For Professional Services Firms
Visory combines managed bookkeeping with decision-ready financial insight, so founders can see what their numbers mean and act on them.
Jessica Mitchell Business Performance Partner Implementation is earning a 38% margin while Advisory is earning 62%. That gap has held for three quarters, so the current mix deserves a closer look. Let's run the Visory Project and Customer Profitability review to map the team's time and find where small shifts could open more margin.
Insight
Every reporting cycle, you receive an Insights report that explains what happened, why it happened, and what deserves attention next. Revenue quality, delivery margins, team costs, cash flow, and client concentration are translated into plain English by your Business Performance Partner.
Q1 2026 Performance Summary
BPP Summary: Revenue grew 7% this quarter while gross margin improved to 58%. Debtor days reduced by five days, although the top three clients still represent 46% of revenue and should be monitored.
Partnership
Your dedicated Business Performance Partner reviews the numbers with you in a structured strategy session. Together, you test hiring plans, pricing decisions, delivery capacity, and growth investments against what the business can actually support.
Strategy Session Agenda · Q1 2026
Action
Every session ends with a clear action plan and accountable next steps. Reprice a low-margin engagement. Model the next hire. Reduce debtor days. Diversify away from client concentration. Each program is tracked in Visory so decisions turn into measurable progress.
Q1 Action Plan - Meridian Advisory Group
Visory handles your bookkeeping, payroll, accounts payable, and accounts receivable end-to-end. Standardized workflows and a dedicated local team who knows how professional services 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 streamlines back-office workflows, surfaces risks and patterns, and flags exceptions before they become problems. Margin slipping on an engagement? Delphi catches it. A payment trending late? Flagged before it affects cash flow. Every decision still has a human behind it.
Client concentration alert: the top three clients now represent 46% of total revenue. Diversification review recommended.
Delivery margin on Advisory Retainer B has fallen below target for two consecutive months.
Visory works with founder-led services firms that want their financial data to inform pricing, hiring, delivery, and growth decisions.
Visory works with founder-led services firms that want their financial data to inform pricing, hiring, delivery, and growth 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.
Get a free Business Performance healthcheck