Management accounts in Perth — from £99/mo, fixed.
Decisions need current numbers. We produce monthly management accounts for Perth businesses that owners actually read: what moved, why, and what to watch. Covering Scotland including Bridgend (Perth and Kinross), Kinnoull, Craigie.
Management Accounts for Perth — done properly, entirely online
Growing businesses in Perth 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 Perth gets with Bohzo Accountants
Before we touch anything for a Perth 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 Scotland 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 Perth at fees a walk-in office can't match.
There's no office to fund in Perth 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 Perth: from first message to filed
A WhatsApp message from Perth is enough to start: what you need, what shape your records are in, any deadline you're worried about.
The quote arrives in writing, covers everything discussed, and is the number you'll actually pay. No revisions later.
Identity checks, engagement letter, secure record upload — all handled from wherever you are in Perth. We chase whatever's missing.
Nothing is filed until you've seen and approved it. Once you have, submission is electronic and confirmation comes straight back.
The same service in Perth as anywhere — by design
Whether your business trades from Perth itself or you simply live there and work everywhere, the tax rules are national — and so are we. Perth 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 Scotland 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 Perth
Perth is part of Scotland, in the PH1 postcode area, with Bridgend (Perth and Kinross) its nearest neighbour — about 0.5 miles to the north-east. Geography still shapes who people call, so here's Perth's: the same fixed-fee service covers every place on this list, at the same price.
| Nearby | Distance from Perth | Direction |
|---|---|---|
| Bridgend (Perth and Kinross) | 0.5 miles | north-east |
| Kinnoull | 0.7 miles | east |
| Craigie | 0.8 miles | south-west |
| Gannochy | 0.9 miles | north-east |
| North Inch | 0.9 miles | north-west |
Distances are straight-line, between place centres. Every listed place — and everywhere between — is served online at the same fixed fees.
Perth 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 Perth?
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 Perth or anywhere else in Scotland.
I searched "management accounts near me" — is this service really local to Perth?
Perth 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 Perth town centre or the edge of Scotland. 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.
From our inbox: what Perth businesses ask us
If a return is late because HMRC asked for one you don't actually need, it can sometimes be withdrawn entirely — penalties included. And where there's a genuine reasonable excuse, appeals succeed more often than people expect. The wrong move is ignoring the letters.
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.
Scam "HMRC" messages outnumber real ones — HMRC doesn't demand payment by gift card or threaten arrest by text. Real letters have reference numbers that we can verify directly with HMRC before anyone responds.
Every year a wave of returns gets filed in the final days of January. It works, but it's the most expensive way to do it: no time to check for missed reliefs, and any tax due lands as one surprise. Sending your records early — even unsorted — is the single best gift you can give your January self.
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.
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.
The trading allowance means up to £1,000 of gross side income per year can be tax-free with no return needed. Above that, registration and reporting kick in — and platforms now report seller data to HMRC, so "under the radar" isn't a strategy any more.
Subcontractors under the Construction Industry Scheme have 20% deducted at source — often more than their final tax bill once expenses and the personal allowance are counted. That's why CIS refunds are so common: the average claim is well into four figures, but only if the deduction statements are all gathered.
General guidance, not personal advice — thresholds and dates change. For advice on your own position in Perth, message us and we'll answer against your actual numbers.
Management Accounts near Perth
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.