As a client manager at Anthony Russel, I am constantly on the lookout for innovative ways to enhance the value of our advice to clients. That's why our investment in the VFD Mastery program has been an absolute game-changer for our team.VFD Pro has not only exceeded our expectations but has also outperformed other tools we previously considered, thanks to its comprehensive guidance and unparalleled support. Utilizing the VFD reports, we have been able to increase our clients' awareness of potential issues surrounding their breakeven position and overall cash flow. Moreover, the reporting suite comes in handy for exit planning when the timing is just right.The mastery training provided by VFD Pro has been exceptional, and it was truly inspiring to collaborate with a group of like-minded peers, each at different stages in their advisory journey. This experience has further cemented VFD Pro's place in our toolkit.What sets VFD Pro apart from other applications is its ability to cover the entire business lifecycle, from start-up to exit. Many alternative solutions require significant configuration and only focus on standard management reporting. In contrast, VFD Pro offers a seamless, holistic approach that has greatly benefited our clients and empowered us as advisors.In conclusion, I wholeheartedly recommend VFD Pro to any organization seeking to elevate their advisory services and deliver exceptional value to their clients.
Job Title:Client Manager
I recently completed the FiMBO programme - a 12-session journey designed to help business owners like me better understand the financial planning to help grow and eventually sell your business. Out of all the sessions, the one that truly stood out was number 10, Exit Planning expertly delivered by Cliff Spolander and the most impactful takeaway for me was learning about the two crucial numbers that can make all the difference in the success of my exit strategy. This eye-opening experience taught me the importance of planning five years in advance if I intend to sell my business.The stark reality of how few people actually sell their businesses for their desired price was a sobering revelation, thanks to the often-repeated message in every session.The FiMBO programme is not only worthwhile but also essential for anyone considering growing or selling their business. If you're ambitious and envision retiring in the next 10 to 20 years, this programme is incredibly useful. But for those, like me, who are developing an exit plan within the next five years, FiMBO is almost indispensable.It has equipped me with the knowledge and tools necessary to navigate the complex process of ‘business exit’, and I could not be more grateful for this transformative experience.
Job Title:Business Owner
Service(s) Provided: Training
I cannot recommend VFD Pro and their 'Growing Your Numbers' Mastermind groups highly enough. As a part time finance director focused mainly on the service sector, it is crucial for me to have a robust and reliable reporting suite that helps my clients make informed business decisions. VFD Pro has proved an indispensable tool in my practice, enabling me to work closely with business owners and help elevate their performance as they prepare for future growth or exit strategies. To be working with the team behind the reports and understand their full value is amazing. Its not just the quality of the reports, but also the support provided through the Partner programme that has impressed me so much.The 'Growing Your Numbers' Mastermind groups have exceeded my expectations with their well-structured approach. These sessions have not only helped me better understand the client value of VFD Pro but also taught me effective ways to engage with businesses of the right scale. The knowledge I have gained from attending the Mastermind groups has been invaluable in enhancing my services to my clients. The support from VFD Pro and the rest of the Mastermind group delegates has been truly overwhelming. It has inspired me to deliver part of the FiMBO webinar program, which aims to support business owners in better understanding their financial information and making better decisions.Being part of a like-minded community of accountants and advisors who not only want to help businesses succeed but also offer moral support to each other has been an incredible experience. The power of the VFD Pro reporting suite lies in its ability to provide comprehensive and accurate financial information. This will be a game-changer for my clients in the £1m to £5m turnover range who understand the importance of reviewing and utilizing financial data to improve their decision-making processes.In summary, VFD Pro and their 'Growing Your Numbers' Mastermind groups have been an invaluable asset in my practice, and I wholeheartedly endorse their reporting suite, exceptional support, and well-structured educational sessions. Accountants and business advisors looking to take their client performance to the next level should seriously consider partnering with VFD Pro.
Job Title:Management Accountant & Business Advisor
As a dedicated business advisor in the US, I work with ambitious business owners seeking to elevate their performance and ensure they are exit ready when the time comes. My clients typically have a turnover between $2 million and $20 million, and they recognize the crucial role that financial data analysis plays in making informed decisions for their businesses.
VFD Pro is an invaluable tool for business owners who want to truly understand and harness the power of financial data. Not only does it provide comprehensive, easy-to-understand, and actionable insights, but it also helps me work with the business to identify their key issues and establish the right KPIs to make progress toward their goals. This targeted approach allows the business to focus on the most critical aspects of their businesses and drive real results. VFD Pro's key attribute is translating financial data into decision making information.
One of the standout benefits of VFD Pro is their 'Mastery Programme,' developed specifically to support accountants and advisors in achieving positive outcomes with clients and prospects. By equipping me with the knowledge and tools needed to deliver impactful advice, the Mastery Programme has truly set VFD Pro apart from other financial data solutions.
Using VFD Pro, my clients will be able to make better strategic decisions, improve their operational efficiency, and ultimately maximize their business value as they prepare for their eventual exit. The platform will empower them to take control of their financial data, enabling them to set and achieve milestones that are aligned with their long-term objectives.
In today's competitive business landscape, gaining an edge is more important than ever. VFD Pro offers exactly that – a competitive advantage for advisers working with business owners who are ready to take their performance to the next level. With its unique combination of data analysis, issue identification, KPI tracking, and the exceptional training provided through the Mastery Programme, VFD Pro is an indispensable asset for those serious about unlocking a business's full potential and streamlining their exit process. I cannot recommend VFD Pro highly enough.
Job Title:Business Advisor
Company:Duke Business Advisors
Both Mark although it's mainly always Steve I/we deal with, make a v v concerted effort, going way beyond the extra mile to understand our business, immersing himself in our USP's, our features, benefits and SME "you appeal" to ensure he can continuously refer relevant clients and customers to both Know-it and Darcey Quigley. Steve has literally gone out of his way to support our businesses with v relevant and extremely good opportunity referrals, thank you. He has a tremendous work ethic, lots of energy to make things happen and is extremely thorough and his attention to detail is excellent and he tries always to make things v clear in his communications, particularly to the working group he chairs. He is proactive and has been the glue within setting up and maintaining the support of the working group. Steve proactively reached out to us to offer support as we visited Accountext, London and also was exceptionally supportive of me personally as I visited The Digital Accountancy Show and supported his live presentation session. I have personally built up a v close relationship with Steve which I'm extremely grateful for and this is not lost on me in the slightest, thank you so much.
Service(s) Provided: 2. Business Growth Planning and other FD services, 4. Supplier partner introductions for client Exception Reports, 7. Marketing collateral for use on your website, social media and email communications
What stands out about the service is the visualisation and setting up is really very good. And the reporting features which are so valuable are good.
The fact that this enables me to do so much more with my clients and the support I get from VFD for me to do this is second to none.
Job Title:Client Manager
Service(s) Provided: 1. Enhanced Management Reporting, 2. Business Growth Planning and other FD services, 3. Interactive Business Intelligence Dashboard, 4. Supplier partner introductions for client Exception Reports, 6. VFD Pro training and support Academy
I am a massive advocate of VFD. Helping clients to go on a journey from compliance driven to value adding. Accountants have access to everything from credit, funding options through to exit planning.
Their responsiveness, openness and honesty stand out for me, those are the three things you need in a relationship and we have got them.
I would happily recommend VFD pro training and support to colleagues and have already recommended to other accountants.
Job Title:Managing Director
Service(s) Provided: 4. Supplier partner introductions for client Exception Reports, 7. Marketing collateral for use on your website, social media and email communications
I think VFD's technology is brilliant, I have learnt so much on financial management.
The exit planning was definitely very useful, in fact its been brilliant.
I would say its been invaluable training for a non financial manager like myself.
Job Title:Commerical Director
Company:Risk Dashboard UK Ltd
Service(s) Provided: 3. Interactive Business Intelligence Dashboard, 4. Supplier partner introductions for client Exception Reports, 5. Online workshop series for your clients and prospects, 6. VFD Pro training and support Academy, 7. Marketing collateral for use on your website, social media and email communications
VFD are very innovative, very advanced with their software. With other companies you have to manipulate it and with VFD its great. You can produce easy to read reports and the range of reports are always growing. They have recently improved the way some of the reports look making them easy to read. This is saving so much of the accountants time, it really is great.
Service(s) Provided: 1. Enhanced Management Reporting, 2. Business Growth Planning and other FD services, 6. VFD Pro training and support Academy
VFD have a good product, it looked very useful in the training and it will be very helpful as a tool when talking to the clients. We haven't used it as yet.
I thought the training was very long and the latter part I felt was focussed on selling the product to us rather than the training.
Job Title:Senior Client Manager
Company:Meades Group Ltd
Service(s) Provided: 2. Business Growth Planning and other FD services, 6. VFD Pro training and support Academy