Case Study: Transforming Client Engagement and Growth: Sharon Hirsch’s Use of VFD Pro in Advisory Excellence
Focus: Part-Time and Fractional FD Services & Business Education
Advisor: Sharon Hirsch | Argus Accounting
Sharon Hirsch, founder of Argus Accounting, is redefining how accountants and advisors can support business owners. By leveraging VFD Pro, Sharon has elevated her practice to provide deeper financial insights, build stronger client relationships, and drive significant growth. Her story demonstrates the power of integrating financial advisory tools to deliver exceptional value to clients in diverse industries.
Unlocking Ambitious Projects with Data-Driven Forecasting
Sharon worked with a client seeking to refinance a bridging loan to transform their business. Using VFD Pro’s forecasting capabilities, Sharon developed detailed financial projections to guide decision-making and build the confidence needed to secure commercial financing.
“VFD Pro allowed me to create forecasts that were not only credible but realistic, grounding their ambitions in actionable steps,” Sharon explains. Her strategic approach helped the client focus on one project at a time, ensuring their plans remained feasible and impactful.
Elevating Service Value with Confidence
One of Sharon’s clients had accumulated excess inventory during the COVID-19 pandemic, creating operational challenges. Initially, Sharon prepared a service proposal she felt underestimated her value. However, through VFD Pro and guidance from Growing Your Numbers, she adjusted her pricing and delivered a detailed breakdown of services.
The client appreciated the clarity and agreed to proceed, even expanding the scope over time. This process reaffirmed Sharon’s confidence in valuing her services appropriately, setting a precedent for future engagements.
“With VFD Pro, I could clearly demonstrate the value I bring to my clients, which strengthened our relationship and improved the outcomes for their business,” she shares.
Expanding Reach Through Strategic Referrals
Sharon’s involvement in BNI has been instrumental in broadening her client base. Collaborating with accountants who refer clients needing bookkeeping and advisory services, she leverages VFD Pro to offer high-value insights. For instance, Sharon partnered with an accountant to assist a construction company with a turnover of £3 million, providing financial management solutions and identifying opportunities for improvement.
These partnerships not only expand her reach but also establish Sharon as a trusted advisor capable of delivering results beyond compliance work.
Educating Clients to Drive Long-Term Growth
Sharon see the value of educating clients about profit drivers and financial management. Drawing on resources from VFD Pro and Growing Your Numbers, she demystifies complex financial concepts, enabling business owners to make informed decisions.
In one presentation to over 100 business professionals, Sharon demonstrated how small changes in financial management could drive profitability. The session led to two new clients, including a £2.8 million turnover business now benefiting from her advisory services.
“VFD Pro equips me with the tools and confidence to engage clients on a deeper level, helping them see the bigger picture and take actionable steps towards growth,” Sharon notes.
In Conclusion
Sharon Hirsch’s journey showcases how accountants and advisors can transform their practices with VFD Pro. By combining strategic forecasting, confident pricing, and client education, Sharon consistently delivers value that goes beyond expectations. Her story inspires fellow advisors to leverage the power of VFD Pro to build stronger client relationships and achieve impactful outcomes.
Contact Sharon Hirsch: Visit Website
Advisor’s Reflection:
“VFD Pro has completely transformed how I engage with clients, starting from bookkeeping and growing into deeper advisory roles. Bookkeeping often opens the door, but VFD Pro enables me to go much further—delivering insights that help clients make informed decisions and achieve their goals. The tools, combined with the support from VFD Pro and Growing Your Numbers, have given me the confidence to value my services properly and foster stronger, more impactful relationships. It’s not just about keeping the books straight—it’s about driving meaningful growth for the businesses I work with.”
– Sharon Hirsch, Argus Accounting