UKEstablishmentby City Solution

Service

Monthly management accounts and group reporting packs

Your head office wants the UK numbers by working day five, in its own chart of accounts, with intercompany agreed. That is what this is.

From £400per month · included in Embedded

Statutory accounts once a year tell you what happened. Management accounts tell you what is happening. For a subsidiary the audience is the group finance team, and the format is theirs: their chart, their currency, their reporting calendar and their consolidation system.

We close the UK ledger to an agreed working day, produce a pack — P&L against budget, balance sheet, cash, intercompany reconciliation, KPIs you choose — and deliver it in the format your consolidation needs, from a mapped trial balance to a direct upload. Where the parent reports under US GAAP, IFRS, HGB or Ind AS we maintain the mapping from UK GAAP so year-end adjustments are small and known in advance.

What’s included

  • Month-end close to an agreed working day
  • P&L, balance sheet and cash report in the group’s format
  • Budget and prior-year comparison
  • Intercompany reconciliation agreed with the parent monthly
  • GAAP mapping: UK GAAP to US GAAP, IFRS, HGB or Ind AS
  • Consolidation upload or trial balance export
  • Quarterly review call with your accountant

How it works

What happens, in order

01

Design the pack

We agree the format, KPIs, calendar and delivery method with your group finance team.

02

Close monthly

Ledger closed, intercompany agreed, pack delivered by the agreed day.

03

Review quarterly

Trends, budget variances and anything the group should know about the UK.

When you need this

Who this is for

Subsidiaries of groups that consolidate monthly, VC-backed companies reporting to investors, and any UK company whose parent has been surprised by its year-end numbers.

Common questions

How quickly can you close the month?
Working day five is typical; working day three is achievable with disciplined receipt capture and bank feeds.
Can you report in our group currency?
Yes. The ledger stays in GBP for UK compliance; the pack is presented in your reporting currency at the rates your group specifies.
Do you work with our consolidation software?
We deliver a mapped trial balance or upload file for the common systems. Tell us what you use.
Is this included in a package?
Monthly management accounts and group reporting are included in Embedded (from £1,500 a month) and available as an add-on to Establish.

Related reading

Fees exclude VAT and third-party disbursements (Companies House fees, HMRC penalties, courier costs) which are passed through at cost. Identity and ownership checks apply to every engagement. Bank account opening is subject to the provider’s eligibility criteria.