We work with ambitious founders in Wilmslow and across the UK, including a lot of owner-managed companies in the town. Through our advisory work you get regular management accounts, so you see profit and cash while there's still time to act on them.
Tax planning comes as standard and is done ahead of your year-end, so nothing waits until after it closes. Call 0161 706 0855 to start.
What management accounts tell you that year-end accounts can't
Year-end accounts arrive when little can be changed. Management accounts are the regular picture of the company: profit, cash, what customers owe you and what you owe suppliers. Key performance indicator (KPI) reporting sets those figures against your targets, so you can see whether you're on track.
What you need to see depends on the company. In the centre, the Wilmslow Business Improvement District counted over 75 independent businesses in 2025. An independent shop sees a quiet month in the bank within days, so it wants sales against costs while there's time to react.
A company with a suite at Dean Row Court or Pentland House and a payroll to meet watches the gap between invoices and wages. A supplier to the big sites around Handforth, Altrincham Road and the airport may wait weeks to be paid. So it needs to know when the cash will land.
A single set of year-end accounts answers none of those questions in time.
Forecasts and review meetings turn figures into decisions
We agree the management accounts with you instead of assuming what you need, so the figures cover what matters to your company. Our advisory work also covers cash flow forecasting, so a tight month shows up before it arrives.
Regular, scheduled review meetings then turn the figures into decisions, so you choose what to do about them while it still matters.
Who reads your figures
Management accounts only help if the person reading them can tell you what to do next. Every client manager is a chartered accountant, so whoever explains a number can advise on the tax and accounting behind it.
Ask about background too, because it shows what experience is behind your numbers. Our team has experience across audit, industry and practice, and our founders, Josh Buffin and Patrick Booth, trained and qualified at PwC.
What runs all year underneath
Every client is set up on cloud accounting software, with receipts processed digitally and accounts reconciled weekly or monthly. That keeps bookkeeping, payroll, VAT returns, year-end accounts and corporation tax current, so the management accounts rest on up-to-date records.
Ahead of your company and personal year-ends we review pay, dividends, pension contributions and available reliefs. Tax planning is built into every engagement, so you have months to act, not days.
How we work with you
Your dedicated client manager is the person to ask. Message them on WhatsApp, email or phone, or set up a video call, and you'll get a same-day or next-day reply. That way a question about a tight month is answered while you can still act on it.
We're a fully remote team, so review meetings happen on a video call that suits your diary and nobody loses a morning travelling. When you're ready, book a discovery call.
Other Cheshire pages
The Cheshire overview covers what to ask when you're comparing firms.
The Alderley Edge page covers tax planning across several companies, for owners who run more than one.
The Knutsford page covers working with one dedicated client manager, for owners who want a single person who knows them.
Who are the big 5 accountants?
People usually mean the big four: Deloitte, EY, KPMG and PwC. Clearcrest isn't one of them.
Our founders trained and qualified at PwC, which tells you where they learned the job, not how big we are. For a director in Wilmslow, the more useful question is who will explain the numbers to you during the year.
How much should an accountant cost per hour?
A Wilmslow company with payroll, VAT and regular management accounts needs more time than a single-director company with little activity. We don't publish fees.
Once we've heard what you need, we write a bespoke quote with no obligation, so you can compare it with what you have now. You can start on our quote page.
Can ChatGPT help me with accounting?
It can explain a term or help you draft a question for your accountant. It can't see your books or tell you what to do about dividends before the year closes. Use it to prepare for a conversation with your accountant, not to replace one.