Growth Mastery Course for Progressive Accountants (2 days)

Attract more of your ideal clients and reduce over-dependence on ‘compliance’ revenue by providing the support business owners desire.

VFD Pro’s Intensive 2 Day Growth Mastery Mastery Course for Progressive Accountants has been designed by accountants to deliver everything you need to attract more of your ideal clients and reduce over-dependence on ‘compliance’ revenue by providing the support business owners desire.

An intensive 2 day programme for those unable to commit to the full 12 week programme.

All-inclusive package:

£697 (+VAT) per person

(Team discounts available)

Book Now for 23rd / 24th November

  • Lunch and refreshments, dinner, overnight accommodation and use of the leisure facilities,
  • unlimited use of VFD Pro for 90 days plus…
  • A Client Segmentation analysis session with Mark Walker valued at £250, plus a one hour Practice Growth and Strategic Planning session with Richard Brewin, also worth  £250, all for…

So far VFD Pro has helped me pick up about £35,000 in fees. The training was £1,000 for 24 sessions over 12 weeks and I got my big wins on week 5
Hugh Stedman | Managing Partner, C&H Stedman Accountants


70%

of businesses would not
recommend their accountant


27%

of businesses are
likely to switch accountant


No. 1 Priority

more proactive advice
and support
please

Xero | Accountancy Age survey of 1,500 businesses

 

Did You Know

 

  • Part-Time FD’s and Advisers are charging your clients £600 to £1,200+ per day.
  • Business owners want more proactive support to help them achieve greater success.
  • Be the ‘Go-To’ source of financial advice in your area (for both clients & prospects).
  • Transition clients to a monthly retainer for a bundle of ‘Value Add’ services they want.

 

  • These are services you should be providing as your client’s most trusted advisor.
  • Discover how to easily deliver practical support and financial growth advice.
  • Attract more of your ideal clients by providing the financial support business owners desire.
  • Escape pressure on fee income and an over-dependence on ‘compliance’ revenues.

This intensive course will help you understand

  • Why you are critical to your clients long term success (the reasons may surprise you!).
  • Why advisory matters (and it’s not because of the predicted death of compliance!).
  • What are the 9 key areas to focus on to achieve excellence.
  • The ideal structure your firm needs to deliver an exceptional client experience.
  • How to use your VFD thinking for team and client engagement.
  • How to target your client base for an effective and sustainable rollout of value added and advisory services.
  • What success looks like and the client journey – how VFD can help you navigate the change process.
  • Why VFD services are key to becoming truly proactive in your client’s eyes.

Extra Bonus For All Attendees

All attendee firms will also receive a 1 hour, online meeting with Richard Brewin to discuss the top 3 challenges they consider their firm faces and look at strategies for addressing them. Usually priced £250.

Plus… A one hour online meeting with Mark Walker to quantify the Advisory Growth Potential in your practice. Also worth £250.

And… all attendee firms will also benefit from a 90 day extended free trial of VFD Pro, potentially value = £ thousands…

Programme Details

Day 1

Morning

Start With WHY?

  • Introductions
  • Your Objectives
  • Why businesses Fail
  • What’s your role
  • Preventing Failure

Finding The PAIN

  • Business Overview
  • Performance Analysis
  • Business Growth Modelling
  • Client Template

The Key Drivers of PROFIT

  • Performance Trend
  • Customer Analysis
  • Supplier Analysis
  • Marketing ROI
  • Business Intelligence Dashboard

Afternoon

Planning To SUCCEED

  • Customer Segments
  • Customer Targeting
  • Forecast & Funding
  • Performance vs Plan
  • Review & Planning

Exit Value Accelerator (EVA)

  • What’s your Number
  • Due Diligence Report
  • Business Valuation
  • The Planning Process
  • Preparation & Exit

Packaging Your Services

  • Communications
  • Value Based Pricing
  • Proposals
  • Production Process
  • Delivery

Day 2

Morning

Case Study

  • The 25K+ Client
  • How they view things
  • Why do they invest
  • Their experience
  • Advice for others

The Firm of the Future

  • How to run a firm in 2021 vs. How to run a firm in 2025
  • The nine areas critical to long term success
  • Management Reporting & outsourced Finance Function
  • Client Engagement and Client Acquisition
  • The importance of Education and Training

Afternoon

Summary and Wrap Up

  • 90 Day Plan ~ The process for clients rather than the time scale
  • Quantify the Advisory Growth potential in your practice: Client Segmentation analysis
  • Overcoming blocks and barriers: Effective Change Management
  • A role for everyone: Long live compliance, PLUS advisory clients
  • Effective planning, workflow organisation and value based pricing

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