Clear financial insight to help you make informed business decisions
Statutory accounts tell you what happened in the past. Management accounts help you understand what’s happening now – and what’s likely to happen next.
For many business owners, the challenge isn’t working hard or generating sales – it’s knowing whether the business is truly performing well, whether cashflow is under control, and whether decisions are being made with the right information.
At Haupa Associates, we provide management accounts and advisory support designed to give business owners clarity, structure and confidence. We focus on practical insight, not numbers without explanation.
Who this service is designed for
Management accounts and advisory support are particularly suited to:
- Growing businesses that need better financial visibility
- Owner-managed companies making regular financial decisions
- Businesses with fluctuating cashflow
- Directors planning growth, investment or change
If you want to understand your numbers and use them to guide decisions, this service provides that insight.
What we do for you
Our management accounts and advisory service combines structured reporting with clear explanation.
Regular management accounts
We prepare regular management accounts – monthly or quarterly – depending on your needs.
These typically include:
- Profit & loss reports
- Balance sheet summaries
- Cashflow reporting
Reports are presented clearly and explained, so they’re useful rather than overwhelming.
Cashflow forecasting and budgeting
We help you look ahead by preparing:
- Cashflow forecasts
- Income and cost budgets
This helps you anticipate pressure points, plan spending and avoid surprises.
Costing and pricing insight
Understanding costs and margins is key to profitability.
We help review:
- Cost structures
- Pricing assumptions
- Variances between expected and actual results
This gives you better control over how the business performs.
Practical financial advice
Advisory support is grounded in real numbers.
We discuss what the figures mean for:
- Day-to-day decisions
- Growth planning
- Cashflow management
- Risk and sustainability
Advice is practical and relevant – not generic.
Why management accounts matter
Management accounts help you:
- Monitor performance throughout the year
- Spot issues early, before they escalate
- Improve cashflow control
- Make informed decisions with confidence
- Reduce reliance on guesswork
Without regular financial insight, many businesses rely on outdated figures or instinct alone.
How this fits with your wider accounting
Management accounts rely on accurate bookkeeping.
When bookkeeping is handled consistently, management accounts are more reliable and meaningful. Where records are incomplete, insight becomes limited.
That’s why management accounts work best as part of a joined-up accounting service.
Which package includes management accounts?
Management accounts and advisory support are included within our Advanced monthly package.
This package is designed for businesses that want:
- More than basic compliance
- Ongoing financial insight
- Support that grows with the business
👉 View our Pricing to see whether the Advanced package is right for you.
Clear scope and transparency
As with all our services:
- Pricing is clear and agreed upfront
- Accounting and payroll software is charged separately at cost, for full transparency
There are no hidden extras.
What we need from you
To get the most value from management accounts, we’ll typically need:
- Accurate and timely bookkeeping information
- Openness around business goals and challenges
- Willingness to review and discuss reports
The more collaborative the process, the more useful the insight becomes.
Why clients choose us for management accounts
Clients choose Haupa Associates because we provide:
- Clear, understandable reporting
- Insight grounded in real data
- Advice that’s practical, not theoretical
- Transparent scope and pricing
- Ongoing support, not just year-end contact
We aim to be a reliable financial sounding board, not just a compliance provider.
Book a free 30-minute review
If you want better visibility over your business finances or are considering management accounts, book a free 30-minute review.
We’ll discuss your goals, explain how this service works, and outline the right next steps – with no obligation.