digital records and quarterly updates to HMRC, not one annual return. The year before is the right time to get bookkeeping into shape.
Incorporation isn't a milestone, it's a calculation: corporation tax versus income tax and NICs, dividend taxation, what you need to draw versus what can stay in the company, and whether limited liability matters for your work. For some Newbury businesses it saves thousands; for others it's pure extra paperwork.
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.
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.
Dividends can only be paid from accumulated profits, and paperwork matters: board minutes and dividend vouchers, dated correctly. "Illegal dividends" isn't dramatic language — overdrawn payments can be reclassified, with tax consequences, if the profits weren't there.
If you contract through your own limited company, IR35 asks whether you'd be an employee without it. For medium and large clients, the status decision is theirs; for small clients, it's still yours — and getting it wrong in either direction costs money.
Timing disposals across tax years, using losses properly, and the spousal transfer rules can all legitimately reduce capital gains bills — but only before the sale. CGT planning after completion is just arithmetic.
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.
General guidance, not personal advice — thresholds and dates change. For advice on your own position in Newbury, message us and we'll answer against your actual numbers.
Management Accounts near Newbury
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