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Choosing the Right Connection Type for Your Clients

From your initial conversation to reporting, forecasting and exit planning, select the optimum plan for your clients.

A connection type to meet every client need:

  • Future Focused Discussions: use Compliance+
  • Full Management Reporting: use Advisor Lite
  • Planning and Forecasting: use Advise & Grow
  • Exit Planning and Support: use Grow & Exit
     

Included in all plans at no extra cost:

  • Business Overview Reporting: use Business Overview

Reports & Analysis

Grow & Exit

Advise & Grow

Advisor Lite

Compliance+

Overview

Business Development

How do you want to help your client?

Exit Planning, Valuation & Due Diligence

Growth Planning & Reporting

Comprehensive Management Reporting

Future Focused Client Meetings

Monthly Overview

Report

Practice Development

Enhanced Performance Reports

Business Overview Report

Performance Analysis Report

Performance Trend Report

Board Summary Report

Board Detail Report

Management Report

Customer Analysis Report

Marketing ROI Report

Supplier Analysis Report

Business Growth Advisory

Client Discussion Model

Business Growth Model  

Client Segmentation Model

Customer Targeting Model

Forecast Model (by Customer)

Forecast Model (by Nominal)

Funding Proposal

Performance vs Forecast Plan

Non Financial KPI Model

Business Data Model

Opportunity Exception Reports

Customer Exception Report

Utilities Exception Report

Telecoms Exception Report

Exit Value Accelerator (EVA)

Business Valuation Model

Exit Planning Model

Performance vs Plan

Due Diligence Report

Connections included in each VFD Pro subscription

ALL INCLUSIVE

Unlimited

Unlimited

Unlimited

Unlimited

Unlimited

Unlimited

PLATINUM

1*

1*

1*

25*

Unlimited

Unlimited

GOLD

1*

1*

10*

Unlimited

Unlimited

SILVER

1*

3*

Unlimited

Unlimited

BRONZE

1*

Unlimited

Unlimited

Cost for additional connections
 (volume discounts apply) 

£150 / mo.

£75 / mo.

£15 / mo.

£3.50 / mo.

Included

Potential ROI: Client Fee Income

£1,500 to £5,000+

per month

£1,000 to £4,000

per month

£250 to £500

per month

£50 to £150

per month

10% to 30%+ fee increase

‘Business Development’ connections are included with every subscription to support your sales discussions.

*Demonstrate and discuss with clients / prospects – use the Business Development connection for 30 days for any client

Please note:

  • Unless otherwise stated all connections are provided on a 1 month rolling basis.
  • ‘Grow & Exit’ connections are provided on a minimum 12 month contract. Click here for alternative prices and options.
  • Annual payment benefits from 12 months for the price of 10 months.
  • All prices are subject to VAT.

Developing Your Service Proposition

Once you have reviewed your client base and established the relevant connection types a typical implementation across your client portfolio will most likely reflect the table below. Click here to see and example of the service levels you could recommend to your clients and prospects.

Service Level

Typical Client Requirement

% Clients

Connection Type

1

Master Financial Management with Training and Insights

Gain essential financial skills and track your progress through our specialised training programs and straightforward monthly reports.

80%

Business Overview

2

Unlock Your Business’s Growth Potential

Discover actionable insights and strategies designed to boost profit, improve cash flow, and enhance business value.

10%

Compliance Plus

3

Transform Data into Strategic Decisions

Leverage your accounting data to meet quarterly goals and drive continuous business improvement with targeted insights.

4%

Advisor Lite

4

Secure Your Financial Future with Expert Oversight

Ensure financial integrity and proactive management by engaging a dedicated part-time Financial Controller for your business.

3%

5

Strategic Financial Leadership for Growth

Propel your business forward with expert planning, forecasting, and risk management provided by a part-time Finance Director.

2%

Advise & Grow

6

Maximise Your Business Value for a Successful Exit

Prepare your business for sale and maximise its market value through comprehensive strategic planning.

1%

Grow & Exit

Connection Discounting:

The count of connections applies to Advisor Lite / Advise & Grow / Grow & Exit (this does not include Compliance+)

Number of ConnectionsDiscount Applied
1 to 24 connections0%
25 to 99 connections30%
100 to 499 connections35%
500 to 999 connections40%
1000+ connections45%