The free financial health check
See your numbers clearly before you commit.
A senior member of the Visory team will analyze your financials and show you where your finance function can improve. It is step two of starting with Visory, after a discovery call.
- Free and obligation-free
- Your own numbers, not a benchmark
- No upload, no form: it starts with a call
- What it is
- A read of your own financials Where your finance function can improve.
- Who runs it
- A senior member of the Visory team You meet your partner at kick-off.
- What it costs
- Nothing Free and obligation-free.
- How to start
- A discovery call No upload and no form.
What happens
We read your numbers, then talk you through them.
The check is run by a senior member of the Visory team. You see where your financial operations can improve before you agree to anything.
“Visory applies a commercial lens to how we manage client revenue, always ensuring we balance serving our clients with our business' best interests.”
Rachelle Harper Co-founder and COO, BrandBossHQ What the check covers
- We review your own numbers, and what they are really telling you.
- We show you what your Visory Insights report would look like.
- We walk you through your first set of levers: where your finance function can improve.
What you get
Then a clear proposal, and your decision.
What you leave with, whether or not you go ahead.
The findings
What can improve
Where your finance function can improve, why each item matters, and what Visory would do about it.
The proposal
A flat monthly fee
A clear commercial proposal for the scope we agree, on one flat monthly fee. No timesheets and no hourly billing.
See how pricing worksYour decision
No obligation
If it is not the right fit, you leave with a clearer read of your own numbers, and we leave it there.
Before you book
The short answers.
What business owners ask before they book.
What does it cost?
Nothing. The free financial health check is free and obligation-free.
Do I need to upload files or fill in a form?
No upload and no form. It starts with a discovery call, and the check follows.
Who looks at my numbers?
A senior member of the Visory team. If you go ahead, you meet your Business Performance Partner, who leads your dedicated team, at the onboarding kick-off.
Is it a benchmark against other businesses?
No. It is a read of your own numbers, built around your goals and the questions you want them to answer.
What happens afterwards?
You get a clear commercial proposal for the scope we agree, on one flat monthly fee, and you decide whether to go ahead. If it is not the right fit, we leave it there.
How to book
Step two of three.
The discovery call comes first, so the check is built around your goals and the questions you want your numbers to answer.
- 1
Book a discovery call
An obligation-free conversation about your goals and what you want the numbers to tell you.
Book a discovery call - 2 This page
Get your free financial health check
A senior member of the Visory team will analyze your financials and show you where your finance function can improve. It is free, and it is your own numbers.
Free · your own numbers - 3
Receive a clear proposal
A clear commercial proposal for the scope we agree, on one flat monthly fee. No hourly billing. You decide whether to go ahead.
Flat monthly fee
What happens after you say yes
Step one
Book a discovery call.
An obligation-free conversation about your goals and what you want the numbers to tell you. Your free financial health check follows.