Harnessing Automation for Accountants: Uncovering Risks and Opportunities in Client Data
In the fast-paced world of finance and accounting, staying ahead of the curve is essential for both accountants and their
✦ 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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You can click the 'Live Chat' button in the bottom right of your screen to talk to our customer service team.
In the fast-paced world of finance and accounting, staying ahead of the curve is essential for both accountants and their
Recent research reports that 86% of accountants expect technology to drive their firms growth through 2023 and beyond. Yet, challenges
The New Age of Accounting: More Than Just Numbers In the current economic climate, the role of accounting firms is
In the intricate world of finance and business, clients look to accountants and advisors not only for number-crunching but for
VFD Pro, the leading financial reporting and modelling platform, has announced its participation in the upcoming Digital Accountancy Show (DAS).
We are thrilled to share our latest client feedback review with you all. At VFD Pro, we take pride in
London, UK – VFD Pro, known for its transformative platform that delivers all the reporting and financial modelling tools accountants,
Case Study: Harnessing the Power of Data-Driven Decisions How Springfield Mobile Optimised Performance with VFD Pro Overview:David Lee, a Growth
Recent research shows that 88% of accounting firms face challenges in at least one of these four categories: marketing, sales,
Case Study: Case Study: Penney’s Accountancy Ltd “The support you get from VFD is awesome, you don’t get this with
Case Study: Carthy Accountants “VFD Pro saved us over 160 days per annum, equivalent to a full time, person. Time
Case Study: Grant McKnight Accountants “What used to take a team of accountants a month to prepare, is now done
Funding Options is on a mission to help accountants increase their foresightedness when dealing with SME clients and help them
Please find a useful update from Gerard Duggan and the team at Utilitrack. The Government has provided more information on
A horror story you can help your clients avoid with a little bit of prior planning and provided you know
This week our VFD Mastery Programme delegates were looking at two critical topics which apply to most businesses: Business Analysis
We were recently asked if VFD Pro could synchronise with Sage 200, the management team in this particular business were
For most business owners, running a business is like driving a car at night without using any headlights. With good
The VFD Pro are delighted to be teaming up with Tennick Accountants to deliver the ‘The Real ROI on Advisory’
We are in good company as sponsors of the Accountants in Industry Theatre at Accountex 2022. (Excel London 11-12 May

Whether part of the buying or selling team, you have a pivotal role to play in ensuring your clients achieve
VFD’s EVA suite was recently used by a fast-growing Event Solutions agency in Hampshire to assess three businesses they were
The all-new Client Discussion Model could technically be described as an ‘issue and opportunity identifier and Agenda Builder’, it delivers
As a strategy for Compliance clients, which makes more sense to you? To charge clients (and prospects), £300 to £600
Helping Owners use Financial Information to Build a Better Business. Meet Steve Price at BWP Inspire The Challenge – Getting
We have created the Financial Management for Business Owners (FiMBO) training programme to make it easy for you to provide
You can now present reports to clients in multiple languages and currencies (English UK, English US and French) and (£,
Fantastic to see more forward thinking accountancy practices added to the VFD Pro map. Improving the understanding of key financial
This session will pull everything you have heard in the previous 11 sessions together. As a thank you for attending
Why work just to give it all to HMRC, you want to keep as much of your hard-earned wealth as
Your management team and your employees are critical to the success of your business and your exit strategy. Discover the
Learn the various options available for funding your business’s growth. Understand the options accessible to buyers and how these could
Very few owners know how to harness the full sales potential of their current client list. Learn how to harness
There are a number of methods potential purchasers will use to value a business. The EVA Business Valuation Model helps
SME owners need to understand how to reduce the risk within their businesses as far as is possible. De-risking your
Discover how your potential purchaser would evaluate your business. This tool will help you to analyse the performance of a
Personal preparation is vital if you are to successfully exit your business and it determines the next chapter of your
The vast majority of business owners struggle to create sufficient equity value in their business to live the life they
Learn about the Business By Design Value Creation Process that can be applied to any business regardless of their stage
90% of businesses are not saleable. Of those for sale, more than 80% do not sell, and of those that
Just simply decide which clients you wish to automatically synchronise each month, enable ‘Auto Reporting’, enter the day of the
With the latest release you will discover the use of hover over tool tips, which have been added/extended to provide
When business owners don’t understand how you can improve their lives, persuading them to value your ‘Financial Advisory’ is tough.
All of the reports and models VFD Pro generates have always been branded with your logo, your company details and
We have created the Financial Management for Business Owners (FiMBO) training programme to make it easy for you to provide
Resources:Key VFD Pro reports and models supported by a video guide. This will help you identify, interrogate the reports and
The Business Overview Report has been updated and improved to include a Breakeven and sensitivity analysis section. This is a
Transactions x Average Transaction Value = Total Sales. These KPI’s are incredibly important because improvement can be quick and easy
How engaged are your existing customers? Maximising engagement and improving customer results in improved retention, increased cross-sales and more referrals.
Understand the business growth drivers that are critical for effective management, sustained and controllable business growth. Join us: Thursday 13th January
With all the planning done, prepare your 5 Year 3 Way forecast and regularly report ‘Performance vs Plan’ to systematically
The all new Marketing ROI Report has been developed in response to user feedback. You can now advise your clients
Upgrade 1.6.4: New enhancements to your client’s Customer & Supplier Analysis Report If you are a portal user, when you
Discover how small improvements in the Business Growth Drivers quickly compound to deliver outstanding improvements in profit and equity value.
QBO Is Now Supported By VFD Pro When you next ‘Add a Client’, to your VFD Pro Portal in addition
Upgrade 1.6.1: ‘Free’ vs ‘Paid’ Connections – Now Live Now you can deliver much more value to all your clients
The all-new Performance Trend Report can be used with any client, whether they have one month or one hundred months
Most businesses focus most of their sales effort on acquiring new customers when the fastest way to grow is to
A huge thank you to Cliff Spolander of Business Optics for a very informative, educational and above all valuable insight
Mastering a new skill takes practice, providing online workshops to present, explain, and answer questions is a great way to
We are pleased to announce that you can now offer the full suite of Enhanced Management Reporting, Business Growth Advice
Even practices on the ‘Advisor Plan’ who are paying just £50 per month, can send all clients the incredibly valuable
The Evoke team have an exceptional skillsets honed throughout notable careers at large multinational corporations. Their part-time FDs allow smaller
Evoke Management commissioned a series of bespoke workshops for their entire network of Part Time Financial Directors and Business Advisors
Wednesday’s BBC headline: Coronavirus: A fifth of smaller UK firms ‘will run out of cash’, clients need help and you
The current crisis means more than ever, businesses need sound financial planning and that includes a robust forecast that reflects
The CAMPARI model (Character, Ability, Margin, Purpose, Amount, Repayment, Insurance) is widely used as a health-check for businesses when approaching
This report is the first of the ‘Top Line Growth’ exception reports and is generated when the combination of new
Revised Report Layout: The reports will be presented in three sections: Enhanced Performance and Management Reports Business Growth Advisory Models
The Business Overview Report is a simple but incredibly useful one-page overview of your client’s business. This report has been
Whilst the VFD Pro Portal is simplicity itself to use, it just got a whole lot easier with the addition
These were the words of an ambitious CIMA qualified accountant who, having spent time in corporate as an FC, knows
Before discussing the VFD Pro reports, the financial models or the BI Dashboard with their clients, accountants who use Xero,
VFD Pro have now made it even easier for you to understand the opportunities and risks your clients are facing
VFD Pro have launched their first 2 opportunity exception modules (Utilities & Telecoms) which will automatically analyse every single transaction
New playbook now available for VFD Pro Performance Analysis Report with accompanying Accountants ‘User Guide’.
When business owners receive an email from their accountant saying: ‘There are some very specific things you could do to
VFD Pro is delighted to announce that Utilitrack, the UK’s best kept Utilities Secret have been approved and added to
On the 16th July 2019, these were the words contained in an email sent to the Virtual Finance Director from
Increase prices and your profits will soar, but how do you avoid the risk of losing or upsetting clients? It’s