Are Your Ready to
Transform Your Practice?
To ensure this guide will benefit you in developing an advisory solution, consider the following questions:
By reflecting on these questions, you can determine if you’re ready to take the next step in transforming your practice.
Adapting Solutions to meet Client Needs
Every client (and prospect) has unique needs, providing a tiered advisory offering you can systemise your approach with the full support of VFD Pro.
It’s important to appreciate that implementing advisory across your entire practice does not mean providing comprehensive part-time Financial Director support to all of your clients, it’s about… Understanding the needs of all your clients is crucial for offering the right level of service.
Based on VFD Pro user experience, clients can be segmented as follows:
Service Level | Typical Client Requirement | % Clients | Connection Type | VFD Pro Plan |
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 | All Plans |
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 | Essential Insights |
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 | Enhanced Reporting |
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 | Virtual Finance Director |
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 | Exit Success |
How you could present your services to clients
This example service comparison is taken from the VFD Mastermind programme and incorporates the ‘Growing Your Numbers‘ branding.
