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Management Information Services

Empowering your business through digital transformation and financial management

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Turn your financial data into actionable insights  with Bishop Fleming's Management Information Services

At Bishop Fleming, we know that accurate and timely financial information is essential for Directors and Senior Leadership Teams to make informed decisions. Our Management Information services provide SMEs and owner-managed businesses with bespoke management accounts, insightful reporting, and practical analysis to help their businesses thrive. 

With cloud-based access, your financial data is available in real time, from any location. This transparency enables you to monitor performance, forecast cashflows, and plan for growth, providing you with the clarity and confidence to run your business effectively. 

Why Management Information matters

Running a business, regardless of its size or structure, presents unique challenges: limited internal resources, complex decisions, and the need for reliable insights to remain competitive. Our MI services help you:

  • Monitor performance in real time: Understand your financial position at any moment to make informed decisions.
  • Plan with confidence: Build robust budgets, forecast cashflows, and explore scenario planning to support business objectives.
  • Optimise working capital: Manage cashflow and liquidity to support day-to-day operations and investment projects.
  • Benchmark performance: Compare your business against sector peers to identify opportunities for improvement.
  • Gain actionable insights: Analyse data to spot trends, anomalies, and opportunities for growth.
  • Enhance your finance function: Perfect for businesses seeking extra expertise or support to produce high-quality management reports.

Watch our video to see how we boost your business efficiency:

Our approach

We begin by listening carefully to your requirements, reviewing your current systems, and identifying any gaps in resources or expertise. From there, we design bespoke management accounts and reporting tailored to your organisation’s needs. Whether you require single-entity accounts or consolidated group reports, our focus is on delivering insights that enable you to make informed decisions. 

Our Services

Monthly or quarterly accounts tailored to your business, giving you reliable data to support day-to-day decision making. 

Reports with commentary, visualisations, and KPIs for internal teams or external stakeholders, including lenders and investors. 

Scenario planning, financial modelling, and year-on-year comparisons to support strategic decisions, including growth planning or preparing for exit. 

Identify trends, anomalies, and opportunities to inform decisions. 

Compare your performance with similar businesses in your sector. 

Monitor liquidity and optimise your financial operations. 

For businesses considering succession, sale, or investment, our MI services provide the data you need to make confident decisions. We work closely with our Advisory team to help you understand valuation drivers, prepare robust forecasts, and position your business for the best outcome. 

See our recent transactions | Meet our Corporate Finance experts 

Client success stories

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“Bishop Fleming has provided professional and practical accounting, finance, and strategic advice since I acquired my first nursing home in 2016. They handle our Year-End Accounts, VAT compliance, corporation and personal taxes, and merger and acquisition support. They also create bespoke Management Information packs for our lender detailing covenant compliance and KPIs. The team is always available for any finance or tax matters, making them an integral part of our professional advisory team.”

Mitesh Kunvarji, Director at Crownwood Healthcare

A game-changer: Exeter City Football Club

We supported Exeter City FC in modernising its finance operations with cloud-based systems, automated reporting, and improved workflows. This enabled faster financial decisions and streamlined club operations. 

See how we helped Exeter City FC boost efficiency:

Real-time insights: Crownwood Healthcare

Our real-time management reporting transformed the business’s decision-making process, providing insights that helped drive growth and operational success. 

Discover how real-time reporting improved Crownwood Healthcare’s performance:

Seamless integration with Digital and Cloud Accounting 

Our MI services work hand-in-hand with our Digital and Cloud Accounting solutions, ensuring accurate data capture, automated workflows, and real-time reporting — giving you a complete view of your business performance. 

Learn more about how our Digital & Cloud Accounting services can complement your Management Information: Explore Digital and Cloud Accounting

Unlock clarity from your financial data

Ready to see how Management Information can transform your decision-making and business performance? Speak to a member of our team today to discuss a bespoke solution tailored to your organisation.

Key contacts

Hazel Tucker

Accountancy Partner

01803 206432

Email Hazel

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