Smarter numbers. Faster insights. Management accounts designed to help you make decisions, not just file reports.
In today’s competitive UK market, clients expect you to deliver more than just statutory accounts — they want forward-looking insights. But preparing management accounts in-house can quickly drain time, stretch small teams, and delay decision-making.
At EQUALLTO, we specialise in management accounting outsourcing for solo practitioners and micro-firms. Our AI-powered tools, industry benchmarks, and ICAEW-qualified reviewers ensure every set of management account is accurate, timely, and ready to guide your clients’ next move.
Even experienced accountants face hurdles when handling management accounts internally:
Regular monthly or quarterly accounts preparation eats into billable hours.
Manual errors creep in when juggling multiple clients and deadlines.
Traditional spreadsheets make it hard to communicate insights to clients.
Not every small firm can afford BI dashboards or real-time tools.
Slow reporting means clients act late — costing them (and you) growth.
We don’t just send reports — we give you tools to make better business decisions:
Tailored to each client’s KPIs, from revenue to margins.
Simple, shareable dashboards for real-time performance tracking.
Spot gaps between budgets and actuals before they snowball.
Help clients plan ahead with confidence.
Compare results against peers to drive improvements.
Collaborative sessions to align numbers with business goals.
Built with Accounts Automation and Account Analytix to reduce errors and speed turnaround.
You should consider outsourcing management accounting when:
You want customised reporting and dashboards without hiring extra staff.
Your clients expect timely insights for cash flow, budgets, or growth planning.
You’re ready to scale but can’t justify full-time management accounting staff.
You need benchmarking to show clients how they compare with industry norms.
You want more time for advisory and revenue-generating work rather than admin.
Start Getting Actionable Insights — Book Your Free Management Accounting Demo!
Our model is designed for solo accountants and small firms.
Automation tools flag errors early, reducing rework.
Aligned with HMRC and UK GAAP for full compliance.
Pay only for the number of management accounts you outsource.
Add or remove clients easily as your practice grows.
Get consistent management accounts without overworking.
Accurate reports for profit-sharing and performance tracking.
Bespoke solutions for niche sectors like retail, healthcare, or construction.
We understand your reporting needs and KPIs.
Securely receive client data through our encrypted platform.
Our system generates management accounts and dashboards.
ICAEW-qualified accountants review for accuracy and compliance.
You get presentation-ready reports, plus recommendations you can share with clients.
Absolutely. Our pay-per-output model means you can start small and scale with confidence.
Not at all — you approve every output before sharing with clients.
Yes. We integrate with Xero, QuickBooks, Sage, and provide hosted desktops if required.
Most monthly packs are delivered within 5 working days of receiving client data.
Yes, we include industry comparisons to give your clients context for their performance.
Your clients depend on you for clarity. Give them timely, insightful, and visually powerful management accounts — without adding to your workload.
