Empowering Growth for CFOs, CPAs, and VCs

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Expand your CFO practice by
Partnering with Finvisor.

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Capacity & Service Offering Expansion

Increase your time to focus on client advisory while Finvisor handles the day to day lower-level bookkeeping and back-office tasks. When clients need help with a service you don’t offer, now you have a solution to provide that you can trust.
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Revenue Share

Make more money without taking on more work. We provide a quarterly revenue share in perpetuity of our partnership for services your clients sign up for.
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A Partner You Can Trust

Your trust is our top priority. We know to stay in our lane. You are your clients trusted Advisor so if there are services that overlap with you we make sure to not step on your toes.

Our Services

(Rev-Share Opportunties)
If you handle anything below, don’t worry; we will stay in our lane for whatever services you want us to support your clients with.
Bookkeeping
Bill Processing (AP)
Invoice Mgmt (AR)
Payroll & HR Support
Health Insurance
R&D Tax Credit
Software Automation
KPI Dashboarding/ Data Visualization

Contact Finvisor

Get on our calendar for a free introductory call.

Let us know a little bit about you

We'll get back to you within a business day, usually sooner. Or you can schedule an introductory call and get on our calendar.

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