Outsourced Finance Manager & Fractional FD
Your finance function, without the finance department.
Bluevista gives growing businesses the financial control, management information and forward view they need — without hiring a finance team. Specialist depth in mortgage, protection and wealth advice firms.
Every month
What actually arrives
Management accounts
On time, and explained rather than emailed.
Forward cash view
Where cash is heading, not where it has been.
Performance against plan
Variances picked out, with the reasons behind them.
The conversation
Someone to think the decision through with.
The gap
Bookkeeping tells you what happened. It doesn’t tell you what to do.
Most growing businesses reach a point where year-end accounts and a bookkeeper are no longer enough — but a full internal finance team is premature, expensive and hard to recruit. That gap is where financial control quietly slips.
Information arrives too late
Management numbers land weeks after the month has closed, by which point the decisions have already been made.
No reliable forward view
Budgets and forecasts exist in spreadsheets that nobody fully trusts, so planning becomes guesswork.
Nobody owns the numbers
Compliance is handled, but there is no one whose job is to understand performance and challenge it.
The service
An embedded finance function
The running of the finance function, handled as a service: month-end, management accounts, cashflow, budgets, reporting and financial process.
Management accounts
Monthly, on time, and explained rather than emailed.
Cashflow management
Forward cash visibility, not a bank balance.
Budgeting
A plan the business can actually be held to.
Forecasting
Where the business is heading on current trajectory.
Management reporting
Reporting built for decisions, not for filing.
Financial controls
Process and control that scale with the business.
Performance analysis
Which parts of the business earn, and which do not.
Decision support
Someone to think it through with before committing.
Management information
Numbers are not the point. Decisions are.
Statutory accounts and management information are different documents, produced for different readers, answering different questions. Most businesses only ever see the first one.
Statutory accounts
Written for HMRC and Companies House
- Produced once a year, months after the event
- Aggregated to the whole business
- Formatted for compliance, not for reading
- Answers: what happened, and what is owed
Management information
Written for the person making the decision
- Produced every month, while it can still change something
- Broken down by service line, client or adviser
- Built around how your business actually earns
- Answers: what is working, and what to do next
Both matter. Bluevista produces both — but the second one is the reason clients stay.
Where Bluevista fits
Three different jobs. Often confused.
A good accountant is essential. They are not, however, doing the same job as a Finance Manager or a Finance Director. Understanding the difference is usually the first useful conversation.
Accountant
Compliance and history
Statutory accounts, tax returns, filing obligations. Accurate, necessary, and looking backwards.
Finance Manager
Control and visibility
Month-end, management accounts, cashflow, budgets, reporting and financial process — the running of the finance function.
Finance Director
Direction and challenge
Strategy, commercial modelling, scenario analysis, funding and growth decisions at board level.
Bluevista provides the middle layer as a service, with the senior layer available when the decisions warrant it.
Sector knowledge
Financial services businesses measure success differently
Mortgage, protection and wealth firms do not run on generic accounting figures alone. Their economics sit in pipeline, issued business, commission treatment and adviser performance — and most accountants have never had to report on any of it.
Mortgage
Pipeline and completions, adviser activity and productivity, and the revenue timing that makes mortgage businesses difficult to read from statutory accounts.
Protection
Written and issued business, APE, commission and clawback, persistency and adviser performance — the measures that determine whether the month was actually good.
Wealth & advice
Recurring revenue, adviser and business productivity, planning and scenario modelling for firms whose value sits in the ongoing book.
Bluevista provides finance and management support to advice firms. It does not provide regulated financial advice.
Powered by
Better finance decisions need better information.
Bluevista uses BlueChasqui, a finance-management and business-performance platform built for precisely this kind of work. It sits alongside the accounting systems already in place, turning financial and operational information into management insight — rather than another spreadsheet rebuilt from scratch each month.
Monitor
Understand what is actually happening — actuals against budget and forecast, from governed information rather than a spreadsheet rebuilt each month.
Plan
Build budgets and forecasts that reflect how the business earns, then see where the current trajectory leads.
Explore
Test assumptions before committing to them, and compare the current position against alternatives.
BlueChasqui is a separate software platform that continues to develop. Bluevista uses it to strengthen the information behind the service — the finance expertise, interpretation and judgement remain human.
Featured insight
Supporting Growth Behind the Scenes: Sterling Street Gala Dinner 2026
19 September 2026
Bluevista supports the Sterling Street group as its Finance Manager. A night marking Firm of the Year 2025 is a good moment to look at the financial infrastructure that growth actually runs on.
Engagement
How Bluevista works
Step 01
Finance review
A structured look at how the finance function runs today, what the numbers say, and where the gaps are.
Step 02
Scope and rhythm
Agree what Bluevista handles, what stays in-house, and the monthly cycle the business will run to.
Step 03
Run the function
Month-end, management accounts, cashflow, reporting and the management conversation that follows.
Step 04
Step up when needed
Fractional FD input for planning, funding, modelling or board-level decisions as they arise.
Who you work with
Senior finance experience, without the senior finance salary.
Bluevista is led by Rob Tinnams, an accountant with eighteen years of experience, six of them running a practice in Southend-on-Sea. You deal with the person doing the thinking, not an account manager relaying it.
18 years in accountancy
Across sole traders, limited companies and the practice side, so the advice is grounded in what actually happens to businesses.
Six years as Practice Manager
Running a firm in Southend-on-Sea – leadership, client relationships and delivery, not just technical work.
Qualified and accredited
Bachelor of Business Administration with Honours, and a member of the Certified Public Accountants Association.
Worked internationally
Time living and working in Canada and Australia, and the wider perspective on business and reporting that came with it.
Credentials & technology
Qualified, accredited and properly equipped
Professional membership, current cloud accounting accreditation, and the finance-management technology behind the reporting.
Professional affiliation
Member of the Certified Public Accountants Association.
Technology platforms
Bluevista uses BlueChasqui, a separate finance-management platform, alongside Xero cloud accounting.
Xero credentials
Xero Bronze Partner and Xero Certified Advisor.
Need accounts, tax, bookkeeping, VAT or payroll on their own? Bluevista provides these as standalone services. See Accounting & Compliance.
Start with a finance review
A straightforward conversation about how your finance function runs today and what would have to change for it to tell you something useful. No obligation, and no pressure to move your accounts.