Virtual CFO Services

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 Business Performance platform. Then we go a level deeper, with the tools to turn the numbers into decisions.

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Monthly Insights 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+ professional services businesses

We'll review your setup and show you what clarity looks like. Response within 1 business day.

Trusted by 500+ professional services businesses, including:

What you actually get

CFO-level clarity. Without the CFO-level overhead.

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 Business Performance 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 Business Performance 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.

Book My Free 30-min Review