For Consulting Firms

You have the data.
What you don't have
is the insight.

Visory manages your back office end-to-end and shows you exactly where revenue, utilization, and growth capacity stand - every month, in plain English.
Talk to our Team
Talk to our Team
See how it works
See how it works
Trusted by agencies and professional services firms including
The clarity gap

What Visory reveals.

Every month, your Business Performance Partner surfaces the insights that change how you run your firm.
Jessica Mitchell
Business Performance Partner

"Debtor days dropped to 28 - your best ever."

28d
Avg debtor days
▼ from 45d
Jessica Mitchell
Business Performance Partner

"You can afford the new hire. Here's the math."

4.2mo
Runway post-hire
● Comfortable
Jessica Mitchell
Business Performance Partner

"Contractor spend jumped 40% - here's why."

$28K
Monthly contractors
▲ 40% vs prior
Jessica Mitchell
Business Performance Partner

"Cash is at a 3-month high. You have room to invest."

$340K
Cash at bank
▲ 3-mo high
Jessica Mitchell
Business Performance Partner

"Revenue is up 8% - your strongest month since October."

$1.2M
Annual run rate
▲ 8.3%

What you actually get

Insight

Your firm's numbers, explained.

Every month or quarter, you receive a performance report that goes beyond charts and tables. It explains what happened in your consulting firm, why it happened, and what you should pay attention to next. Revenue per head, labor cost ratio, client revenue breakdown with concentration warnings - translated into plain English by your Business Performance Partner. No accounting jargon. No guesswork.

Partnership

A partner who understands how consulting firms operate.

Each reporting cycle, you sit down with your dedicated Business Performance Partner for a structured strategy session. Together, you review revenue per head trends, bench costs, growth capacity, and client concentration. Think of it as CFO-level clarity without the CFO-level overhead - tailored to the way consulting firms actually operate.

Action

Insight that leads to action.

Every session ends with a clear action plan tied to your firm's goals. Reduce bench from 18% to 12% by Q3. Diversify away from top client concentration. Adjust pricing for underperforming engagements. Actions are tracked in the Visory platform so nothing falls through the cracks. Over time, you build a record of decisions made, results achieved, and confidence gained.

Insight

Your firm's numbers, explained.

Every month or quarter, you receive a performance report that goes beyond charts and tables. It explains what happened in your consulting firm, why it happened, and what you should pay attention to next. Revenue per head, labor cost ratio, client revenue breakdown with concentration warnings - translated into plain English by your Business Performance Partner. No accounting jargon. No guesswork.

Q1 2026 Performance Summary
Net Revenue
$4.2M
Revenue/Head
$285K
Labor Cost Ratio
58%
BPP Summary: Net revenue grew 6% this quarter driven by two new advisory engagements. Revenue per head improved to $285K, up from $268K last quarter. Top client (Apex Holdings) now represents 32% of total revenue - recommend diversification strategy. Bench cost at 18% is above target.
Partnership

A partner who understands how consulting firms operate.

Each reporting cycle, you sit down with your dedicated Business Performance Partner for a structured strategy session. Together, you review revenue per head trends, bench costs, growth capacity, and client concentration. Think of it as CFO-level clarity without the CFO-level overhead - tailored to the way consulting firms actually operate.

Strategy Session Agenda - Q1 2026
1
Revenue per head trend review by practice area
2
Client concentration risk: Apex Holdings at 32%
3
Bench cost analysis and utilization improvement
4
Growth capacity: hiring vs. contractor model
5
Agreed actions & accountability
Action

Insight that leads to action.

Every session ends with a clear action plan tied to your firm's goals. Reduce bench from 18% to 12% by Q3. Diversify away from top client concentration. Adjust pricing for underperforming engagements. Actions are tracked in the Visory platform so nothing falls through the cracks. Over time, you build a record of decisions made, results achieved, and confidence gained.

Q1 Action Plan - Harrington Consulting Group
✓
Reduce bench from 18% to 12% by Q3
Completed
•
Diversify away from top client concentration
In Progress
–
Review pricing on three underperforming engagements
Pending
!
Meridian Partners invoice overdue - escalate collection
Flagged

Your back office, fully run - and finally useful.

Visory handles your bookkeeping, payroll, accounts payable, and accounts receivable end-to-end. Standardized, best-practice workflows. A dedicated local team who knows how consulting firms operate. Clean, current data that feeds directly into Visory Insights.
Bookkeeping
Accurate, current books maintained to best-practice standards. Reconciled, categorized, and ready when you need them.
Payroll
Pay runs processed on time, every time. Compliance handled. One less thing on your plate.
Accounts Payable
Bills captured, coded, and paid on schedule. Full visibility into what is owed and when.
Accounts Receivable
Invoices tracked and followed up. Know who owes you, how much, and for how long.
Recent Back-Office Activity
February bank reconciliation
Completed
Jessica M.
Feb 28
Q1 BAS lodgment
Submitted
James T.
Mar 12
March payroll processing
In Progress
Jessica M.
Mar 17
Overdue invoice - Meridian Partners (52 days)
Flagged
James T.
Mar 18
Delphi Alert
Client concentration risk: Apex Holdings now represents 32% of total revenue. Revenue diversification review recommended.
Delphi Flag
Bench cost trending above target at 18% of total labor. Three consultants unassigned for 3+ weeks.

Smarter workflows, human oversight.

Delphi is Visory's AI assistant. It works behind the scenes to streamline back-office workflows, surface risks and patterns, and flag exceptions before they become problems. Client concentration creeping up? Delphi catches it. Bench cost trending above target? Flagged before it erodes margins. Your team works faster and more accurately - but every decision still has a human behind it.

Trusted by services businesses who want more from their numbers.

From creative agencies to consulting firms, Visory works with founders who want their financial data to actually inform their decisions.
 Management Consulting
 Strategy Firms
 Advisory Practices
 Boutique Consultancies

"You guys are talking about our business in a completely different way than any of our financial partners ever have. Which is just really refreshing."

RH
Rachelle Harper
Co-Founder + COO
BrandBossHQ

"It's actually been better than expected. However you're doing your hiring - keep doing it."

SR
Seth Russo
Co-Founder
Ideal Brides

"Before working with Visory, our finances were an afterthought. Now I actually know where the business stands at any given moment. That clarity has directly helped us make better decisions as we scale."

TA
Troy Aitken
Co-Founder
Buzzlead

See your firm's numbers differently.

Book a 30-minute discovery call. No pressure, no obligation. Or request a free Visory Insights healthcheck and see what your firm's data is really telling you.

Talk to our Team
Talk to our Team
See how it works
See how it works

Get a free Insights healthcheck

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