Management Account Services

Understanding your business model and to apply a practical risk-based approach on all assurance engagements

Empower Your Business with Real-Time Financial Insights

In today’s dynamic business environment, having access to real-time, up-to-date financial information is crucial. At The MGroup Partnership, we offer comprehensive Management Account Services that provide you with the insights you need to make informed decisions, optimize performance, and drive your business forward. Our services are designed to go beyond the numbers, offering strategic analysis and expert advice that can transform your financial data into actionable business intelligence.

Why Management Accounts Matter

Management accounts are an essential tool for any business that wants to stay agile and responsive to change. Unlike statutory accounts, which are prepared annually and often look back at past performance, management accounts provide you with a current snapshot of your business’s financial health. This enables you to monitor key performance indicators (KPIs), manage cash flow, and identify trends or issues as they arise, giving you the power to make proactive decisions that support growth and stability.

Our Management Account services Include

Real-Time Financial Reporting

We provide you with up-to-date financial reports, including profit and loss statements, balance sheets, and cash flow statements. Our reports are tailored to your business, giving you a clear and accurate picture of your financial position at any given moment.

Key Performance Ratio Analysis

Understanding the key ratios that drive your business is crucial for long-term success. We analyze important metrics such as gross profit margin, net profit margin, current ratio, and return on investment, providing you with insights into how well your business is performing and where improvements can be made.

Credit Control & Cash Flow Management

Effective credit control is vital to maintaining healthy cash flow. We monitor your receivables, help you manage credit terms with customers, and advise on strategies to improve cash flow. By keeping a close eye on your cash position, we help ensure your business has the liquidity it needs to operate smoothly.

Budgeting & Forecasting

 Plan for the future with confidence. We assist you in creating detailed budgets and forecasts that align with your business goals. Our forecasting models help you anticipate financial challenges and opportunities, enabling you to make informed decisions and adjust your strategy as needed.

Variance Analysis

We compare your actual financial performance against your budgeted figures to identify any variances. This analysis helps you understand the reasons behind any deviations and take corrective actions to stay on track.

Strategic Financial Advice

Beyond just providing reports, our experienced team offers strategic advice based on your management accounts. We help you interpret the data, understand the implications for your business, and make decisions that drive performance and growth.

The Benefits of Partnering with The MGroup Partnership?

Informed Decision-Making

With access to real-time financial data and expert analysis, you can make decisions based on the latest information, rather than outdated or incomplete data.

Enhanced Business Performance

Our management accounts provide insights that help you optimize your operations, improve profitability, and manage risk more effectively.

Proactive Financial Management

By staying on top of your financials throughout the year, you can address issues before they become problems, ensuring your business remains on a stable footing.

Tailored Reporting

We understand that every business is unique. Our management accounts are customized to focus on the metrics and KPIs that matter most to your business, providing you with the information you need to succeed.

Expert Support

Our team of qualified accountants and financial experts is here to support you every step of the way. Whether you need help interpreting a report or advice on a strategic decision, we’re always available to provide guidance.

The MGroup Partnership – Turning Financial Data into Strategic Success

Take Control of Your Business’s Financial Future

With The MGroup Partnership’s Management Account Services, you gain more than just reports—you gain the insights and advice you need to lead your business to success. Contact us today to learn how our tailored services can provide the financial clarity and strategic direction you need to thrive in a competitive market.

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Jordan Lyne

Partner

Jordan has worked with various client’s over his ten years at The MGroup. The services provided range from bookkeeping, VAT returns, annual accounts and management accounts. He has been involved in recruitment of new staff members and helped move the firm on with it’s systems by creating and improving internal controls and procedures.

Jordan manages his resources efficiently to meet deadlines and where clients have specific requirements, he works closely with them to ensure these are both feasible and met in a timely manner. Jordan has clients in various sectors, ranging from international companies to smaller locally based businesses.

Wendy Tatham

Partner

Wendy joined the firm in 2015, after starting in finance for the NHS and then qualifying with another local firm of accountants. She brought with her experience across all areas, having previously managed payroll support, corporate and personal tax compliance and planning alongside other general practice elements.

Wendy works with clients across a range of sectors and enjoys supporting them with their statutory reporting, internal financial processes, corporate and personal tax planning and business advisory services. A key area of interest is working closely with her clients to support them with growing and restructuring their businesses to align with their long term goals.

In her spare time Wendy is the lead volunteer for Oxfordshire Scouts, supporting 95 Scouts groups across the county to deliver a fun programme of activities to young people aged 4 to 24.

Geoff Pinder

Corporate Finance Partner

Geoff has operated in the Mergers & Acquisitions and the corporate finance arena since 2004. He has held Executive roles leading and managing the performance and productivity of cross functional teams focused on delivering a high quality service to clients across complex portfolios.

Selling a business is a life changing event, and Geoff’s passion is working with businesses owners to help them explore the various exit options and strategies available to achieve their objectives, leading to excellent results for all stakeholders.

Geoff has been involved in over 500 deals across multiple industry sectors, working predominantly on the sell side of transactions, including sales to strategic buyers, private equity, and MBO’s.

Darren Green

Partner

Having grown up in North Oxfordshire, Darren joined The MGroup in 1999 as a trainee, qualified in 2003, and became a partner in 2010. Darren is best known for his ability to ‘go the extra mile’ for clients; even changing a flat tyre outside the office when it was discovered after a meeting, helping his clients to safely make their way home.

Aside from changing tyres, Darren enjoys helping clients to grow their varied and interesting businesses, and gaining insights into a wide range of sectors. In particular, he likes working within the corporate finance team, assisting with financial projections and due diligence for prospective buyers. Darren enjoys the challenging and pressurized nature of this type of work. Many of his clients are from manufacturing, technology or start-up backgrounds.

In his spare time Darren is a family man and he also enjoys sport, including football, skiing and running. He has taken part in a 26 mile walk for a cancer charity with colleague Geoff.

Peter Smith

Partner

Peter joined The MGroup in 1990 and became a partner in 1996. Originally from Wiltshire, Peter is a member of the Oxford Chamber of Commerce where he has been a Chamber council member for over 20 years.

Helping to provide a complete finance solution to companies is one of Peter’s key focus areas. He believes this to be a service that sets the partnership aside from its competitors, alongside The MGroup values and employees.

Peter provides financial mentoring, support with strategy and planning, solutions to increase profitability and improve cash flow, and help with expansion/diversification plans. His specialist interest areas include not-for-profit, healthcare and international organisations.

Peter enjoys the opportunities and challenges he is faced with every day at The MGroup and making a difference to clients’ lives. He is also a keen local charity supporter, regularly helping to raise funds and awareness for SeeSaw and SpecialEffect where he is an ambassador.

Outside of work, Peter is a Chelsea Football Club season ticket holder. He likes walking in the local area, especially if there is a pub or café at the end of the walk, and enjoys holidays in Devon, in particular to a secret escape in Dartmouth.

Richard Clayton

Partner

In 1984 Richard became the youngest ever partner at The MGroup at the age of 27 and is now the longest serving partner. Richard is a true team player, having been a prominent local footballer in his early years. He very much brings the team ethos to The MGroup who like to work as an integral part of their client teams.

Richard qualified in 1982 and has worked with many of his clients for decades, evidence of the excellent service provided by both Richard and the firm. Richard is proud of the firm’s exceptional reputation. He continues to develop new strategies and explore improvements to the services they provide and remains highly ambitious and committed. Outside of work Richard enjoys golf, football, spending time with his family and the very occasional glass of wine (normally accompanied by too much food!).

Richard has a depth of knowledge and experience in all areas of the construction industry and also deals with most of the firms agricultural clients. He also deals with a wide range of other clients which include a substantial number of UK subsidiaries of overseas companies together with a number of high profile local businesses. Richard is a firm believer that the role of a trusted accountant is to provide clients with the best possible advice and support. The client does not always have to follow advice but he believes they must have all options on the table to form a meaningful decision.