Management Accounts

Our focus is on providing you with relevant information that is specific to your business and aligned with your strategic objectives.

The goal behind management reporting should be to enable informed decision making. Yet too often, this information does not satisfy the users needs and can be out of date before it is received by the relevant party.

Our focus is on providing you with relevant information that is specific to your business and aligned with your strategic objectives. This can range from basic profit and loss reporting through to bespoke key performance indicators that are unique to your organisation.

Dependent on the level of support you require, we can produce information as frequently and as detailed as you would like, in a manner that suits you. We can also provide this information in whatever format you may require, for example:

– Profit and loss analysis with graphical representations
– Staff reports, detailing productivity, sickness and cost per department
– Sales information, highlighting the number of new clients, sales by customer, conversion rates, price trends and product elasticity.

In addition to producing management accounts or bespoke management reports, we can also advise on your reporting processes. This may involve working with your teams to identify what information is key to your success and the most effective way to extract it.

For more information on how Mitchell Oswald can support your management reporting, contact us today.

Angela Mitchell – Partner

Angela has over 20 years of experience in tax and is both a Chartered Accountant and a Chartered Tax Adviser. She is a member of the Institute of Chartered Accountants of Scotland and the Chartered Institute of Taxation. Angela is an experienced tax adviser, specialising in advising owner managed businesses and entrepreneurs on all aspects of their tax affairs including personal tax, corporate tax, capital gains tax and inheritance tax.

Donna Oswald – Partner

Donna has over 20 years experience in the field of business advisory, accounts preparation and tax and is a member of the Institute of Chartered Accountants of Scotland. Donna qualified at a small independent firm in her home town of Perth, gaining excellent experience in all aspects of accounting, tax and bookkeeping. She then moved to a large national firm before founding Mitchell Oswald in 2013.

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