Management accounts and bookkeeping services

Based in the West Midlands Marketegy offers financial accounting services. We have over 30 years of experience in providing small and medium-sized businesses with financial advice and bookkeeping services. Simply put, we handle your budgeting, forecasting, and KPI reporting needs, acting as your business partner, so that you can do what you do best which is successfully growing your company. 

Our Services

Bookkeeping

Bookkeeping is essential to any small business who rely on it to track funds incoming and outgoing, manage cash flow and prepare VAT returns.

Monthly bookkeeping means that your records are kept up to date preparing you in advance for completion of vat returns and budget for their tax liability.

If you have fallen behind on your bookkeeping, Marketegy can assist you with your day-to-day bookkeeping – sales and purchase ledgers, bank reconciliations and VAT returns; we are able to bring your business up to speed and keep it that way, giving business owners more time to focus on running their businesses.

By keeping accurate records of your income and expenditure enables the business to make sound financial decisions.

Management Accounts Reports

Unlike statutory accounts management accounts focus on your business requirements such as KPI’s, Balance Sheet and Trading & Profit and Loss Account.

Business Owners and Managers use management accounts to track performance and help make daily and strategic decisions.

These reports could play an essential role in planning for growth and help secure funding if required.

We can produce a set of reports every month or quarter to assist you in tracking the progress of your business, such as monitoring costs, tracking overspends and comparison to budget.

Additional Reporting

We can produce ad hoc reports such as cash flow forecasting to help look at the funding requirements of the business.

Budgets reports can be produced to help set annual growth targets for the business.

We can also help in the creation of business plans and forecasting reports.

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