What are management accounts?

An income statement and balance sheet for a chosen period, prepared for internal management use, so you can see profitability and cash position between your annual financial statements.

Are management accounts audited?

No. They are prepared by a CA(SA) from your records for internal management use, and are not audited or independently reviewed.

How often should I prepare management accounts?

Monthly or quarterly is common. Funders and banks often ask for recent management accounts alongside your annual statements.

R900 - delivered within 48h

Management Accounts (Monthly / Quarterly)

You cannot run a business on a bank balance. A CA(SA) prepares a proper set of management accounts from your records (income statement, balance sheet, and a short commentary) so you can see profitability, cash position, and trends. Order monthly or quarterly for recurring visibility into your performance. Ideal for owners, boards, and funders who want interim numbers between annual statements. Many clients set up a monthly standing order so they run their business on real numbers, not guesses.

Income statement and balance sheet for the period (monthly or quarterly)
Short plain-language commentary on performance, cash, and trends
Ratio analysis and cash-flow insights
Option to set up recurring monthly or quarterly delivery
Prepared by a CA(SA) from your accounting records
Engagement letter and secure document request before work starts

A CA(SA) contacts you within 2 working days to confirm scope, the period to cover, and agree a delivery date.

Your details

We use these answers only to prepare your document. Payment is handled securely by PayFast.

After payment we ask 1 short question about your business so we can write it. You can save and finish that later.

Make it recurring

Rather have this every month? CFO in Your Pocket

A one-off set of accounts answers 'how am I doing?' once. CFO in Your Pocket keeps a CA(SA) preparing your management accounts every month - profit, cash, and commentary - so you never fly blind between year-ends. Async, no calls.

R900 a monthSee CFO in Your Pocket

Frequently asked questions

What are management accounts?: An income statement and balance sheet for a chosen period, prepared for internal management use, so you can see profitability and cash position between your annual financial statements.
Are management accounts audited?: No. They are prepared by a CA(SA) from your records for internal management use, and are not audited or independently reviewed.
How often should I prepare management accounts?: Monthly or quarterly is common. Funders and banks often ask for recent management accounts alongside your annual statements.