What
Where the business stands at month end. Certified sales, cost of sales, gross and net margin, applied-but-uncertified shown separately. Then the month in a sentence, written by your accountant, not generated.
The working document
The Taxtful View.
One document a month. What happened, on a certified basis. So what: the good, the watch points, and the conversation worth having. Now what: three actions with a name and a date. It's called the Taxtful View because that's what it is: our view of your business, every month, in writing.
Their way, the Taxtful way
Drag the handle. Left is what most contractors get. Right is the Taxtful View.
◀ ▶
So what
Cash and balance sheet after the ledger housekeeping. The good and the watch points. Then the Taxtful view: the conversation worth having this month, and the dial to turn.
Now what
Three actions before the next page, each with an owner and a date. Reviewed on the call the day after it lands. Carried forward if they slip, so nothing quietly disappears.
Behind the page
Tabs for anyone who wants the detail: jobs and margin against tender, the retentions ledger by release date, receivables by customer, the 13-week cash forecast with the downside case, CIS and VAT position, tax set-aside, benchmarks against similar contractors, and your inputs.
Every number links back to Xero. Nothing is typed in by hand.
When it arrives
- Within ten working days of month-end, every month
- Review call booked for the day after, same slot, twelve months ahead
- Housekeeping notes flag anything still being confirmed
- Site managers see their own jobs' margin, nothing else
Bring your last accounts. We'll show you the Taxtful View they should have been.
No jargon and no pressure. A 30-minute call to understand your jobs, your cash flow and what's keeping you up at night. If we can help, we'll send a fixed-fee proposal within two working days.
Book a call