Practical manual
Check cash, profit, customer concentration, and questions for your accountant.
Monthly business numbers Business Coach vs Accountant
Review the reports with your accountant or finance lead. Use them to understand what changed and decide what needs attention. This is a management review, not a replacement for accounting or tax advice.
Ask your accountant whether the account categories show how the business earns and spends.
Agree a close date and know which figures are still estimates.
Set a recurring review with the people who can explain the numbers.
Keep questions, decisions, and follow-up actions beside each month’s reports.
Put the last twelve months side by side. Review revenue, cost of sales, overhead, and profit. Separate seasonal changes from changes you cannot explain.
Review margin by product, customer, or sales channel where the records support it. Check which costs are included before comparing groups.
Use accounts receivable and accounts payable aging reports. Check overdue invoices, disputes, and agreed payment dates.
List expected receipts and payments by week, for example over thirteen weeks. Record the assumptions and review them as new information arrives.
List your largest customers, suppliers, and funding sources. Discuss the effect of losing one and the practical options available.
Reports and questions for reviewing profit, margin, payments, cash, and concentration.
Read more →Questions to work through with your accountant about account categories.
Read more →Worked examples connecting financial reports to management decisions.
Read more →Accounting, tax, financing, and investment decisions may need qualified professional advice. An accountant can advise as well as prepare records; agree the services you need. There is no universal concentration threshold or cash reserve that fits every business.
Business Coach vs AccountantMonthly coaching, one focused session, or quoted work. Scope and fees are agreed before work begins.
See work options$1,500/month 1:1 business work · Ask about your situation
