Management Accounts

David Owen & Co Management Accounts Team are skilled and experienced at producing timely and reliable financial information tailored to your business’ needs, which allows you to make informed decisions affecting the direction of your business.

We can prepare your management accounts on a monthly, quarterly or six monthly basis in accordance with your policies and requirements either on or offsite. The accounts provide a comparison to previous periods, as well as to budgets if available allowing you to monitor and improve performance and can also be requested by your bank, H M Revenue and Customs or other third parties.

Our management accounts service includes:

  • Profit and loss statements
  • Balance sheets
  • Annual budget and forecasts
  • Variance reports
  • Accruals & prepayment schedules
  • Intercompany charges & reconciliations (if appropriate)
  • Follow up meetings to discuss results and implement any changes

We specialise in
  • Agriculture

    Farming and rural businesses continue to face a variety of challenges in what is a rapidly changing industry. Our specialist team of agricultural accountancy experts deliver trusted support to increase your profitability and minimise your tax liabilities.

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  • Charities

    With a wealth of charity clients, our specialist team of charity accountants is fully up-to-date with changes in accounting, tax and other legislation which affects charitable organisations, ensuring operational effectiveness and a positive impact on your beneficiaries.

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  • Legal

    With increasing amounts of rules, regulations and legislation, our specialist team provide tailored and added value accountancy services to the legal services sector, to help you maximise tax savings, promote growth and remain compliant.

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  • Academies

    With increasing numbers of schools converting to academies, our specialist knowledge and experience ensure that academies can confidently meet their new challenges and regulatory responsibilities, and are encouraged to grow and develop in an efficient way.

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Registered to carry on audit work in the UK and Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales