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Better Meetings = More Value = Increased Fee Income… But how?

Client meetings that focus on the future and the potential for clients to increase profitability and the value of their business are invariably perceived as being much more valuable than the typical Year-End meeting that focusses on last year’s filed accounts and not much else – fact! If perceived as ‘more valuable’, this prompts some …

Better Meetings = More Value = Increased Fee Income… But how? Read More »

VFD Mastery: Options for Every Stage of the Financial Advisory Journey

Until recently the VFD Mastery Training was an all-or-nothing 12-week programme that gave you and your team everything you needed to take clients from start-up to exit and everything in between.  You can now just put a ‘toe in the water’ with 1) Compliance+, before deciding if, how or when to expand your Financial Advisory …

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

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?

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 …

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

Why you should upskill your clients on Managerial Finance

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)

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?

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.

New Business Growth Model Report with added Cash Flow

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

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 …

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

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

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

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 …

Introducing Evoke Management Read More »

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

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

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

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

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

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”

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 …

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

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

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

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 …

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

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

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 …

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

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

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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