Transform financial data into the conversations clients truly value
The advisory platform for accountants in practice, bookkeepers, fractional CFOs and virtual FDs.
Help business owners achieve their goals. Use the financial data you already hold to identify where clients may need help, prepare better conversations, turn agreed priorities into practical action and review progress.
Help clients improve their future, not just understand their past
Compliance and bookkeeping help clients understand what has happened. That matters, but much of it looks backwards.
You can help clients decide what happens next and support practical action to improve their future.
Business owners need help to understand what the numbers mean, what may need attention, what they want to achieve and what to do next.
VFD Pro helps you build on trusted compliance and bookkeeping relationships by preparing better conversations, agreeing priorities, supporting practical action and reviewing progress.
More value for clients. Stronger relationships. More valuable work for you.
Built for the way you work
Use the financial data you already have to start better conversations and provide the right level of support for each client.
Create more valuable client conversations
Use the financial data you already hold to identify where clients may need support, prepare relevant conversations and turn suitable opportunities into valuable paid work.
Explore VFD Pro for accountants → BookkeepersBuild on the trusted relationships you already have
Use the numbers you work with every day to spot where attention may be needed, start better conversations and help clients decide what to do next.
Explore VFD Pro for bookkeepers → Fractional CFOs and virtual FDsGo further with every client
Bring greater structure to each engagement by identifying priorities, turning decisions into practical action and reviewing progress with the owner.
Explore VFD Pro for fractional CFOs and FDs →Develop your team. Strengthen client relationships.
The opportunity is not simply to identify more advisory work. It is to help more of your people become confident and capable in preparing for valuable client conversations.
Practice leaders are already connecting clients, involving managers and exploring how wider client-facing teams can use CORE Insights in everyday work.
Prepare with confidence
Use guided analysis and practical prompts to understand the issue, prepare useful questions and recognise when more experienced input may be needed.
Develop through real work
Connect relevant client issues with Academy resources, team discussion and supported experience, not theory in isolation.
Create more valuable relationships
Help more team members contribute to relevant conversations that build understanding, trust and opportunities to add value.
Developing capability across the team can make valuable client conversations more consistent, repeatable and easier to build into everyday practice.
Make client conversations more valuable
VFD Pro gives your team a consistent route from data to better conversations, practical action and review.
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Identify
Find a reason to engage
Use existing financial data to highlight possible issues, risks and opportunities that deserve professional review.
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Prepare
Understand what matters
Review the figures and business context, use practical prompts and prepare useful questions before speaking with the client.
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Engage
Have a better conversation
Use clear information to help the owner understand what matters, clarify what they want to achieve and agree the priorities.
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Act
Turn decisions into action
Agree what needs to happen, who will take responsibility and how progress will be reviewed.
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Review
Review progress and next steps
Review agreed measures, revisit assumptions and adapt priorities as the business and its circumstances change.
This gives your team a process they can learn, apply and repeat. It does not expect every team member to become an advisory specialist overnight.
Know where your help may matter most
CORE Insights reviews the financial data across your connected client base to highlight possible issues, risks and opportunities that deserve professional review.
Give your team a clearer place to begin.
Use the information you already hold to see:
- where attention may be needed
- what may be driving the figures
- which clients to review first
- what questions to prepare
- what practical next step to discuss
Better focus. Better preparation. More relevant conversations.
Explore CORE InsightsStart with familiar data. Build team capability.
VFD Pro starts with the financial data you already hold. Current practice engagement shows firms connecting client bases, involving managers and exploring how wider client-facing teams can use CORE Insights.
Observed in current practice engagementConnect existing clients
Bring connected client data into a consistent review process and identify where professional attention may be useful.
Involve more of the team
Give managers and client-facing colleagues a structured starting point for preparing relevant conversations.
Develop through real work
Use reviewed findings, practical prompts and supported exercises to build confidence before taking the approach to clients.
Works with the accounting data sources practices already use
Having the numbers is not the same as knowing what to do with them
VFD Pro provides the financial tools. Practical training, guidance and human support help you use them with confidence and build them into the way you work.
Tools
Turn financial data into useful insight.Use CORE Insights and the wider VFD Pro tools to identify possible needs, prepare conversations, support decisions and review progress.
Explore VFD Pro toolsTraining
Build knowledge and confidence.Develop the skills to understand the issues, ask better questions and help clients decide what to do next.
Explore training optionsPractical support
Apply the approach with real clients.Get guidance as you build, sell and deliver advisory, fractional CFO or virtual FD services.
Explore practical supportVFD Mastermind
Build it into the way you work.Bring the platform, learning and practical support together to develop and grow a repeatable service.
Explore VFD MastermindSo you’re not left with another piece of software and expected to work out the rest for yourself.
Start where you are. Build from there.
You do not need to transform your practice overnight. Start with the client needs and opportunities you can identify today, then add the tools, skills and support that fit your clients and your team.
CORE Insights
Know where to start.Use existing financial data to highlight possible risks, needs and opportunities, decide where to focus and prepare a relevant client conversation.
Explore CORE InsightsFiMBO and Exit Planning 101
Help owners understand what drives results.Explore growth, profit, cash flow and business value, then identify practical low-cost and no-cost actions.
Explore training optionsVFD Pro tools
Turn decisions into practical action.Use practical tools and clear processes to agree what needs to happen, who will do it and how progress will be reviewed.
Explore VFD Pro toolsTraining and VFD Mastermind
Develop you and your team.Build the confidence, processes and commercial capability to deliver and grow advisory, fractional CFO and virtual FD services.
Make the value of your advice easier to see
Compliance and bookkeeping matter. They explain what has happened.
Your added value is helping owners improve what happens next.
Help owners focus on what needs attention, agree priorities, take practical action and review progress. That makes the value of your support easier to understand.
Better insight supports better conversations. Better conversations can reveal where help is needed. Practical action and reviewed progress make that value easier to demonstrate.
Ready to see what VFD Pro could do for your practice?
Start with your clients, your team and the financial data you already have.
Use VFD Pro to prepare better conversations, support practical action and review progress across your client base.
