How do you want to deliver Instant Financial Advisory?
Delivering Instant Financial Advisory for you and your team is easier than you think. Dip your toe in the water and do things one step at a time, or go for it all at once, whatever works best for you, there is a package of tools, support and training to get you and your team up and running in no time:
Create a future focused client meeting agenda in under 5 minutes. Demonstrate the current value of their business and the potential for the future.
From only £69 per month
Every business owner serious about growth and efficient management of their business needs a regular review of their Management Information.
From only £129 per month
Planning & Forecasting
Everything you need for planning and forecasting as part time Finance Director / CFO to provide the financial support essential to all businesses.
From only £199 per month
Everything you need to help your clients build equity value and when the time comes, to exit successfully. Including valuations and due diligence.
From only £299 per month
Implementing VFD Pro is as simple as 1, 2, 3…
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Whatever your situation, when you deploy your Virtual Finance Director strategy, you enjoy the confidence that comes from knowing you have a 90 day, unconditional 100% satisfaction or your money back guarantee. Most firms fall into one or other of the categories below:
Large National Firm
Typically start with a limited scale pilot involving 3 or 4 offices and several staff at each office to establish the benchmarks, systems and process that works best and to establish the ROI ready for a wider scale roll-out.
All personnel involved in the pilot are typically trained to deploy the Compliance+ Strategy to both increase fee income and upsell higher value services whilst two or three Client Managers from each office go on to be trained to deliver the full suite Financial Advisory solutions; Management Reporting and Review, Growth Planning, Forecasting and part-time FD / CFO, and Exit Planning and related support activities.
In most cases the project is championed by one of the Partners working with a team of Client Managers who are keen to deliver greater value for clients by taking a more proactive role supporting their financial management and controls.
Most if not all staff are typically trained to deploy the Compliance+ Strategy to increase fee income across the firm, whist a select group of the more experienced Client Managers are also given training and responsibility for presenting and delivering the more lucrative Financial Advisory solutions; Management Reporting and Review, Growth Planning, Forecasting and part-time FD / CFO.
The practice owner is typically the driving force, working with a handful of Client Managers to deliver greater value in a way that is scalable and not depending on them to achieve growth.
In most cases all Client Managers are trained and deploy the Compliance+ Strategy to increase fee income whilst the practice owner and perhaps one or two Client Managers also receiving training and support to selectively upsell and deliver Financial Advisory solutions; Management Reporting and Review, Growth Planning, Forecasting and part-time FD / CFO.
Join the practices delivering the greatest client value…
- The team at VFD Pro provided excellent support in the delivery of our Finance Management for Business Owners (FiMBO) education programme. …17/12/2021
- One of the main benefits is you’re in teams of up to about 10 who are learning how to use the VFD Pro and we’re talking through real live…10/05/2021
- I think it’s a fantastic product. Delving into the reports and learning more about them picks up all the little bits you might miss otherwise,…26/04/2021
- The best thing about it would be to start the experience of transitioning to the finance director role; gaining some experience from the training.21/04/2021
- Key benefits are sales training, understanding the product, and application. The twofold benefit for us will be the increased revenue and insight…19/04/2021
- Understanding of the reports; they are very detailed and very complex. I get why they need training as without it you could get very lost in them…15/04/2021
- For us it’s just given insight into the VFD role which is what we wanted; it’s not about just learning the software, but what it can do and how to…14/04/2021
- I think that’s it’s being carried out in a shared space with other business owners and accountants means that you can share ideas about the…19/03/2021
- The key benefit is the fact that they keep you accountable; they give you things to do, and meeting twice a week helps as well.19/03/2021
- We benefit in two main ways: …15/03/2021