Management accounts in Purley Oaks — from £99/mo, fixed.
For Purley Oaks (CR2) businesses ready to run on data instead of bank balance: management accounts with real commentary, at a fixed fee. Also serving Croham, Purley, Riddlesdown.
Management Accounts for Purley Oaks — done properly, entirely online
Growing businesses in Purley Oaks 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 Purley Oaks gets with Bohzo Accountants
Before we touch anything for a Purley Oaks 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.
Upload, approve, filed. The whole engagement runs from your phone or laptop, on your schedule rather than office hours.
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 London 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 Purley Oaks pays the same as everywhere else.
There's no office to fund in Purley Oaks 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 Purley Oaks: 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 Purley Oaks as anywhere — by design
Whether your business trades from Purley Oaks itself or you simply live there and work everywhere, the tax rules are national — and so are we. Purley Oaks clients get the same preparers, the same fixed fees and the same deadline tracking as every other town on this site.
Being in London, Purley Oaks clients often come to us comparing against firms charging central-London rates for the same compliance work. The work is identical; the overheads aren't — and since we carry no premises anywhere, our fees don't care about postcodes.
Where we work around Purley Oaks
Purley Oaks sits in the borough of Croydon (Purley Oaks & Riddlesdown ward), CR2 postcode area. If you're comparing local options from Purley Oaks, it helps to see the map the way we do — one service area, no travel involved.
| Nearby | Distance from Purley Oaks | Direction |
|---|---|---|
| Croham | 0.7 miles | north-east |
| Purley | 0.9 miles | south-west |
| Riddlesdown | 1.0 miles | south |
| South Croydon | 1.1 miles | north |
| Russell Hill | 1.2 miles | west |
Distances are straight-line, between place centres. Every listed place — and everywhere between — is served online at the same fixed fees.
Purley Oaks 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 Purley Oaks?
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 Purley Oaks or anywhere else in South London.
I searched "management accounts near me" — is this service really local to Purley Oaks?
Purley Oaks 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 Purley Oaks town centre or the edge of South London. 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.
Things worth knowing before your next filing
Most HMRC letters are routine — a statement, a code change, a reminder. The rule is simple: never ignore one, and never panic over one. Forwarded to your accountant the day it arrives, almost every letter is a five-minute job.
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 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.
HMRC requires records to be kept for at least five years after the filing deadline for the self-employed. Digital copies count. A cloud folder or app now beats a carrier bag of paper every time — for you and for any future enquiry.
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.
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.
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.
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.
General guidance, not personal advice — thresholds and dates change. For advice on your own position in Purley Oaks, message us and we'll answer against your actual numbers.
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