Management Accounts·Monthly and Quarterly

Outsourced Management Accounts for UK Accounting Practices

Professionally formatted management packs delivered in 5 working days, reviewer ready, senior CA reviewed, and built to your exact template so clients always get the clarity they need.

Your Template UsedGDPR Secure5 Day TurnaroundSenior CA Review
2,500+
Packs Delivered
For UK Practices
98%
First Pass Approval
Reviewer Ready
5 Days
Average Turnaround
Fast and Reliable
100%
GDPR Secure
Your Data is Safe
Who It's For

Built for UK Accounting Practices of Every Size.

Whether you are building out a management reporting service, scaling an existing client base, or covering a staff gap, our management accounts service fits straight into your current workflow with no disruption.

1 to 5 staff

Solo and Small Practices

  • Affordable per pack pricing, no retainer
  • No minimum client volume required
  • Same 5 day turnaround from day one
  • Works inside your existing software
20 or more staff

Mid Size and Multi Office Groups

  • High volume management reporting on demand
  • Consistent pack standards across offices
  • Monthly volume reporting and SLA tracking
  • Group consolidations and intercompany handled
Scope of Services

Everything Covered,
Data to Delivery.

From raw trial balance to a formatted, client ready management pack. We handle every stage of management reporting so your team focuses on client relationships and sign off.

01

Management Pack Preparation

  • Monthly and quarterly management packs to your template
  • Profit and loss account with period and year to date
  • Balance sheet with supporting note schedules
  • Cash flow statement and working capital analysis
02

Reconciliations and Schedules

  • Bank, debtor and creditor control account reconciliations
  • Payroll posting and accruals schedules
  • Fixed asset register updates and depreciation
  • Prepayments, accruals and deferred income schedules
03

Variance Analysis and Commentary

  • Month on month and budget vs actual variance tables
  • Narrative commentary draft for key movements
  • KPI summary schedules tailored to each client
  • Open query log for reviewer sign off
04

Delivery Ready Reporting

  • Senior CA reviewed pack before every delivery
  • Formatted to your firm or client branding standard
  • Version controlled file with reviewer handover note
  • Revisions and updates included at no extra cost
Software Proficiency

Your clients' software.
Our team knows it.

No onboarding friction. No tool switching. We step straight into the software your practice already runs on and get to work from day one.

Talk to our team
TaxCalc
FreeAgent
Sage
QuickBooks
Xero
Dext
CCH
Capium

Don't see your software? We adapt to your needs.

Why Probal Global

Outsource: But Why?

Because your senior team's time is worth more than building management packs. Here's exactly what you gain.

Trusted by 50+ UK Accounting Firms
UK accounting professional reviewing management accounts pack
210+Packs per month
0%Error rate
5.0Client rating
Your template used on every engagement
GDPR registered and ISO 27001 aligned
NDA and DPA signed before every engagement
Senior CA qualified review on every pack
01

Free Up Advisory Time

Stop your senior team spending hours building management packs. Give them back the time they need for client conversations and strategic advice.

02

Consistent Monthly Delivery

Every pack arrives on time, every month, formatted exactly as your clients expect it. No chasing. No last minute scrambles. Just reliable output.

03

Senior CA Reviewed Every Pack

Every management pack is quality checked by a qualified CA before it leaves our team. You receive a clean, reviewer ready file, not a rough first draft.

04

Your Template, Our Team

We work to your existing pack format, branding, and layout from day one. There is no template migration and no retraining your clients to read something new.

05

Scale Without Hiring

Add management reporting capacity instantly when your client base grows. No recruitment, no training, no desk space. Just capacity exactly when you need it.

Why Outsource to Probal Global

Six Reasons UK Firms Choose Us for Management Accounts.

Expert reviewed reporting packs, guaranteed turnaround, and seamless software compatibility from the only outsourcing partner built specifically for UK accounting practices.

Every pack CA reviewed before delivery, zero compromise on quality.
Scales with your practice, from 1 client a month to hundreds.
No template migration. We work inside your existing software and pack format.
Start Your Free Trial

Up to 50% cost saving

Reduce management reporting costs compared to internal senior staff time, without cutting corners on quality or pack consistency.

5 day turnaround

Consistent delivery in 5 working days from receipt of trial balance and source data, every month without exception.

Your format, every time

Packs produced to your exact template and branding. Clients never know the work was prepared offshore and their reading experience never changes.

Senior CA reviewed output

Every management pack is reviewed by a qualified CA before delivery. You receive a file your team can present directly without a pre review.

Scalable monthly capacity

Add reporting clients instantly as your portfolio grows. Scale back at any time. No contracts, no minimums, no permanent cost base.

GDPR secure delivery

NDA signed before work begins. Encrypted file transfer, role based access controls, and full GDPR compliance on every engagement.

How It Works

1

Share Trial Balance

Secure upload of trial balance and source data

2

Pack Prepared

Management pack built by specialist accountants

3

Senior CA Review

Reviewed by an experienced senior CA

4

Quality Check

Multi level quality assurance before delivery

5

Client Ready Delivery

Delivered in 5 working days, ready for your clients

“Probal Global transformed how we deliver management accounts to our clients. The packs arrive formatted exactly to our template, reconciled, and reviewed. Our advisory partners now spend their time on client calls instead of building spreadsheets. We've added twelve new management reporting clients this year without adding a single member of staff.”
LH

Laura Henshaw  🇬🇧

Partner · Henshaw Advisory Chartered Accountants

12

New reporting clients added without extra headcount

✓ 5 day turnaround✓ Zero revision cost✓ CA reviewed output
How We Compare

Probal Global vs Your Other Options.

See why UK practices choose dedicated outsourcing over in house production or ad hoc freelancers for management reporting work.

In House Team
Freelancer
Probal Global
Your template used on every pack
sometimes
Consistent 5 day turnaround
Senior CA reviewed every pack
Scales as client base grows instantly
Works inside your existing software
sometimes
Variance commentary drafts included
sometimes
GDPR and NDA protected from day one
10 hour free trial available
No permanent headcount cost
Questions We Hear All the Time

Real questions from UK accountancy practices answered honestly.

If you're considering bringing in external support for your construction clients, you probably have a few questions. Here are the ones we get asked most, with straight answers.

Still have questions? Get in touch

Yes. We work directly inside your existing software and build packs using the same data source your team already uses. No data migration and no format change.

Yes. We work to your exact layout, branding, and structure from day one. If you have a standard client pack format, we adopt it immediately and apply it consistently across your portfolio.

Yes. We prepare draft variance commentary notes covering key movements, budget comparisons, and period on period changes. Your reviewer finalises the client facing narrative from our structured draft.

We handle intercompany eliminations, cost allocations, and consolidated reporting for multi entity groups. We flag any structural queries before delivery so your reviewer is never surprised.

We sign an NDA and DPA before any work begins. All files are transferred via encrypted channels. No client data is stored after delivery. We are GDPR registered and ISO 27001 aligned.

Revisions based on reviewer feedback are included at no extra charge. We turn around revision files within 24 hours of receiving your comments so deadlines are never missed.

Free Trial Available

Try Probal Management Accounts Free.
10 Hours, No Cost, No Commitment.

Send us a real client file. We will build the management pack to your template, return a reviewer ready file in 5 working days, and let the quality speak for itself.

Start Free TrialBook a Consultation

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