Management accounts in Truro — from £99/mo, fixed.
Decisions need current numbers. We produce monthly management accounts for Truro businesses that owners actually read: what moved, why, and what to watch. Covering South West including Hendra Barton, Kenwyn, Malabar Housing Estate.
Management Accounts for Truro — done properly, entirely online
Growing businesses in Truro 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
Why choose Bohzo Accountants in Truro?
Before we touch anything for a Truro 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
A high-street accountant in South West typically bills by the hour, meets by appointment and prices each extra question. 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 Truro.
There's no office to fund in Truro 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 Truro: from first message to filed
A WhatsApp message from Truro 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 Truro. 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 Truro as anywhere — by design
Whether your business trades from Truro itself or you simply live there and work everywhere, the tax rules are national — and so are we. Truro clients get the same preparers, the same fixed fees and the same deadline tracking as every other town on this site.
Smaller towns like Truro 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 Truro
Truro is part of South West, in the TR1 postcode area, with Hendra Barton its nearest neighbour — about 0.5 miles to the north-west. If you're comparing local options from Truro, it helps to see the map the way we do — one service area, no travel involved.
| Nearby | Distance from Truro | Direction |
|---|---|---|
| Hendra Barton | 0.5 miles | north-west |
| Kenwyn | 0.8 miles | north-west |
| Malabar Housing Estate | 1.1 miles | west |
| Calenick | 1.1 miles | south |
| Higher Town | 1.1 miles | west |
Distances are straight-line, between place centres. Every listed place — and everywhere between — is served online at the same fixed fees.
Truro 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 Truro?
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 Truro or anywhere else in South West.
I searched "management accounts near me" — is this service really local to Truro?
Truro 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 Truro town centre or the edge of South 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.
From our inbox: what Truro businesses ask us
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.
The tax-free dividend allowance is down to £500, so almost any director taking dividends now pays some dividend tax — and needs a Self Assessment return to report it. The classic small-salary-plus-dividends strategy still works; it just needs actual planning rather than folklore.
Online Self Assessment returns are due by 31 January, along with any balancing payment — and HMRC's £100 penalty applies the moment the deadline passes, even if you owe nothing. Most Truro clients who come to us in January still file on time; the records just need to arrive before the last week.
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.
Company deadlines run off your accounting year end, not the tax year: corporation tax is payable nine months and one day after year end, and the CT600 return is due twelve months after. Confusingly, the payment is due before the return — a sequencing quirk that catches new directors.
If your last Self Assessment bill was over £1,000, HMRC usually asks for next year's tax in advance — half on 31 January, half on 31 July. It's the number-one cause of "why is my bill double?" calls, and it's manageable: if your income has dropped, the payments can be reduced with a claim.
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 Truro stopped being the differentiator the day filings went electronic.
HMRC runs nudge-letter campaigns to crypto holders based on exchange data. If there are undeclared gains in past years, a voluntary disclosure is dramatically cheaper than waiting for the letter — penalties are scaled to cooperation.
General guidance, not personal advice — thresholds and dates change. For advice on your own position in Truro, message us and we'll answer against your actual numbers.
Management Accounts near Truro
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