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Salt.
Professional services · 🇬🇧 United Kingdom

Partner drawings outrunning profit, invisibly

An LLP where drawings were set annually and profit varied monthly had no visibility of the resulting position.

UK professional services LLP, 5 partners. Client identity withheld — we publish names only with written permission, so this engagement is described by its shape rather than by who it was.

5

Partner accounts rebuilt

Monthly

Drawings vs profit reporting

Corrected

Tax reserve position

The situation
  • Partners drew a fixed monthly amount set at the start of the year based on the prior year's profit.
  • Profit had softened and drawings had not changed, but nobody was tracking the cumulative position.
What we found
  • Cumulative drawings exceeded allocated profit for three of five partners.
  • No tax reserve was being held against partner profit shares.
  • Current accounts had not been reconciled in over two years.
What we did
  • Rebuilt each partner's current account from the last reconciled point.
  • Introduced monthly reporting of drawings against allocated profit per partner.
  • Established a tax reserve held centrally rather than left to individuals.
The outcome
  • Partners can now see their position monthly rather than discovering it at year end, and the tax reserve removed a recurring January cash problem.
  • Two partners reduced drawings once the cumulative position was visible.
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