Business Performance Partner
Your Business Performance Partner leads the team that runs your finance function, and sits down with you monthly or quarterly to turn the numbers into decisions.
The role
A bookkeeper does the work. A dashboard shows you the numbers. Your partner makes sure both end in a decision.
Your main contact
Fluent in P&L, cash and margins, grounded in how services businesses actually operate, and accountable for every recommendation.
Delphi AI helps prepare the analysis in the background. Your partner checks it and owns it.
Leads
Leads the client team on your account: a Manager who runs the service day to day, and the Bookkeeper and Payroll Officer who do the work.
Every month
Walks you through your Visory Insights brief: what changed, what it means and what to do next.
Decides with you
You leave each session with goals, owners and a date to check back. The move is tracked until the numbers change.
As you grow
When your volumes climb, your headcount grows or you add a service, your partner re-scopes the work with you.
Your team
Your partner is your main contact. A Manager, a Bookkeeper and a Payroll Officer work alongside, backed by a shared bench, so if someone is away or moves on, the service carries on without starting again.
Business Performance PartnerYour main contact, accountable for everything delivered. Backed by a shared bench
Delphi AI prepares and checks the routine work in the background, and your team oversees it.
Over time
You meet your partner when you start, and the relationship runs on a monthly or quarterly rhythm from there.
Your partner runs your onboarding kick-off. You agree the scope and what a successful onboarding looks like, and your partner asks for everything your team needs, once.
A clear scope before anything starts
Your service goes live and your team runs your first month-end close. Your partner then walks you through what your first month shows.
A first read of your own numbers
Your Visory Insights brief arrives with the close, then a structured session with your partner that ends on one agreed move.
One move, agreed and tracked
New hires, new services, more volume: your partner re-scopes the work with you, so the service keeps pace with the business and the fee changes only when the scope does.
A service that keeps up with you
Before you commit, a senior member of the Visory team runs your free financial health check. You meet your partner at the kick-off.
Why it matters
Most businesses do not lack reports; they lack the conversation after them. The session is where the month’s numbers become a decision, and the decision is followed through.
Your partner sits on the same team as the people who keep your books and run your payroll, so the advice starts from your actual numbers, not from a report sent across.
Whatever Visory delivers, one person answers for it. You always know who to call, and they already know your business.
Questions
At your onboarding kick-off, once you have decided to go ahead. Before that, a senior member of the Visory team runs your free financial health check.
No. Your Bookkeeper and Payroll Officer do the work, and your Manager runs the service day to day. Your partner leads the team, reads the numbers with you, and is accountable for all of it.
Your partner is a message away on the platform between sessions, and your Manager runs the service day to day.
It covers the ground most businesses go to a virtual CFO for: margins, cash, pricing, hiring timing and the board-level read, inside the monthly rhythm. Virtual CFO conversations live in your partner session rather than as a separate engagement.
Get started
Get started
A senior member of the Visory team runs your free financial health check. If you go ahead, you meet your partner at the kick-off.
You’re viewing Visory AU. Would you like to visit Visory US?
