Management Accounts Barnstaple

Your management accounts, clear every month.

Most small business owners in Barnstaple find out how last year went when their accountant sends the year-end accounts — which is, frankly, too late to do anything about it. Management accounts change that. Fixed monthly fee, ICAEW chartered, same-day replies.

  • Monthly or quarterly reports so you always know where you stand
  • Profitability, cash flow and trends visible throughout the year
  • Decisions based on current numbers, not last year’s figures
  • A Barnstaple-based ICAEW chartered accountant, reachable the same day

No long-term contract. If it is not working after three months, you leave with clean books and nothing owed.

Top rated on Google

★★★★★

Get a free quote

Fixed pricing. Same-day reply.

What our clients say

Verified Google Review

★★★★★

Went Above and Beyond to Help

“He went above an beyond to help good communication through emails an working even on a Saturday night to complete my return.”

Thomas Briggs

Verified Google Review

★★★★★

Switched Accountants, Already Saving Money

“I have found them efficient, friendly and professional, and they’re already saving me money.”

Nic Paton

Verified Google Review

★★★★★

Explained Everything in Plain Terms

“Kieran was clear with information and explained everything in a way that I could understand.”

Really Wild Learning

Verified Google Review

★★★★★

Fast and Reliable at Short Notice

“Great work by Kieran sorting out my business accounts really fast and at short notice on multiple occasions.”

Cristian Diaconescu

Sound familiar?

Still not sure what your business made last month?

Most Barnstaple business owners are running on instinct and bank balance, which is fine until it is not. Without regular management accounts, problems show up late — cash shortfalls, margins quietly eroding, a tax bill larger than expected. None of that is unusual. It is solvable — it just takes longer the more you leave it.

  • No clear picture of profitability until the year-end accounts arrive
  • Cash flow decisions made on gut feel rather than current figures
  • Tax bills arriving as a surprise because no one was tracking the position

What sorted looks like

A monthly or quarterly summary of your business performance, prepared and explained in plain language. Your profitability is visible throughout the year. Your tax position is tracked as a matter of course, not discovered in a panic.

  • Monthly or quarterly accounts showing exactly where your business stands
  • Cash flow and profitability tracked so decisions are based on current data
  • Tax position monitored throughout the year — no year-end surprises
  • A fixed monthly cost that does not move regardless of how many questions you ask
Client results

What Barnstaple clients say about us

We work with small limited companies and business owners across Barnstaple and North Devon. Here are two clients who came to us wanting to understand their numbers properly.

★★★★★

Swift accounting and bookkeeping services have helped support my educational animal encounter business with excellent financial advice and HMRC support. Kieran was clear with information and explained everything in a way that I could understand.

R
Really Wild Learning
Verified Google Review
★★★★★

Having only recently switched my business to Swift from another accountant, I have found them efficient, friendly and professional, and they’re already saving me money! Would recommend. Nic Paton, Cormorant Media

N
Nic Paton
Verified Google Review
What you get

What your monthly fee covers

Three components that keep your financial picture current, your decisions grounded in real data, and your tax position visible well before it becomes urgent.

01

Monthly or Quarterly Management Accounts

A clear summary of your business performance — revenue, costs, margins, cash position — prepared and sent to you on a regular cycle. Formatted to be readable, not just technically accurate. You will know within days of each period end where your business actually stands.

Core service
02

Bookkeeping and Reconciliations

Your records kept clean and current every month on Xero so the management accounts reflect your actual position, not an estimate. No scramble at year-end, no guessing at figures that should have been recorded months ago.

Included in plan
03

Year-End Accounts and Corporation Tax

Because the books are current throughout the year, your annual accounts and CT600 are straightforward to prepare. Your tax liability is visible well before the deadline — long enough to plan, not just react.

No extras, no surprises
What clients say

Small businesses across Barnstaple trust Swift

Sole traders, limited companies and growing small businesses across North Devon. Usually arriving with a limited picture of their finances. Leaving with considerably more clarity.

★★★★★

Two Years In, Still Highly Recommending

“I’ve been using Swift Accounting for two years now after my previous accountant retired and recommended Kieran. Excellent and prompt service, great communications and above all really helpful. Highly recommend.”

Simon Hyde
Verified Google Review
★★★★★

Knowledgeable, Efficient and Great Advice

“Kieran was really helpful and very knowledgeable with my circumstance, he gave me great advice and was very efficient with getting my tax’s submitted, really glad I found Swift and will definitely be using for future accounting.”

Andrew Ponsford
Verified Google Review
★★★★★

Fast, Professional, Patient With Every Question

“Kieran came recommended to us and for good reason. He was fast, professional and very patient when answering our long list of questions.”

Ted Lee
Verified Google Review
Why Swift

Why Barnstaple businesses choose Swift

There is no shortage of accountants in Devon. Here is what is different about working with one who prepares management accounts as a matter of course, not as an afterthought.

📊

Numbers explained, not just filed

Management accounts are only useful if you can act on them. Every set of accounts is accompanied by a plain-language summary of what the numbers mean for your business. You will not receive a spreadsheet and be left to interpret it.

💬

Replies the same day

Questions get answered the day you ask them. Not logged, not queued, not passed to a junior — answered. If you want to know what a figure in your management accounts means, or whether you can afford a particular decision, you will know before the end of the day.

🔒

One price, clearly agreed

Your monthly fee is fixed from the outset and does not change. No hourly billing, no invoice that arrives larger than expected, no charge per question asked. Your accounting costs are as predictable as any other fixed overhead.

Getting started

Up and running in four steps

From first enquiry to your first set of management accounts is straightforward. No complicated onboarding, no forms that need a lawyer.

1

Send your enquiry

Fill in the form on this page. Kieran reads every enquiry personally and responds the same day with a clear next step. No automated holding messages.

2

A short discovery call

Around twenty minutes to understand your business, your current records and what you want to see each month. At the end of the call you will know exactly what is covered, how often, and what it costs.

3

We handle the setup

Your accounting software is connected, your records are brought up to date and the reporting format is agreed. You do not need to do anything except confirm you want to proceed.

4

Ongoing — nothing falls through

Each month or quarter, your management accounts are prepared and sent with a plain-language summary. Your tax position is tracked as a matter of course. Surprises are largely avoidable when the books are current.

100+ Clients nationwide
6+ Years established
5.0 Google rating
Fixed Monthly pricing
ICAEW Chartered
Xero Gold Partner
FreeAgent Partner
QuickBooks Certified
AAT Fellow

“What a guy!! Excellent, fast and reliable. Kieran has been very professional, caring, patient and efficient throughout the entire process of building our company. He was always one click away from every possible question we could throw at him.”

Christos Tsongidis — Verified Google Review

Questions

Questions Barnstaple businesses usually ask first

A profit and loss summary for the period, a balance sheet snapshot, and a commentary on cash flow and key movements. We format them to be readable rather than technically dense, so you can act on them without a second conversation to decode them.
Once your books are current, your corporation tax liability becomes visible throughout the year rather than only at year-end. Most clients have a clear picture of what they owe three to four months before the payment deadline — long enough to plan, not just react.
It is the starting point for most clients. Catching up takes a little longer at the outset and may carry a slightly higher initial cost — we will tell you exactly what is involved upfront. Once current, keeping them current is straightforward.
No. Month-to-month, cancel with a month’s notice. We would rather keep clients because the service is worth it than because leaving is inconvenient.
Ready when you are

Know your numbers every month. Not just at year-end.

Fixed monthly fee. Management accounts prepared and explained in plain language. Tax position visible throughout the year. Same-day replies. No lock-in.

Profitability and cash flow clear every month Tax position tracked — no year-end surprises Fixed monthly cost, agreed upfront, does not move
Sort my accounts
Fixed monthly pricing ICAEW chartered Same-day replies No long-term contract