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In partnership with AVN, training to grow your accounting firm

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Recent research shows that 88% of accounting firms face challenges in at least one of these four categories: marketing, sales, productivity, and profitability. With such a significant proportion of firms struggling in these areas, it’s clear there’s a real need for support and guidance. Despite being highly qualified technically, many accountants have never been trained …

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Financial due diligence and offers made on three companies in one day

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VFD’s EVA suite was recently used by a fast-growing Event Solutions agency in Hampshire to assess three businesses they were evaluating and potential acquisition targets. Having purchased businesses previously, and integrated them into the group they were painfully aware of the time and cost typically associated with assessing and valuing each business. Their CFO had …

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FiMBO: Price Rise and Part of the Service or a One-Off Charged for Option?

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As a strategy for Compliance clients, which makes more sense to you? To charge clients (and prospects), £300 to £600 to attend a valuable programme of Financial Education, or To offer Financial Education as part of your service, and increase fees across the board We will come back to that question in a moment because …

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Why you should upskill your clients on Managerial Finance

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We have created the Financial Management for Business Owners (FiMBO) training programme to make it easy for you to provide your clients with the financial training they so desperately need and help you sell your Financial Advisory services. Why not join one of our weekly sessions which focus on the biggest challenges faced by SMEs. …

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Parlez-vous français, or do you prefer Z’s to S’s in your Organisation (Organization)

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You can now present reports to clients in multiple languages and currencies (English UK, English US and French) and (£, $ & €). The following are already available in multi-language/currency: Business Overview Performance Analysis Management Report Customer Analysis Supplier Analysis Performance Trend Business Growth Model Client Segmentation Model Customer Targeting Model

Why not join us?

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Fantastic to see more forward thinking accountancy practices added to the VFD Pro map. Improving the understanding of key financial data to deliver better business outcomes. Take out a free trial here.

12. Putting it all together

Exit Planning / By

This session will pull everything you have heard in the previous 11 sessions together. As a thank you for attending this final session, you will receive an invaluable exit planning blueprint to guide and assist the implementation of your exit. Join us: Thurs 7th April 2022 @ 12.30

11. Tax Planning

Exit Planning / By

Why work just to give it all to HMRC, you want to keep as much of your hard-earned wealth as possible. Learn the importance of tax-efficient planning and how to keep hold of as much as possible whilst complying with all your tax obligations. Join us: Thurs 31st March 2022 @ 12.30

10. Preparing Your People Plan

Exit Planning / By

Your management team and your employees are critical to the success of your business and your exit strategy. Discover the critical HR factors you should be aware of to ensure this vital part of your business is in order and legally compliant. Read more Join us: Thurs 24th March 2022 @ 12.30

9. Funding

Exit Planning / By

Learn the various options available for funding your business’s growth. Understand the options accessible to buyers and how these could impact your future exit plans. Join us: Thurs 17th March 2022 @ 12.30

8. Growth

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Very few owners know how to harness the full sales potential of their current client list. Learn how to harness this potential and grow a business in the most cost-effective and efficient way before pressing that “sales and marketing” button. Join us: Thurs 10th March 2022 @ 12.30

7. EVA Valuation Report

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There are a number of methods potential purchasers will use to value a business. The EVA Business Valuation Model helps buyers and sellers understand the key methods used for valuing SMEs and produces a valuation range relevant to the business. Join us: Thurs 3rd March 2022 @ 12.30

6. De-Risking

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SME owners need to understand how to reduce the risk within their businesses as far as is possible. De-risking your business not only protects the wealth the owner has already created but it also will help increase the overall value of the business. Join us: Thurs 24th February 2022 @ 12.30

5. EVA Due Diligence

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Discover how your potential purchaser would evaluate your business. This tool will help you to analyse the performance of a business from an unbiased viewpoint, highlighting the KPIs that will be relevant to your prospective purchasers. Join us: Thurs 17th February 2022 @ 12.30

4. Personal Exit Preparation

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Personal preparation is vital if you are to successfully exit your business and it determines the next chapter of your life, be it retirement or moving on to another project. Discover how to prepare for what lies ahead, both pre- and post-exit. Join us: Thurs 10th February 2022 @ 12.30

3. Wealth Planning

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The vast majority of business owners struggle to create sufficient equity value in their business to live the life they desire after they exit their business. Do you know ‘Your Number’ and what you can put in place to bridge your wealth gap? Join us: Thurs 3rd February 2022

2. Business By Design Methodology

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Learn about the Business By Design Value Creation Process that can be applied to any business regardless of their stage of development. Discover the tools required to help both the owner and their business prepare for a successful exit. Join us: Thurs 27th January 2022 @ 12.30

New Business Growth Model Report with added Cash Flow

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When business owners don’t understand how you can improve their lives, persuading them to value your ‘Financial Advisory’ is tough. When they understand the growth potential using their numbers, persuading them to invest in their future, paying for enhanced financial reporting and support becomes a walk in the park. In a matter of minutes you …

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Now you can offer even more value to your clients using the VFD Pro Academy

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Resources:Key VFD Pro reports and models supported by a video guide. This will help you identify, interrogate the reports and build the models – making your client meetings even more productive. Support:‘Release notes’ are added each time new functionality is available. Here you will also find the most ‘Frequently Asked Questions’. Modules:A full range of …

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8. Transaction / Transaction Value

FiMBO / By

Transactions x Average Transaction Value = Total Sales. These KPI’s are incredibly important because improvement can be quick and easy to implement. Join us: Thursday 24th February @ 2pm Book Your Free Place

6. Customer Attrition

FiMBO / By

How engaged are your existing customers? Maximising engagement and improving customer results in improved retention, increased cross-sales and more referrals. Join us: Thursday 10th February @ 2pm Book Your Free Place

12. Performance vs Plan

FiMBO / By

With all the planning done, prepare your 5 Year 3 Way forecast and regularly report ‘Performance vs Plan’ to systematically grow your business. Join us: Thursday 16th December @ 2pm Book Your Free Place

1. How to grow your business

FiMBO / By

Discover how small improvements in the Business Growth Drivers quickly compound to deliver outstanding improvements in profit and equity value. Join us: Thursday 6th January @ 2pm Book Your Free Place

How VFD Pro helped Evoke and their clients deliver and receive more value

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The Evoke team have an exceptional skillsets honed throughout notable careers at large multinational corporations. Their part-time FDs allow smaller businesses to benefit from a top level FD as an affordable, practical and economical solution. To deliver exceptional financial guidance outstanding FD’s need timely financial information on which to base their decisions. In a large …

How VFD Pro helped Evoke and their clients deliver and receive more value Read More »

Introducing Evoke Management

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Evoke Management commissioned a series of bespoke workshops for their entire network of Part Time Financial Directors and Business Advisors to discover how VFD Pro could help them spend less time analysing and reporting to enable them to deliver greater value for current and future clients. The first VFD Pro / Evoke Workshop took place …

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A fifth of smaller UK firms ‘will run out of cash’

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Wednesday’s BBC headline: Coronavirus: A fifth of smaller UK firms ‘will run out of cash’, clients need help and you are almost certainly the only one they can turn to. Read the article here: https://www.bbc.co.uk/news/business-52114414. Time is of the essence, businesses will need detailed financial and cash flow planning, to apply for funding support to …

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VFD Pro 3 Way Forecast Model – Online Workshop Video

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The current crisis means more than ever, businesses need sound financial planning and that includes a robust forecast that reflects the current reality: The impact of Furloughing staff, putting VAT payments on hold (temporarily), delaying payment of corporation tax, payment plans for rental income, grants, the list goes on. The challenge of modeling the impact …

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CAMPARI – Lending Framework

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The CAMPARI model (Character, Ability, Margin, Purpose, Amount, Repayment, Insurance) is widely used as a health-check for businesses when approaching a bank for lending. Helpful structure if you are applying for loans / funding. You will need a ‘business plan’, this framework is used by many lenders.

A More Intuitive Report Layout

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Revised Report Layout: The reports will be presented in three sections: Enhanced Performance and Management Reports Business Growth Advisory Models Opportunity Exception Reports And there’s more… Reports: There are new reports available, specifically the Business Overview report and the Customer Exception reports. Delete Function: There is now an option to delete reports from the portal. …

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Now Even Easier To Use With System Help Icons

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Whilst the VFD Pro Portal is simplicity itself to use, it just got a whole lot easier with the addition of the ‘Info’ icon. Simply hover over the icon wherever you see a green ‘i’ and help text explaining what the feature or function does will appear

“As a Financial Controller VFD Pro will save me 3 to 4 days per client per month”

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These were the words of an ambitious CIMA qualified accountant who, having spent time in corporate as an FC, knows what it takes to do the job the ‘old’ way. “Using Excel Spreadsheets is time-consuming and error-prone, plus you could never be sure the numbers were correct and the models regularly broke… but no-one ever …

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Accountants also use VFD Pro to understand their own financial performance.

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Before discussing the VFD Pro reports, the financial models or the BI Dashboard with their clients, accountants who use Xero, frequently add their own business to VFD Pro. After all, the business they will know best is their own, and any data inaccuracies would immediately be highlighted. You would be amazed to discover how often …

Accountants also use VFD Pro to understand their own financial performance. Read More »

More analysis carried out for our accountant’s clients whilst they sleep

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VFD Pro have launched their first 2 opportunity exception modules (Utilities & Telecoms) which will automatically analyse every single transaction within a business and highlight whether or not there is an opportunity to improve profit. “Our Opportunity Exception Analysis combines programmed A.I. with industry expertise to ensure our customers are alerted whenever an opportunity presents …

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Burgis and Bullock – Breaking the Mould and Offering Their Clients Much More

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When business owners receive an email from their accountant saying: ‘There are some very specific things you could do to improve your financial performance’, they pay attention… On Friday the 2nd August, Sean Farnell, a Partner at Burgis and Bullock Chartered Accountants arranged for a substantial number of clients to be added to the Virtual …

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Congratulations, your certified integration has been listed on the Xero App Marketplace!

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On the 16th July 2019, these were the words contained in an email sent to the Virtual Finance Director from Xero, confirming the Virtual Finance Director has now been listed in the Xero App Marketplace. The Virtual Finance Director claims to be ‘The Only Complete Turnkey Solutions for Improved Financial Performance’ this is quite a …

Congratulations, your certified integration has been listed on the Xero App Marketplace! Read More »

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