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How much hidden potential to increase profit, cash and business value will you find?
For Accountants & Business Advisors
- Support early-stage businesses with their financial planning.
- Deliver future focused client meetings.
- Implement comprehensive management reporting.
- Work on growth planning and reporting on performance vs plan
- I feel a need to upskill my team
- Work on exit strategy, business valuation and due diligence
For In House Accountants & Business Owners
- Take control of my business forecast
- Implement comprehensive management reporting.
- Work on growth planning and reporting on performance vs plan
- Work on exit strategy and financial due diligence
- I feel a need to upskill my team
- Understand current an future business valuation
What you can do during your 28 Day Free Trial
You have access to the full reporting suite for up to 10 clients
For every client connected via your VFD Pro Portal
Getting Started: What is the ideal business client to connect to VFD Pro?
To Deliver the Greatest Value
- Using Xero or QBO
- Bookkeeping up to date
- Raising Invoices from their accounting software (B2B)
- Selling multiple products/ services
- At least 2 years financial trading data
For everyone else
Get the business ‘advisory ready’.
Choose the best cloud platform and
bring bookkeeping up to date
Every practice plan allows you produce the Business Overview Report for every connected client.
You can select you plan based on the level of support you are planning to offer. (VFD Pro enables you to tailor the reporting suite for each client so you can personalise the ‘advisory experience’. You have flexibility to make changes as client demands change)
Future
Focused
Client Meetings
Enhanced
Management
Reporting
Forecasting
& Business
Growth
Business Sale
&
Exit Planning
What guidance can you offer me on where to start
How to implement advisory in my practice?
This is the typical advisory journey…
- Regularly send all connected clients the BOR (link) – automatically / included in all plans – no additional cost
- (Ref Client advisory Assessment when launched > to highlight the client you should talk to.
- Prior to the next client review prepare using the CDM (link)
Based on this quarterly / annual review (link to Success Framework) your clients will indicate which additional services they wish to engage (you’re not selling, they are asking).
- Enhanced Reporting (link to Adv Lite)
- PT FD services – link to A&G)
- Assistance with Exit Planning (link G&E)
Every VFD Pro plan allows you to produce a complete suite of reports for prospective advisory clients.
Exit Planning Support
Working with a business owner who is ready to exit?
Contact us to access the VFD Pro Exit Valuation Accelerator and save ‘days of your time’
Exiting Your Business At The Right Time - Recap
Detailed review of business performance over the past 3 years
Object valuation range using multiple valuation methods
Object valuation range using multiple valuation methods
Ensure you sell at the optimum moment to maximise value
Reporting to ensure the business is focused on their key deliverables
What does the business need to achieve over the next 3-5 years?
