A 7-page, zero-overwhelm guide to get board-ready in 30 days with the steps, templates and KPIs we use with growing UK SMEs.
Works with Xero / QuickBooks UK SMEs 5–30+ staff • Updated for 2025/26

What’s inside (7 pages, no fluff)

• What “good” looks like (at a glance)

• Month-End 12™ (Lite) with owners + working-day targets

• 30-day quickstart checklist (one small win each week)

• KPI cheat sheet (GM%, revenue per head, debtor days, runway)

• One-page board-huddle template (decisions, owners, deadlines)

• Lender-readiness mini-checklist (what banks actually ask for)

• Next steps & cadence (WD+10/12/13)

Built from real client workflows—plain English, printable, ready to use this month.

Who it’s for

• VAT-registered UK SMEs with 5–30 staff

• Owners/FDs who want packs that drive decisions, not just record history

• Teams setting up or tightening monthly management accounts

Why download it

• Clarity fast: turn numbers into actions in 30 days

• Cadence locked: a repeatable month-end that doesn’t blow up the team

• Lender confidence: keep a ready-to-send pack for banks and finance partners

How it works

• Drop your details below.

• We’ll email the 7-page PDF instantly.

• Use the checklist this month; if you want help, book a short screen-share.

Quick fire FAQ (compact)

Is it really just 7 pages?
Yes. It’s designed to be printed and actioned in one month—no overwhelm.

Will it work if our books are a bit messy?
That’s normal. Start with the 30-day checklist and board-huddle template; tidy follows momentum.

Do I need a forecast first?
No—but you’ll get more value if you add a cash snapshot. We include a simple approach.

Can you help implement it?
If you want. Book a 20-minute planning call and we’ll map owners, deadlines, and your WD cadence.

Prefer the bigger picture? Read Why Management Accounts Matter for Growing UK SMEs (2025/26).
Setting up processes? See Outsourced Bookkeeping + Month-End Review Plan (UK 2025/26).