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Business Overview Report
Introduction
So What? Guide
The So What? Guide for the Business Overview Report can be found here
Example Report
An example of the ‘Business Overview Report’ can be accessed here.
Indepth insights into business performance
VFD Pro connects securely to your favourite cloud accounting platform
Pinpoint clients who need support and can afford to pay for it
VFD Pro connects securely to your favourite cloud accounting platform
Powerful tools to review, analyse, and predict financial data
VFD Pro supports business from Start-Up to Exit Valuation
Future focused discussion improving fee potential
A range of plans to provide tailored client support
Monitor, measure and forecast business performance
Prices and options for the CAAM setup and options
Improve client retention and fee income with future focused meetings
Select the level of reporting needed for each business
Specialist support for the Manufacturing Sector
Explore 7 different business valuation models
Guides, webinars and videos
Explore key elements of the VFD Pro application
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The Business Overview Report is a simple yet incredibly detailed two-page overview of business performance, trends, and growth drivers over the last two years, detailing sales, margins, overheads, net profit and net worth.
Looking into the future: In addition to history, The Business Overview Report provides a concise summary of the key drivers of revenue and the underlying trends with regards customer retention and customer acquisition and their impact, as well tracking the Current Ratio, Debtor Days, Creditor Days, Cash Movement and more.
The So What? Guide for the Business Overview Report can be found here
An example of the ‘Business Overview Report’ can be accessed here.
VFD Pro is designed to give your practice the edge when advising clients on how to move their business forward.
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