Statutory annual accounts
Preparation of company accounts under the applicable UK reporting framework, coordinated with Companies House and tax requirements.
Overview
Reporting designed around the decisions management needs to make
Statutory accounts satisfy an important obligation, but management also needs timely information during the year. A useful reporting process should explain performance, working capital, cash movement and the reasons actual results differ from plan.
CBM Accounting prepares statutory and management information from a controlled accounting close. Reports are tailored to the size and complexity of the organisation, with consistent definitions and commentary that make the figures easier to understand.
How we help
What our Financial Reporting service covers
Choose a focused assignment or combine the areas you need into one coordinated service.
Management accounts
Monthly or quarterly reporting packs covering profit and loss, balance sheet, cash flow and agreed operational measures.
Budgets and forecasts
Integrated financial plans based on business assumptions, expected activity, investment and funding requirements.
Cash-flow reporting
Short and medium-term cash projections, working-capital analysis and visibility over key payment commitments.
Variance analysis
Comparison of actual results against budget, prior periods or targets, with explanations of material movements.
KPI dashboards
Focused financial and non-financial measures designed around the business model and management priorities.
Board and lender packs
Professional reporting for directors, investors, lenders or other stakeholders, using agreed information and formats.
Reporting process improvement
Month-end timetables, account ownership, reconciliations and controls that improve accuracy and reporting speed.
Who it is for
Designed for organisations and people who need reliable support
- Companies preparing annual statutory accounts
- Management teams needing monthly or quarterly visibility
- Businesses seeking finance or reporting to lenders
- Groups with multiple departments or entities
- Owners planning growth, investment or cost control
What you receive
Clear outputs, not scattered information
- Statutory accounts and supporting schedules
- Management reporting pack and commentary
- Budget or forecast model where agreed
- KPI definitions and reporting timetable
- Action list for control and reporting improvements
Our process
A controlled route from information to action
Responsibilities, review points and approvals are clear from the start.
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01
Define
We agree the reporting purpose, users, deadlines, accounting framework and decisions the information must support.
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02
Close
Balances are reconciled and accounting adjustments are completed through a repeatable period-end process.
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03
Report
Financial statements, KPIs and commentary are prepared in the agreed format.
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04
Review
Results are discussed, questions resolved and the reporting process refined as the business changes.
Why CBM Accounting
Professional advice, delivered in a practical way
Joined-up expertise
Accounting, tax, payroll and compliance work can be coordinated through one team rather than handled in isolation.
Clear communication
You receive concise information requests, visible action points and explanations that support a decision.
Controlled delivery
Agreed timetables, review procedures and approval stages reduce deadline pressure and avoidable errors.
Support that develops
The service can expand from routine compliance to reporting and advisory support as your needs become more complex.
Frequently asked questions
Questions clients often ask
Every situation is different. These answers provide a practical starting point, and we confirm the position after reviewing the facts.
Ask our team a questionWhat is the difference between statutory and management accounts?
Statutory accounts follow legal and reporting requirements and are normally prepared annually. Management accounts are internal reports produced more frequently and tailored to operational decisions.
How often should management accounts be prepared?
Monthly reporting suits businesses that need close cash and performance control. Quarterly reporting may be proportionate for smaller or less complex organisations. We recommend a frequency after assessing the decision cycle.
Can you prepare forecasts for a bank or investor?
Yes. We can prepare or review integrated forecasts and reporting packs using assumptions agreed with management. We clearly identify the basis, sensitivities and limitations of projected information.
Can reports be tailored by department or project?
Yes, where the accounting records capture reliable tracking information. We can help design departments, classes, projects or cost centres before building the report.
Will you explain the figures to directors?
Yes. Reporting has greater value when movements and implications are understood, so review meetings or commentary can be included in the agreed service.
Speak with an adviser
Make the next financial decision clearer.
Tell us what you need, what is due and where the current process is causing difficulty. Our UK team will explain the most practical next step.