With advancements in technology for accountants, there is no need to spend late nights creating board packs and long weeks reconciling management accounts.

At Albert Goodman, we create bespoke reports that allow for in-depth analysis at the touch of a button. These reports can be created in whichever software you are most comfortable with and can be linked with accounting packages such as Sage, Xero, QuickBooks, Microsoft Navision, and more.

Why Choose Our Management Accounts and Dashboards Solution?

Reports tailored to your needs:

We don’t believe in one solution for all. Instead, we will work closely with you to understand your requirements and create reports that deliver insights into what matters most to your business. You don’t have to ditch your existing Excel spreadsheets or familiar formats; our reports can be designed to look and work exactly how you would like.

Live data:

Having to spend long weeks preparing financial reports should be a distant memory. With links to your accounting software, the reports will be up to date at the click of a button, giving you real-time, accurate data, instantly.

Easy to use:

Complex and unorganised spreadsheets can be difficult to manage and understand. The reports we create are user-friendly and easy to interpret, enabling you to navigate effortlessly through even the most complex financial data.

Visualise and simplify your accounting data:

The reports we develop present data clearly and visually to help you make informed business decisions. From simple profit and loss reports to in-depth trend analysis and detailed key performance indicators, visualising your business performance has never been simpler.

Example interactive Dashboard

Our Process:

Let's Transform Your Financial Analysis Together!

Experience the power of bespoke Management Accounts and Dashboards. Contact us to schedule a free, no-obligation consultation so we can transform how you see and use your financial data.

Meet the experts

You'll find our team dotted across the South West, experts in everything from tax to technology. We build long-lasting relationships with our clients, drawing on our insights and experience.

You'll find our team dotted across the South West, experts in everything from tax to technology. We build long-lasting relationships with our clients, drawing on our insights and experience.

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Proud to be associated with

Corporate finance
Chartered accountants
Xero
Somerset business award
Somerset
Regional Top25 list logo South West
Accred 2023 2star
2023 Top25 Best Large Companies 1
2023 No1 Accountancy Firms Logo
B corp mid
Praxity white
Accred 2024 3star

What’s happening at AG.

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