Management Accounts (Cash Flows and Budgets)

Management accounts are an important tool to help establish a current position of your organisation in good time rather than finding out after the year end date. The benefit of this being that you can identify any problems sooner and hopefully tackle them in good time. Management accounts are also a key requirement of banks and stakeholders to help them keep abreast of the organisation. Management accounts are also very useful for tax planning work, as often, action needs to be taken within the accounting year to make tax savings, a common example being replacing capital equipment e.g. motor vans within the accounting year in which high profits have been achieved.

If you require cash flow forecasts or budgets, be it for the bank or internal purposes, we can support in preparing these to help management and, again, satisfy stakeholders.

Cash flows and budgets can be crucial when working with tight allocated budgets and can help your organisation keep tabs on spending, we can also assist in carrying out variance analysis of actual costs with budget to identify areas that need improvement.
With the ‘hands on’ service we provide, we can liaise closely with the management to help your organisation flourish.

If you need an accountant you can talk to and a first class service at a reasonable cost, contact us to find out more.

All Services

Being general practitioners, we offer a boutique of services to our clients, below is a list of the common requirements of our clients, if you require any service that is not listed below please contact us.

What Our Clients Say

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Gulraj Mankoo (FCCA - Partner)

Gulraj qualified as a chartered certified accountant in 2004 having trained with an independent firm in Birmingham. After qualification he joined us to progress and become a partner in 2007. Gulraj is experienced in dealing with owner managed businesses, along with a vast experience in tax compliance work. He also specialises in tax investigations, tax planning and management consultancy and is involved in client liaison matters, marketing and the day to day matters of a busy practice.

An accomplished linguist, Gulraj can speak five languages and his friendly, hands on approach means that he is extremely popular with our clients (and colleagues!). Outside of work he is highly involved on a pro-bono basis with a busy International charity and is known for his love of good food, football, cricket, and cars.

Birgitt Saunders (FCCA ACA - Partner)

Birgitt worked as a finance manager in industry until she joined Stanley Yule in 2001 as a semi senior accountant and demonstrates an example of successful progression from trainee to partnership in 2007.

During her time with Stanley Yule, Birgitt has gained valuable experience in all aspects of accountancy, taxation and audit matters and qualified as a member of the Association of Chartered Certified Accountants in 2004 and gained membership of the Institute of Chartered Accountants in England and Wales.

Her role involves all aspects of a client’s contact and the management of several audit assignments. Birgitt proactively looks after the day to day administration of the Northfield office and her client portfolio varies from small to medium size companies and unincorporated businesses.
Birgitt moved from Germany to England in 1989 with her family and is proficient in written and spoken German and English. She is a keen (and excellent!) baker and keeps the office well stocked with her latest bakes.

Ian Bidmead (FCA - Partner)

Ian qualified as a chartered accountant in 1986, initially training with a major independent Birmingham firm and after qualification moved into specialist management consultancy work, with focus on business planning, rescue, management buy outs and buy ins. In 1991 Ian purchased the practice Stanley Yule, with the intention of bringing the specialist skills more associated with larger practices to his clients at a cost base more appropriate to their circumstances.

Ian has dealt with most of the business acquisitions and disposals handled by the firm, and given the great success in guiding clients, this has been a steady and regular source of work for the practice over the years, specialising in deals for the smaller business (up to £10m consideration).In addition to the consultancy work, Ian is the lead responsible individual for the audit work whilst also dealing with specialist taxation issues and has a wide and practical experience in dealing with all types of HMRC enquiries.
Outside of accountancy, having business interests in manufacturing has given Ian valuable insight into the running of a business that is not accountancy based; experience which he can apply to his dealings with our clients.

For down time Ian likes to spend time with his family, especially his two grandchildren, enjoys good music, food and film and is known to throw himself around a badminton court with enthusiasm, if not a great deal of skill.