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✦ 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

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Case Studies

Advisory Forum

Overcome Barriers to Success

Expert Advisory Forum (26th June 2026)

Discover how self-awareness, adaptable communication and clearer positioning can help you overcome barriers and win the right clients.

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June 30, 2026
Advisory Forum

Maximise Your Marketing ROI

Expert Advisory Forum (2th May 2026)

Discover how client-focused marketing can attract more profitable clients and create stronger, longer-lasting relationships.

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May 31, 2026
Advisory Forum

Unlocking Hidden Tax Value

Expert Advisory Forum (23rd April 2026)

How proactive tax planning helps accountants and CFOs unlock client value, improve retention, and create new revenue opportunities.

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April 28, 2026

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VFD Pro in 6 steps

Help more clients survive, thrive, scale and exit successfully

VFD Pro gives accountants and advisors a structured way to support clients beyond compliance, from simple performance insight through to growth, planning and exit conversations.

VFD Pro helps you view clients at portfolio level, so you can quickly see where attention may be needed. Instead of looking at one client at a time, you can start with a clearer view of your whole client base.

Know who to speak to, and why

CORE Insights highlights potential risks and opportunities across your client base, with suggested discussion points for each client. The aim is to help you prioritise your time and focus on the conversations that matter most.

Give every client a clearer view of performance

The Business Overview gives clients a simple, accessible view of performance and key trends. It helps turn financial data into something easier to explain, understand and discuss.

Turn reports into better client conversations

VFD Pro is designed to support future-focused discussions, not just produce reports. It helps you move from “what happened?” to “what does this mean?” and “what should we do next?”

Support clients in different ways

Not every client needs the same level of support. VFD Pro helps you start with education and performance insight, then build towards financial control, planning, growth and exit support where appropriate.

Explore VFD Pro with your own clients

Connect data where appropriate, review the insight, and see how VFD Pro could help you identify priorities and start more valuable client conversations.

VFD connects directly with : Xero. QuickBooks, and a range of accounting platforms.