A fractional CFO for services businesses. Plus the tools to actually move the numbers.

Everything a fractional or virtual CFO does - monthly reports, strategy sessions, forecasting, budgeting - built for services businesses and packaged into the Visory Insights platform. Then we go a level deeper, with the tools to turn the numbers into decisions.
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Monthly performance reports in plain English
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Strategy sessions with a dedicated partner
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Tools to plan hires, see profitability, find leaks
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Trusted by 500+ services businesses
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Trusted by 500+ services businesses, including:

Real founders. Real results.

Bookkeeping that gives you back your time - and tells you what your numbers actually mean.

"Even with our last fractional CFO, the monthly close was really just reporting. 'Hey, you're not hitting your numbers - maybe go revise your budgets.' It was always getting kicked back to me. I always wanted someone like Visory who could say: if you want to hit these margins, here's what you need to be paying attention to."

RH
Rachelle Harper
Co-Founder + COO, BrandBossHQ

"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

"The calls have been a game changer. It actually feels like our partner understands the business. He even picked up our Stripe loan tracking without me saying anything - he just noticed it in the file and started tracking it. No one else has done anything close to that."

SR
Seth Russo
Co-Founder, Ideal Brides

What you actually get

CFO-level clarity. Without the CFO-level overhead.
The clarity a CFO would give you
Monthly performance reports in plain English. Strategy sessions with a dedicated partner who knows your business. Forecasts and budgets that hold up. The financial picture most services owners don't have.
The tools to actually move the numbers
Most fractional CFOs stop at the report. We don't. Inside the Visory Insights platform, you get the practical tools that turn analysis into decisions you can act on this month.
Backed by a real finance team
Your strategy partner is working from numbers you can trust - not spreadsheet patching or quarter-old data. Bookkeeping can run on the same platform if you want, but you don't have to start there.

Here's what arrives in your inbox every month

Not a P&L dump. Not a 40-page deck. A plain-English monthly Insights report that tells you what changed, why it changed, and what to do about it.

The tools that turn insight into action

Most fractional CFOs hand you a deck and a forecast. Visory goes a level deeper - with practical tools built into the platform that services businesses use to actually move their numbers month over month.
Hiring Cashflow Scenario Planner
"Can I afford this hire?" answered with real numbers. Model the impact of a new role, a pay increase, or a planned growth move against your actual cash position, three months out.
Project & Customer Profitability
See which clients and which projects actually make you money - and which ones are quietly costing you. Stop pricing by feel. Start pricing on the data.
Supplier & Spend Review
Zero-based review of where your money is going. Identify what to cut, renegotiate, or replace - including the software stack. The output is a quantified action plan, not another report you shelve.
Board-Ready Performance Reviews
Quarterly strategic sessions for services businesses that want the rigour of a board cadence without the overhead. Run by your Visory advisor.
Performance Management & 9-Box
Most fractional CFOs don't touch HR. We do. A structured performance and 9-box review that turns people decisions - hire, promote, exit, compensate - into ones you can defend with data.
Accounts Receivable Workflow
Stop chasing invoices manually. A structured AR rhythm with clear escalation paths, so the money you've earned actually shows up in the bank when it should.

Common questions.

A fractional CFO is one person, a few hours a month, mostly looking backward. You get a dedicated strategy partner backed by a full team, a platform with the tools to actually act on what the reports say, and a fixed monthly fee - usually for less than a fractional CFO costs.

No. It works better together - clean data feeding straight into the analysis - but you can start with the Insights and CFO layer on top of your current bookkeeper.

A plain-English narrative of what changed and why, the key numbers (revenue, margin, cash, profit per client), the actions to take next month, and what to watch for. Not a 40-page deck. Not a P&L dump. The story behind the numbers, written so you actually understand them.

Your first strategy session and report happen within 30 days of getting started. Most founders say the very first one tells them something about their business they didn't already know.

Pricing is bespoke based on the level of service and the tools you need. Our Insights offering starts at $795/mo. Bookkeeping starts at $395/mo if you want both. Walked through on your strategy review.

Ready for CFO-level clarity without the CFO-level overhead?

Free 30-minute strategy review. We'll show you what we'd put to work on your business first.

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Book My Free 30-min Review
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