Management accounts in Whitchurch — from £99/mo, fixed.
Year-end accounts tell you what happened 10 months ago. Management accounts tell Whitchurch businesses what's happening now — margins, cash, trends — every month or quarter, with commentary in plain English. Fixed fees, serving Whitchurch and Dodington, Alkington Gardens, Waymills.
Management Accounts for Whitchurch — done properly, entirely online
Growing businesses in Whitchurch 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 Whitchurch?
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.
Before we touch anything for a Whitchurch 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.
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 West Midlands typically bills by the hour, meets by appointment and prices each extra question. 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 Whitchurch pays the same as everywhere else.
There's no office to fund in Whitchurch 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 Whitchurch: 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 Whitchurch.
You review everything first. Then it goes to HMRC electronically and you get confirmation immediately.
The same service in Whitchurch as anywhere — by design
Whether your business trades from Whitchurch itself or you simply live there and work everywhere, the tax rules are national — and so are we. Whitchurch 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 West Midlands 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 Whitchurch
Whitchurch is part of West Midlands, in the SY13 postcode area, with Dodington its nearest neighbour — about 0.2 miles to the south-east. Wherever you are around Whitchurch, the numbers below are why "near me" matters less than it used to — every place in the list gets the same service, the same day.
| Nearby | Distance from Whitchurch | Direction |
|---|---|---|
| Dodington | 0.2 miles | south-east |
| Alkington Gardens | 0.4 miles | south |
| Waymills | 0.6 miles | east |
| Chemistry | 0.7 miles | west |
| Brooklands | 0.8 miles | north-west |
Distances are straight-line, between place centres. Every listed place — and everywhere between — is served online at the same fixed fees.
Whitchurch 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 Whitchurch?
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 Whitchurch or anywhere else in West Midlands.
I searched "management accounts near me" — is this service really local to Whitchurch?
Whitchurch 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 Whitchurch town centre or the edge of West Midlands. 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
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.
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.
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.
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.
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 Whitchurch clients who come to us in January still file on time; the records just need to arrive before the last week.
The first hire brings PAYE registration, Real Time Information submissions every payday, workplace pension auto-enrolment and payslips that must be right. It's all completely manageable — as a monthly routine run by software, not a monthly crisis.
The £90,000 VAT threshold is measured over any 12-month rolling window, so a strong few months can tip you over mid-year. There's a 30-day window to register once you cross it; miss that and HMRC can backdate the liability to when you should have registered.
General guidance, not personal advice — thresholds and dates change. For advice on your own position in Whitchurch, message us and we'll answer against your actual numbers.
Management Accounts near Whitchurch
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