For Consulting Firms
Visory manages your back office end-to-end and shows you exactly where revenue, utilization, and growth capacity stand - every month, in plain English.
Jessica Mitchell Business Performance Partner One client now makes up 32% of total revenue. The relationship is healthy, but almost a third of the business moves with a single account. Let's run the Visory Account Expansion Workflow together to find room to grow other accounts and broaden the revenue base.
Insight
Every month or quarter, you receive an Insights 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
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
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
Action
Every session ends with a clear action plan tied to your firm's goals, plus the targeted programs to execute it. Reduce bench from 18% to 12% by Q3. Diversify away from top client concentration. Adjust pricing for underperforming engagements. Each program is a structured play your Business Performance Partner runs with you, 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
Visory handles your bookkeeping, payroll, accounts payable, and accounts receivable end-to-end. Standardized workflows and a dedicated local team who knows how consulting firms operate.
Accurate, current books maintained to best-practice standards.
Pay runs processed on time, compliance handled, one less thing on your plate.
Bills captured, coded, and paid on schedule with full visibility.
Invoices tracked and followed up so you always know what is owed.
Recent Back-Office Activity
Delphi AI
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.
Client concentration risk: Apex Holdings now represents 32% of total revenue. Revenue diversification review recommended.
Bench cost is trending above target at 18% of total labor. Three consultants have been unassigned for 3+ weeks.
From creative agencies to consulting firms, Visory works with founders who want their financial data to actually inform their decisions.
From creative agencies to consulting firms, Visory works with founders who want their financial data to actually inform their decisions.
“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.”
“It’s actually been better than expected. However you’re doing your hiring — keep doing it.”
“Now I actually know where the business stands at any given moment. That clarity has directly helped us make better decisions as we scale.”
Book a 30-minute discovery call. No pressure, no obligation. Or request a free Business Performance healthcheck and see what your firm's data is really telling you.
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