Introducing Visory’s New Customer Solutions Team

At Visory, we believe managing your business finances should be easy, efficient, and adaptable to your unique needs. That’s why we’re shaking up the traditional bookkeeping model and delivering a new way to get the support you need, when you need it.

We’re proud to introduce the Visory Customer Solutions Team, a game-changing approach to financial support that replaces the outdated, one-size-fits-all model many businesses have relied on for years.

Why Change the Status Quo?

For decades, the industry standard has been assigning businesses a single point of contact in the form of a bookkeeper or an account manager. While this works for some, it can also present challenges:

• Conflicting Priorities: Your bookkeeper manages multiple clients, so what you deem a priority, may not align with your bookkeepers.
• Limited Expertise: Bookkeepers may have a narrow scope of expertise. Complex needs such as migrating from one software to another, may be outside of their scope of knowledge.
• Inflexible Support: Many businesses need help on the go, not just at their desks.

At Visory, we see things differently. Your business deserves fast access to specialised expertise across a range of financial needs. That’s where our new Customer Solutions Team comes in.

Meet the Customer Solutions Team

This isn’t just a team, it’s a resource designed to fit seamlessly into your operations, offering faster, more tailored support than ever before. Here’s what you can expect:

• Faster Responses: Enquiries are routed to the most suitable expert quickly, so you’re never left waiting.
• Specialised Expertise: Our team includes experts in everything from software migrations to cash flow management, giving you access to deep knowledge across a variety of needs and industries.
• Flexible Support Options: Whether you’re in the office or out in the field, you can reach us however works best for you:
  • The Visory Platform: Log requests, track progress, and get updates all in one place.
  • “New Request” Button: Submit and track your requests with clear timelines for responses.
  • Phone: For urgent issues, call us at 1800 VISORY during business hours.
  • Email: Share detailed questions or documents whenever it’s convenient for you.

The Visory Advantage

This shift isn’t just about solving problems faster, it’s about redefining what great financial support looks like. Unlike traditional bookkeepers, who juggle multiple clients with varying priorities, our team gives you:

• Dedicated Focus: Your requests are prioritised based on your needs, not someone else’s schedule.
• Broader Range of Expertise: Whatever challenge your business faces, we have the right specialist to help.

Ready to Get Started with Visory?

From December 13th, the Customer Solutions Team is ready to help you tackle challenges big and small. Whether you’re looking for quick advice, strategic guidance, or hands-on support, we’ve got you covered.

Contact us today to learn more about how this new approach can elevate your financial operations and your business success.