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Module Overview

This module is targeted at Accountants and Business Advisors who want to use the Virtual Finance Director to analyse the financial data of businesses, generate Enhanced Performance Reports and help businesses improve management and overall business performance.

The ‘Forecast Model’ is a Business Growth Advisory model enabling you to produce a detailed monthly P&L forecast over the next 12 months and an annual P&L, Balance Sheet and Cashflow forecast (with supporting schedules) over the next 5 years.

Planning for the future is critical in all businesses, you have a crucial role to play in enabling your client to focus on the key drivers of future profitability in their business.

Once you have completed this module you will be able to produce a detailed 5 year strategic plan for your client’s business. Highlighting the key initiatives which will impact their profitability and therefore requiring the most focus.

There are two ‘Manuals’ contained in this module:

  1. The Accountants / Advisors Guide to the Performance Analysis Report.
  2. The Business Owners Playbook: How to use the Performance Analysis Report.

The assessments below check your understanding of each section of the report.

  • The Accountants / Advisors Guide to the Performance Analysis Report.
  • The Business Owners Playbook: How to use the Performance Analysis Report.