From forecasts to KPIs, we deliver reliable, on-time reports that let you plan with confidence and act with precision.
“Management Accounts allow you to make key financial decisions while being reliably informed in a timley manner. Without the information your strategic decisions are based on opinion rather than facts.”
Charlie Rooney
At ROCA, we work closely with you and your team to build out your management accounts, producing a set of financial and non-financial reports that allow you to make key business decisions with confidence and timeliness. By gaining an in-depth understanding of your business and identifying the true drivers behind your performance – both financial and non-financial – we create a management pack that reveals insights you may never have thought possible.
Our commitment is simple: reliable data, on time, every time, so you can act decisively with complete trust in your figures.
Your management pack is more than just numbers – it’s a clear, timely snapshot of your business. At ROCA, we make sure you have the right financial and non-financial information to stay in control and plan ahead with confidence.
We make it easy to gain clarity and control over your finances. Our process ensures you get reliable insights, without the complexity.
Book a time with our team to discuss your business needs. We’ll learn about your goals, challenges, and what matters most to you.
We’ll dive deeper into your numbers and processes, providing expert guidance on how to structure your management accounts for maximum clarity.
With your tailored management pack in place, you’ll have accurate reports that allow you to make confident business decisions.
Working with ROCA means more than outsourced finance support – it means having a proactive team dedicated to helping your business operate with confidence and clarity.
Have questions about how Management Accounts can give you clearer insights into your business performance? Charlie is here to help. With a deep understanding of financial reporting and strategic planning, he’ll guide you through the numbers so you can make confident decisions.
Charlie has extensive experience preparing and interpreting Management Accounts for businesses of all sizes. He’s passionate about turning raw figures into meaningful information, helping clients identify trends, manage cash flow, and plan for sustainable growth. Charlie’s approachable style and attention to detail mean you’ll always feel supported and informed.
Charlie Rooney
Director & Fractional FD
Clear answers to common questions about management accounts. If you don’t see your question here, our team is always happy to help.
Management accounts are a set of financial and non-financial reports prepared monthly or quarterly to give business owners a clear picture of performance, trends, and cash flow.
Year-end accounts are statutory and mainly for compliance. Management accounts, on the other hand, are tailored to your business and designed to support decision-making throughout the year.
Most businesses choose monthly or quarterly reports. The right frequency depends on the level of insight you need and the pace of your business.
Typically: Profit & Loss, Balance Sheet, Cash Flow, Forecasts, KPIs, and narrative analysis. But we tailor every pack to the needs of your business.
Business owners, directors, and stakeholders who need timely insights to manage performance, control costs, and plan ahead.
Yes – every management pack we create is tailored to your goals, industry, and key performance drivers.