Your accountant records what happened in the business. Those records can also help you decide what to do next. The starting point is a file that is complete enough to trust.
Ask about cash, not only profit
A profitable month can still leave little cash available if customers have not paid. Ask which invoices are outstanding, what bills are approaching and which figures still depend on missing documents.
Keep the distinction clear between money the business has earned and money that has arrived in its bank account.
Look at costs that repeat
Review salaries, rent, bank fees, software and regular supplier invoices together. Ask what changed and whether the comparison includes the same period and the same type of cost.
A useful explanation should connect the figure to the document or transaction behind it. It should also say when the information is incomplete.
Agree how information reaches the accountant
Decide who sends invoices and bank statements, how missing items are flagged and who answers questions about unusual transactions. A shared routine makes the records more useful than a rush to collect them at a deadline.
Digital tools can help organise that exchange. They do not replace the judgement needed to classify a transaction or explain a result.
Turn the review into a decision
Bring a specific question: can we afford this hire, why have costs risen, or which payments still need following up? Agree what information is needed before deciding.
Discuss accounting support with Pivot. We will clarify the records and support your business needs.
