Business performance
Data isn't the hard part. Knowing what to do is.
Visory Insights turns your numbers into the moves that move your business. Every month, a Business Performance Partner walks you through what's changed, what it means, and exactly what to do about it.
Most advisory stops at the data.
Software, accountants, fractional CFOs, spreadsheets. They all give you the numbers in some form. None of them tell you what to do about them. The data is rarely the hard part. The action is.
Raw numbers
Transactions, bills
Clean reports
P&L, dashboards
Analysis
What changed & why
Recommendations
Generic advice
Specific moves & tracking
Executed, measured, compounded
Software
Your accountant
Fractional CFO
DIY spreadsheets
Business Performance
Business Performance goes all the way to the action. We don't drop you off at "here's what's happening." We hand you the moves and track them with you.
What a strategy session actually looks like.
This is not a report handoff. It is a conversation between you and someone who knows your numbers inside out.
What you'll see
The reports.
Plain-English performance reports covering the numbers that actually drive your business. Visual, structured, benchmarked.
Profitability by client & service line
GPM and contribution margins broken out
Revenue and expense trends
Month over month with context
Cash position & runway
Forecasts and scenario planning
Industry benchmarks
Your numbers vs. similar businesses
Targeted programmes
The programmes.
Productized plays you can layer onto your monthly rhythm. Each one is designed to move a specific number, with a structured process your BPP runs with you.
Visory Project & Customer Profitability
See which projects and clients actually make you money
Visory Cash Flow Hiring Forecast
Model whether (and when) the next hire is affordable
Visory Account Expansion
Grow the customers you already have
Visory Zero-Based Budget
Rethink every dollar of spend from scratch
Visory Accounts Receivable Workflow
Get paid the money you've already earned
Services business · $2M ARR · 9-person team
What this actually looks like.
A real services business. Real numbers. Real moves. Here's how Insights compounded over 6 months.
Where they started
Services operator
Revenue targets hit, but margin felt off. Couldn't tell which clients were profitable, which service lines were bleeding, or whether the next hire was affordable.
Decisions running on gut and what worked last year.
Decisions running on gut and what worked last year.
Month 1 · Onboarding
Clean data structured for decisions.
Visory took over the bookkeeping and structured the chart of accounts to separate revenue by service line, client, and engagement. For the first time, profitability
was traceable to a project, not just the business overall.
was traceable to a project, not just the business overall.
Platform: Delphi started building memory on their pricing model, team structure, and service mix.
Month 2 · First Insights report
The picture they'd never seen before.
True GPM by service line. Their flagship offering was healthy. Two service lines added in the last 18 months were quietly bleeding margin well below peer benchmarks.
Flagship GPM
62%
Service line A
28%
Service line B
19%
Month 2 · Strategy session
Three opportunities to explore together.
The BPP didn't tell them what to do. They walked through what the numbers were showing, mapped it against patterns from similar services businesses, and
surfaced the Visory programmes that could go deeper on each one.
surfaced the Visory programmes that could go deeper on each one.
Pricing & margin
Your flagship retainer looks priced below the market for what you're delivering today.
A natural fit for the Visory Billing & Payments Strategy programme. We've seen similar agencies recover 8 to 12pts of margin from a proper repricing pass.
Service mix
Service Line A is bleeding margin, mostly through scope creep in the discovery stage.
Worth running the Visory Project & Customer Profitability programme to map exactly where the leak is. Peers who tightened discovery recovered ~15pts of GPM within six months.
Hiring decision
With the margin lifts from the first two moves, the senior account manager you've been thinking about starts to look properly affordable.
The Visory Cash Flow Hiring Forecast programme would model the next six months across hire and no-hire scenarios, so you'd know not just whether, but when it's the right call.
Months 3 to 6 · Execution & tracking
BPP tracked progress. Course-corrected month over month.
Each session: what worked, what didn't, what to try next. The action plan was a living document, not a quarterly review deck. Delphi accumulated more context on
what worked specifically for this business.
what worked specifically for this business.
Avg GPM lift
+14pts
Cash buffer
6.2mo
Founder hours saved / week
8
Your BPP is not a CFO. Not a consultant. Not a bookkeeper.
A Business Performance Partner sits at the intersection of three skill sets. That's the only person
who can turn your numbers into your next move.
who can turn your numbers into your next move.
Finance & accounting
Deep fluency in P&L, cash, margins,
and the levers that move them.
and the levers that move them.
Services operator
Knows how services businesses
actually run. Unit economics, team
structures, pricing models.
actually run. Unit economics, team
structures, pricing models.
100+ peer playbooks
Armed with what's worked (and
what hasn't) for services businesses
at your stage.
what hasn't) for services businesses
at your stage.
All three become
Business
Performance
Partner
Performance
Partner
Same person every month. Compounding context. No starting over.
Business Performance is one layer of a bigger system.
Good decisions need good foundations. We set up the goals you're working toward, structure the books to measure them, and run the rhythm that turns the numbers into action. Programmes layer in when a specific area needs targeted work.
Goals & OKRs
Define what you're working
toward
toward
Clean Books
Accurate, current, structured for decisions
Busines Performance
Reports, sessions, action plans
Programmes
Targeted work when you need it
Stop wondering what to do next.
Book a free Financial Performance Check. We'll review your numbers, show you whatyour Business Performance report would look like, and walk you through your first set of levers. No pressure, no obligation.