
CORE Insights From Data Review to Portfolio-Wide Advisory Opportunities
How accounting firms can move from reviewing client data to identifying portfolio-wide advisory opportunities.
✦ VFD Mastery delivers 28 hours of verifiable CPD – mapped to ICAEW, ACCA & CIMA requirements. ✦ CPD budgets at work: compliance, reporting, forecasting & exit planning – all covered in Mastery. ✦ Turn financial data into growth decisions with VFD tools & training. ✦ Helping businesses improve cash, profits & exit readiness. ✦ Forecasting, reporting, valuation – practical tools to run and grow your business
Financial leadership needs more than reporting
Indepth insights into business performance
From Data to Insights, to Decisions and Actions that Drive Results
Light-touch, high-impact advisory
Powerful tools to review, analyse, and predict financial data
VFD Pro connects securely to your favourite cloud accounting platform
VFD Pro supports business from Start-Up to Exit Valuation
A range of plans to provide tailored client support
Monitor, measure and forecast business performance
Light-touch, high-impact advisory
Explore 7 different business valuation models
Guides, webinars and videos
Explore key elements of the VFD Pro application
Explore the key steps to making the most of VFD Pro
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View past webinars
Did you know?
You can click the 'Live Chat' button in the bottom right of your screen to talk to our customer service team.

How accounting firms can move from reviewing client data to identifying portfolio-wide advisory opportunities.

Expert Advisory Forum (23rd April 2026)How proactive tax planning helps accountants and CFOs unlock client value, improve retention, and create new revenue opportunities.

Most forecasts look fine on paper.
But when it comes to real decisions, cash, growth and funding, that’s where they often fall short.

How structured investment appraisals, R&D and Patent Box can transform decision-making, cash flow and business value.

A practical walkthrough of how to model growth scenarios, assess funding needs, and turn forecasts into lender-ready funding proposals.

A practical, repeatable approach to generating referrals by asking better questions and positioning yourself as a trusted connector.
The University of Southampton Business School (USBS) and VFD Pro Ltd are delighted to announce that they have been awarded

Referrals are the lifeblood of every advisory business, but getting them consistently requires more than just asking.

The power of the Forecast & Funding Model

The power of the Forecast & Funding Model

The Strategic Planning Model

How Accountants Can Unlock Hidden Value Through Innovation

Learn how to build confidence, consistency, and credibility in your marketing, while keeping your authentic voice front and centre.

The power of the Client Discussion Model

Step Into Strategic Advisory – Without the Overwhelm

How to Market & Sell High-Value Management Reporting & Fractional CFO Services

Grow fees, not payroll. Learn how smarter processes and scalable client insights let your firm boost revenue without adding staff.

Advisory Forum (30th October 2025)

Every great client relationship starts with a conversation.
Continuing Professional Development (CPD) is a non-negotiable requirement for accountants in practice and in business. Whether you’re a member of

Advisory Forum (26th September 2025)
VFD Pro Now Available in the QuickBooks® App Store We’re excited to announce that VFD Pro is now officially listed
ABGI UK Partners with VFD Pro to Help UK Businesses Unlock the Full Potential of Patent Box and R&D Tax Schemes
Are you giving clients the tax advice they deserve? Key Takeaways Failing to talk to clients about innovation tax reliefs
Introduction UK SMEs—accounting for around 99 % of businesses—face ongoing challenges: fragile cash reserves, limited financing, and a lack of exit

Demonstrating how accountants can use the new VFD Pro Advisory Edge plan to instantly generate business valuations and growth strategies at the click of a button.
The Future of Advisory: AI and Automation As the accounting industry evolves, firms are increasingly looking to artificial intelligence (AI)
Real-Time Insights for Proactive Decision-Making In today’s fast-paced business environment, clients need more than just historical data—they need real-time insights
Unlocking Growth: What Services Do Businesses Really Need from Their Accountants? In today’s fast-evolving financial landscape, businesses have diverse and
Presenting ‘FD Live’ at Accountex 2025 For the fourth year running VFD Pro are proud to be sponsoring the newly
Talent Retention Through Meaningful Work Attracting and retaining top accounting talent isn’t just about offering competitive salaries or benefits, it’s
Client Retention Through Personalised Advisory Client retention is the foundation of any successful accounting practice. While attracting new clients is
FD Spotlight: Michael Wells – Empowering Businesses with Strategic Financial Insights Advisor: Michael Wells | SRB Accountancy At VFD Pro,
Fractional FD Profile: Unlocking Financial Potential with VFD Pro and Growing Your Numbers Focus: Part-Time and Fractional FD Services &
Breaking the Compliance-Advisory Barrier: Practical Steps for Accountants Expanding from compliance services into advisory work is a goal for many
Case Study: Transforming Client Engagement and Growth: Sharon Hirsch’s Use of VFD Pro in Advisory Excellence Focus: Part-Time and Fractional
Case Study: Unlocking Growth Opportunities for Business Owners with VFD Pro Focus: Part-Time and Fractional FD Services & Business Education
Case Study: Driving Growth and Empowering Clients Focus: Part-Time and Fractional FD Services & Business Education Advisor: Sue Allen |
Case Study: From Practice Accountant to Changing Lives Focus: Part-Time and Fractional FD Services Advisor: Donna Russell | Simply Results
Enhancing Investment Opportunity Assessments for Private Equity Firms with VFD Pro Private equity (PE) firms face increasing pressures when evaluating
Case Study: Energising Growth in the Renewable Sector Focus: Part-Time and Fractional FD Services Advisor: Michael Sparksman | Virtual FD
Burgis and Bullock – FD Fusion: Unlocking Productivity for UK SMEs Through Financial Leadership Introduction In an exciting collaboration, VFD,
How to Continuously Improve Your Advisory Practice Introduction Transitioning to advisory services is a significant achievement for any accounting firm.
Supporting Client Success and Driving Growth Through Advisory Services Introduction In today’s fast-paced business environment, accountants are no longer just
How to Upsell Advisory and Part-Time FD Services Introduction Once you’ve engaged clients in conversations about advisory services and demonstrated
Turning Client Interest into Action: Strategies for Engagement Introduction As your firm begins to raise awareness about its new advisory
How to Introduce Clients to Your New Advisory Services Introduction Transitioning from traditional compliance work to offering advisory services is
Training Your Team for Advisory Success: Overcoming Internal Barriers Introduction Shifting from compliance-based work to advisory services is not just
How to Choose the Right Technology Partner to Support Your Advisory Offering Introduction Transitioning from compliance-focused services to advisory work
Creating a Solid Implementation Plan for Advisory Services Introduction Transitioning your accounting firm from compliance-based services to offering high-value advisory
Embracing Advisory Services: Why Now is the Time for Change Introduction In recent years, the accounting industry has undergone significant
Ensuring You Have Round Pegs in Round Holes The success of your advisory services hinges on your people. Your team
Sustaining Your Early Advisory Success In the fast-paced world of accounting, success often comes quickly to those who are diligent
Enhancing Client Service and Scalability: The Role of Streamlining and Standardising Processes In the dynamic landscape of accountancy, firms face
Crafting a Clear Strategic Advisory Plan In our journey to implement scalable advisory services, the importance of a clear, well-crafted
We’re All in the Same ‘Advisory’ Boat If you’ve ever attempted to implement advisory services across your entire accounting practice,
Identifying Clients Ready for the Next Step: The Role of the Profit & Value Healthcheck For accountants, bookkeepers, and business
The Strategic Value of Part-Time Financial Directors Over Coaching Introduction In the evolving landscape of financial advisory services, accountants often
Elevate Your Advisory Services with Insights from Xerocon 2024 In this article we explore the key themes from Xerocon 2024.
Transforming Insights into Actions: VFD Pro at Accountex 2024 … and relax… As we reflect on two exhilarating days at
Accountex 2024 – Accountants in Industry For the third year running VFD Pro are proud sponsors of the ‘Accountants In
Now with Even Greater Power and Flexibility to Customise Reporting Transform the way you generate reporting within your VFD Pro
Empowering Irish SMEs: SortMyBooks and VFD Pro Partnership As 2024 gets underway, VFD are delighted to share the
How VFD Pro’s Training Program and Webinars Fulfill ICAEW’s Verifiable CPD Requirements ICAEW – a new approach to CPD As
Navigating Financial Futures: The Rise of Virtual CFO Services in the UK Introduction to the role of ‘Virtual CFO’ In
Case Study: Revolutionising Financial Transparency & Growth Client: Logistics SME in the Circular Economy Sector Advisor: Planning for the Best
Unlocking Business Potential: Key Insights from Our Business Growth Drivers Session Our latest session in the Financial Management for Business
The Leveraging FiMBO Insights: How to Successfully Grow Your Business Explore key insights from our FiMBO session on business growth,
Elevate Your Business with the VFD Pro All-in-One Strategic Planning Model The Strategic Planning Model is a groundbreaking solution that
Case Study: Accelerating Business Success with VFD Pro Client: Home Repair and Maintenance SME Advisor: Planning for the Best Background: Initially
Valuing Businesses with Recurring Revenue: Distinguishing Low vs. High Streams Business valuation isn’t a one-size-fits-all equation. With myriad factors at
Business valuation is a multifaceted discipline, evolving in tandem with economic complexities. One method that remains continually debated among experts
The Cash Flow Valuation method looks at the ability of a business to generate sufficient cashflow to substantiate its future
In the ever-evolving landscape of business and decision-making, accurate and reliable forecasting is an essential component for success. It enables
In the intricate realm of business valuation, Discounted Cashflow Valuation, commonly known as DCF, stands out for its forward-looking perspective.
In the diverse field of business valuation, the Balance Sheet Valuation remains a classic. It offers a snapshot of a
Launch of Growing Your Numbers A New Avenue for Business Success and Advisory Support The VFD Pro team are thrilled
In the expansive domain of business valuation, different methods cater to various industries, stages, and business models. A favorite among
The realm of business valuation is vast and varied, encompassing a multitude of methods. Among them, the Simple Cash Payback
In the world of business valuation, the EBITDA Multiplier method stands tall as a trusted and widely-used approach. EBITDA, which
Introduction The Recovery Loan Scheme (RLS) 3.0 is a UK government-backed initiative aimed at supporting businesses as they navigate the
In the vast landscape of business valuation, understanding each method in detail can profoundly influence the advice and strategies you