Management Accounts & MI
Reporting built for decisions, not for filing.
Statutory accounts tell HMRC and Companies House what happened. Management information tells you what to do next. They are not the same document, and they are not produced the same way.
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.
The monthly pack
Short enough to read. Specific enough to act on.
The pack is built around your business rather than a standard template, and it is explained rather than emailed. The contents below are the usual starting point.
Profit and loss against budget
With the variances that matter picked out and explained, not left for you to find.
Cashflow and forward cash
Where cash actually is, and where it is heading over the next three to six months.
Balance sheet position
Debtors, creditors, and the working-capital picture behind the profit figure.
Revenue and margin analysis
By service line, client or adviser – whichever way your business actually earns.
Key measures for your sector
Pipeline, issued business, recurring revenue or productivity, depending on what you do.
The forward view
Forecast updated for what has just happened, so the plan stays connected to reality.
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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.
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.