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Management accounts template - VT and/or Sage?

Management accounts template - VT and/or Sage?

Can anyone please point me in the direction of some simple management accounts templates?

We use VT Transaction and Sage for our in house bookkeeping so we could generate periodic TB's from those.  I do not mind having to re key these into a spreadsheet that then populates some good management accounts.

Simple to use and understand is key really as we have some in house that our clients will simply look at and not really understand.  I suppose ideally I will need a front cover, profit and loss account (with several comparative columns), perhaps a balance sheet and then some ratios and graphs.

Many thanks in advance. 


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10th May 2012 08:45


Management accounts are very personal - both to you and your clients. I would come up with your own.

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10th May 2012 09:51

agree with Peter

by the time you tweak a "standard" template for individual clients needs you would be as well create your own.

Shouldnt take too long at all to link a few sheets together and make them pretty.

And its cheaper! :)

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