CORE Insights
$129
per month
Identify which clients need attention, where the risks and opportunities are, and which advisory conversations to prioritise.
Unlimited Client Connections*
Virtual Finance Director
$309
per month
Access the full VFD reporting, forecasting and planning toolkit to deliver more valuable financial advisory services.
Unlimited Client Connections*
VFD Mastermind Programme
$679
per member per month
Combine the full VFD toolkit with practical training, one-to-one support and expert guidance to build and grow your advisory service.
Unlimited Client Connections*
CORE Insights
$1290
annually
Identify which clients need attention, where the risks and opportunities are, and which advisory conversations to prioritise.
Unlimited Client Connections*
Virtual Finance Director
$3090
annually
Access the full VFD reporting, forecasting and planning toolkit to deliver more valuable financial advisory services.
Unlimited Client Connections*
VFD Mastermind Programme
$6790
annually per member
Combine the full VFD toolkit with practical training, one-to-one support and expert guidance to build and grow your advisory service.
Unlimited Client Connections*
Plans tailored for accountants providing advisory services to their clients. Each plan includes a comprehensive suite of Reporting, Forecasting, and Dashboard tools, along with dedicated support and resources for advisory services.
Which Plan is Right for You?
Included Benefits
Select the i icons for more information about each benefit.
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CORE Insights |
Virtual Finance Director
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VFD Mastermind Programme
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Year 2 Connection Costs
Connection charges apply after the initial 12-month unlimited period.
| Connection Type | CORE Insights | Virtual Finance Director | VFD Mastermind Programme |
|---|---|---|---|
| Access to the full VFD Tool Suite | Unavailable | Included months 1–12 | Included months 1–12 |
| Price per client connection per month | N/A | Per connection | 30% discount |
| Compliance+ Connections | N/A | £3.50 | £2.45 |
| Advisor Lite Connections | N/A | £15.00 | £10.50 |
| Advise and Grow Connections | N/A | £75.00 | £52.50 |
| Grow and Exit Connections | N/A | £150.00 | £105.00 |
Please note:
- Unless otherwise agreed all plans are provided on a 1 month rolling basis.
- Each client will use the ‘connection type’ most appropriate to their needs and business stage. Read more about connection types here.
- Get 12 months for the price of 10 paying annually instead of monthly.
VFD Portal & Related Functionality
Branded Reports and Models
Allows you to add clients, synchronise data and access the Insight Reports, Growth Planning Models, Due Diligence and Exit Planning Tools. Use your practice logo and colour scheme to brand your portal and generate client reports in your own branding.
CORE Insights
Use the incredible power of a secure AI to automatically review your entire client portfolio to highlight the risks and opportunities your clients face, generate concise reports to share with clients and auto generate personalised, bespoke email content to send to clients aware and invite them to book a meeting to discuss.
Business Intelligence Dashboard
Allows you to quickly interrogate revenue, cost of sales, overheads, or profitability information for all clients.
Practice Branded Demo Reports
A full suite of ‘Practice Branded’ demonstration reports. Sometimes it isn’t appropriate to demonstrate the full scope of your Financial Advisory services using your clients own data e.g. when discussing ‘Exit Planning’.
Connection Types
Business Development Connection
Introduce your Financial Advisory services by generating a full set of Reports and the Business Growth Model for an unlimited number of clients at no additional cost. This is your ‘free trial’ and can be resynchronised as often as necessary in the first 30 days so any bookkeeping issues can be rectified and the reports re-generated before presenting to clients.
Business Overview Connection
Generate the incredibly valuable Business Overview Report for as many clients as you wish, at no additional cost.
Compliance+ Connection
Transform client meetings: Focus on the future and potential for improvement in profit, cashflow and the value of the business by using the Client Discussion Model, preparing for high value client meetings in under 5 minutes, automate delivery of the Business Overview Report to provide outstanding value for clients, and increased fee income for your practice.
(Use with an unlimited number of clients in the first 12 months, then pay a variable fee based on the number of Compliance+ connections you use or agree a fixed price from year 2).
Advisor Lite Connection
For clients who don’t yet appreciate the need to plan, forecast and report performance vs forecast, the Advisor Lite connection generates a comprehensive set of management reports to track and highlight variance in performance this year vs last (rolling 12 months and/or year to date) covering every financial aspect of business performance.
(Use with an unlimited number of clients in the first 12 months, then pay a variable fee based on the number of Advisor Lite connections you use or agree a fixed price from year 2).
Advise & Grow Connection
Everything you need to provide your clients with a comprehensive part-time FD / CFO service, including everything that comes with all reporting plus growth planning models and tools, the Forecast, Funding Proposal and reporting both financial and non-financial KPIs as part of a joined-up Management Pack to report Performance vs Forecast.
(Use with an unlimited number of clients in the first 12 months, then pay a variable fee based on the number of Advise and Grow connections you use or agree a fixed price from year 2).
Grow & Exit Connection
Everything you need to help your clients grow through acquisition, prepare for and / or exit their business, includes all the CFO tools that comes with Advise & Grow plus the Financial Due Diligence Report, Valuation Model and the Exit Forecast, Funding Proposal and Performance vs Exit Forecast reporting.
(Use with an unlimited number of clients in the first 12 months, then pay a variable fee based on the number of Grow and Exit connections you use or agree a fixed price from year 2).
Training & Support
VFD Mastermind – Training, Mentoring, Coaching and Support
The ultimate support Mastermind, includes comprehensive one-to-one, done with you support and guidance every step of the way, covering business development, lead generation, sales, and technical skills. In person, one-to one support is re-enforced by group workshops, webinars and online training and support resources.
VFD Academy Logon to Access Online Support Resources
The VFD Academy provides a wealth of training and support videos and related resources, including a full Learning Management System to help you and your team find the help and support you need, whenever you need it, day or night, 7 days a week.
Technical VFD Mastery Training on the Entire Tool Suite
Most people take advantage of the 14 week, 2 hours per week VFD Mastery Training which combined with one-to-one coaching and practical, hands on exercise (on live clients or using example company data), cements your expertise quickly and efficiently so you can start delivering outstanding value from day one.
Commercial / Sales / Business Development Support
Each month there are two interactive workshops dedicated to helping you and your team develop their sales and commercial skills to help engage with clients with a commercial focus, to agree scope, negotiate prices and to generate referrals and convert opportunities into ongoing paying client engagements.
Implementation Support
Knowing how to use individual tools is one thing, putting everything together into a joined-up system / process that goes from onboarding to monthly, quarterly and annual review meetings is a totally different proposition. To support you, each month there are two support sessions that focus specifically on implementation.
Video Support Guides
A comprehensive library of educational videos and example reports and models. More info.
Client Engagement & Promotion
Educating Clients to Create Awareness and Demand
There are two pre-prepared training programmes designed to educate clients and prospects alike – everything is delivered in PowerPoint format complete with comprehensive Speaker Notes, so all you need do is present the education, build relationships and convert opportunities. (VFD Plan and Mastermind Members only)
Marketing and Promotional Material
Having the best tools, systems and process in the world is useless if no-one knows about it. To help you market your Advisory and Fractional CFO services there is a wealth of marketing and promotional material Mastermind Members can use to accelerate your business development.
