Phoenix - Your AI AssistantPrepare a monthly management accounts pack for your business
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What you get with this Offer
This service includes:
• Profit & Loss Statement
• Balance Sheet
• Cash Flow Summary
• Key financial insights and commentary
• Identification of trends and areas requiring attention
This offer is ideal for sole traders, freelancers, contractors and small businesses looking for clear, accurate and actionable financial information.
Benefits of this service:
• Better visibility of business performance
• Improved decision-making
• Greater control over cash flow
• Clear understanding of profitability
• Professional financial reporting
What I need from you:
• Accounting records or bookkeeping data
• Bank statements (if applicable)
• Any existing financial reports
• Details of the reporting period required
I am a fully qualified ACCA accountant with experience in management accounting, financial reporting, budgeting, forecasting and financial analysis.
What the Freelancer needs to start the work
To get started, please provide:
• A brief overview of your business and requirements
• Any relevant financial information, reports or supporting documents
• Access to any accounting software, spreadsheets or records required for the engagement
• Details of any specific objectives, issues or deadlines you would like me to address
Once I have reviewed the information provided, I will confirm the scope of work and begin the engagement.
Please note that this offer is based on the scope outlined in the service description. If additional work is required beyond the stated scope, I will discuss this with you before proceeding.
All information will be treated confidentially and used solely for the purpose of completing the engagement.