VFD Pro Portal Orientation (Business User)
The video below shows you how to connect your business to your VFD Pro Portal and generate reports.
Exit Planning 101
Introduction to Exit Planning 101 Exit Planning 101 is a structured 12-session program designed to guide business owners and advisors through the intricate process of planning a successful business exit. Each weekly session provides practical, actionable insights on essential aspects of exit planning, from maximising business valuation to preparing for life after the sale. Program […]
Financial Management for Business Owners
The Financial Management for Business Owners (FiMBO) program is a comprehensive 12-week course designed to equip business owners and advisors with essential financial management skills to drive growth and profitability. Each session focuses on a critical aspect of business development, providing practical insights and strategies for immediate implementation. Program Overview: Each session is delivered online, […]
Introducing GYN
Growing Your Numbers (GYN) exists to empower businesses and their advisors with practical insights and targeted guidance on the journey toward sustainable growth. Managing finances and making informed strategic decisions are essential for long-term success. GYN is designed to address these needs by focusing on seven critical growth drivers, providing a structured approach to improving […]
Exit Success
Exit Success Plan: Exit Planning, Valuation, and Due Diligence for a Successful Business Sale The Exit Success Plan is the ultimate VFD Pro package, enabling your practice to provide a full spectrum of financial advisory services tailored for business exit and valuation. This plan offers advanced tools for preparing clients for a smooth exit, building […]
Virtual Finance Director
Virtual Finance Director Plan: Growth Planning and Reporting for Business Development and Profitability The Virtual Finance Director (VFD) Plan equips your practice with the advanced tools to support clients’ growth, profitability, and exit readiness. This package goes beyond compliance, providing in-depth growth and exit planning tools, data-driven insights, and strategic reporting, allowing you to function […]
Enhanced Reporting
Enhanced Reporting Plan: Comprehensive Management Reporting for Informed Decision-Making The Enhanced Reporting Plan equips your practice with the tools to deliver deep, actionable insights through comprehensive management reporting. This plan provides an extensive range of data analysis tools, client engagement resources, and advanced reporting capabilities, enabling you to elevate client advisory sessions with data that […]
Essential Insights
Essential Insights Plan: Future-Focused Meetings for Enhanced Compliance and Business Insights The Essential Insights Plan provides foundational tools and support to create impactful, future-focused meetings that blend traditional compliance with valuable business insights. It’s designed to enhance your advisory role by seamlessly integrating compliance tasks with insightful data-driven discussions, helping clients see the bigger picture […]
Exit Success
Designed for businesses planning an exit strategy, the ‘Exit Success’ plan offers tools for exit planning, valuation, and due diligence to secure a successful business sale. It includes all features of Virtual Finance Director, plus: Exit Value Accelerator (EVA) Alternative Plans: All plans are provided on a one-month rolling basis, with an option for annual […]
Virtual Finance Director
The ‘Virtual Finance Director’ plan provides growth planning and reporting tools to drive business development and profitability. It includes all features of Enhanced Reporting, plus: Business Growth Models Alternative Plans: All plans are provided on a one-month rolling basis, with an option for annual payment, offering 12 months for the price of 10. Prices are […]
Enhanced Reporting
Comprehensive management reporting to support informed decision-making. Enhanced Reporting builds on the Essential Insights plan, this option offers comprehensive management reporting to support informed decision-making. It includes all features of Essential Insights, plus: Enhanced Management Reports Business Growth Models Alternative Plans: All plans are provided on a one-month rolling basis, with an option for annual […]
Essential Insights
Forward-looking insights to drive informed decisions and boost performance. VFD Pro offers tailored plans for business users, each designed to enhance financial management and strategic decision-making. Here’s an overview of the available plans: ‘Essential Insights’ moves you away from compliance led reporting switching the focus to the future. The core reporting provides valuable business insights […]
Portal Orientation (Videos)
Portal Orientation Adding Clients
Two-Factor Authentication
Two-Factor Authentication provides an added level of security to prevent anyone else from being able to access your account. Setting up Two-Factor Authentication You will be prompted to setup Two-Factor Authentication on login if you have not already done so. Reset Application This feature can be used if you need to setup the authentication on […]
SortMyBooks Integrations
Getting Started Create an accountPlease click here to create an account. Add a clientOnce you’ve logged into your VFD Pro Portal click ‘Add Client’, you will be prompted to enter the following information:1 – Company Name2 – Company Registration Number (used for benchmarking purposes)3 – Reporting Date (the most recent month accounts are up to […]
Report Configuration – Updating Disclaimer
Auto-Reporting
VFD Mastery Programme
Manage Agents – Guide
The ‘Manage Agents’ feature allows you add and remove agent accounts, amend which divisions can be accessed,and edit the permissions assigned to each agent.
Managing Client Users – Guides
You may find you would like your client to receive a notification when new reports are ready to view and/or allowthem to view reports without having to ask you to provide them. To enable this, you can set the client up as a ‘ClientUser’. You can also specify which reports they will have access to […]
Accessing Support Resources
Microsoft has stopped macros from running because the source of this file is untrusted
Microsoft have added a security feature to help keep windows users safe from malware (malicious software) by preventing macros (instructions to run tasks) from running on anything that has been downloaded from an ‘untrusted’ source i.e. any site that has not been specified as ‘trusted’.To prevent this error from appearing, VFD-Pro.com must be set as […]
VFD Pro Compliance+ Connection
Compliance+: What’s Included? The Compliance+ connection transforms financial reporting from a compliance-driven activity into a valuable, future-focused advisory tool. This connection type enhances client relationships by providing essential tools for impactful discussions, proactive management reporting, and client education. For both businesses and advisors, Compliance+ delivers the insights needed to shift focus from past financial performance […]
Excel Integration
Getting Started Create an accountPlease click here to create an account. At this time you can produce the following from an Excel data import: 5-year 3 Way Forecast Automatically populated Funding Proposal To do this you need to access the ‘Universal Funding Proposal’ that can be found in the ‘Business Growth Advisory’ section of your […]
Surf Accounts Integration
Getting Started Create an accountPlease click here to create an account. Add a clientOnce you’ve logged into you VFD Pro Portal click ‘Add Client’, you will then be prompted to enter the following information:1 – Company Name2 – Company Registration Number (used for benchmarking purposes)3 – Accounting Date (the most recent month accounts are up […]
QuickBooks Integration
Getting Started Create an accountPlease click here to create an account. Add a clientOnce you’ve logged into you VFD Pro Portal click ‘Add Client’, you will then be prompted to enter the following information1 – Company Name2 – Company Registration Number (used to provide information for benchmarking purposes)3 – Accounting Date (the most recent month […]
Sage Integration
Sage 50 Instructional Video Getting Started Create an accountPlease click here to create an account. Add a clientOnce you’ve logged into you VFD Pro Portal click ‘Add Client’, you will then be prompted to enter the following information1 – Company Name2 – Company Registration Number (used to provide information for benchmarking purposes)3 – Accounting Date […]
Xero Integration
Getting Started Create an accountPlease click here to create an account. Add a clientOnce you’ve logged into your VFD Pro Portal click ‘Add Client’, you will be prompted to enter the following information:1 – Company Name2 – Company Registration Number (used for benchmarking purposes)3 – Accounting Date (the most recent month accounts are up to […]
Project Management / Supplier Liaison
There are a host of one-off activities that need to be implemented, tested, and communicated to successfully put in place the systems and processes to support your Financial Advisory deployment. The list that follows is for illustration and is by no means complete, at last count there were over 54 separate tasks and activities than […]
Management Review Meetings
Implementing Financial Advisory is a Change Management process and as anyone in business knows, Change Management is one of the toughest challenges we must deal with as managers. To effectively manage a complex combination of interrelated activities across multiple teams and individuals, especially if it includes external 3rd parties is a time consuming and often […]
Accountability, Coaching and Mentoring
Training alone transfers knowledge, but to achieve mastery takes practice and as with everything in life, it is much easier to practice with a little bit of coaching. The process can be likened to getting fit, you can go to the Gym and learn how to use the equipment, but unless or until you use […]
Client Segmentation and Strategic Planning Workshop
This is an exercise you and your team will want to conduct as a charged for service with clients, so it makes sense to start by working through the process for your own practice. The objective of the exercise is to establish a realistic Business Development plan that you and your team, (or your clients […]
FiMBO Marketing and Automation
Overview Marketing Content & Automation To help you communicate with clients (and prospects) and invite them to sign up there are 12 email templates you can use, these will ideally be built into an automated email marketing campaign. Post-workshop, delegates will ideally receive an email to repeat the call-to-action, invite the client to book a […]
FiMBO Introduction
Introduction Branded Presentations There are 2 options available. Branded Presentation (Greyscale) There are 12 PowerPoint Presentations that make up the Financial Management for Business Owners (FiBMO) training programme. To help you to present the most professional image and client experience possible we will take your logo, your colour scheme and re-brand the 12 PowerPoint Presentations […]
VFD Pro Grow & Exit Connection
‘Grow & Exit’: What’s Included? The Grow and Exit connection equips you with a full suite of financial reports and models to support growth, valuation, and exit readiness. Designed for businesses aiming to maximise value and for advisors offering part-time or virtual finance director (or CFO) services, this connection type leverages VFD Pro’s Exit Value […]
VFD Pro ‘Advise and Grow’ Connection
‘Advise & Grow’: What’s Included? The Advise and Grow Connection offers a comprehensive suite of analysis, reporting, and modeling tools, empowering users to evaluate and implement growth strategies effectively. Ideal for businesses aiming to scale sustainably and for advisors providing part-time or virtual finance director (CFO) services, this connection type enables informed decision-making and strategic […]
VFD Pro Advisor Lite Connection
Advisor Lite: What’s Included? The Advisor Lite Connection provides essential financial reports and growth models to deliver a comprehensive package of Management Information (MI). Ideal for businesses looking to gain insights into financial performance without full-scale forecasting and for advisors offering part-time financial controller (FC) services, this connection type provides a robust foundation of historical […]
VFD Pro Business Overview Connection
Business Overview: What’s Included? The Business Overview Connection is an exclusive feature available to practices, providing them with unlimited access to a high-value, foundational report for all clients at no additional cost. This connection allows practices to offer a consistent, impactful service to every client, helping them understand the value of management information and paving […]
Platinum Academy Plan
The VFD Academy – Platinum Membership Package Includes: VFD Pro Portal (Client’s data, Practice Branded Reports) A Full Set of Demonstration Reports (VFD Branded) Unlimited number of Trial Connections Unlimited number of Free Connections VFD Academy Self Help Video Support Material Early access to new reports and models Practice Listing on the VFD Academy Directory […]
Gold Academy Plan
The VFD Academy – Gold Membership Package Includes: VFD Pro Portal (Client’s data, Practice Branded Reports) A Full Set of Demonstration Reports (VFD Branded) Unlimited number of Trial Connections Unlimited number of Free Connections VFD Academy Self Help Video Support Material Early access to new reports and models Practice Listing on the VFD Academy Directory […]
Silver Academy Plan
The VFD Academy – Silver Membership Package Includes: VFD Pro Portal (Client’s data, Practice Branded Reports) A Full Set of Demonstration Reports (VFD Branded) Unlimited number of Trial Connections Unlimited number of Free Connections VFD Academy Self Help Video Support Material Early access to new reports and models Practice Listing on the VFD Academy Directory […]
Bronze Academy Plan
What’s included in the VFD Bronze Plan? Client Reporting: Connection Types: You can add unlimited numbers of additional paid for connections on any connection type – further information here. Training & Support: Client Engagement & Promotion: Further detail… VFD Pro Portal This is where you log on to VFD Pro, add clients, synchronise data and […]
How to brand your reports
1.10.4 Business Growth & Cash Flow Modeling
The New and Improved Business Growth and Cash Flow Model The Business Growth Model was already an incredibly easy but powerful tool to model the growth potential for clients and prospects alike, but the all-new Business Growth Model (with added Cash Flow), takes things to a whole new level. Whatever you call it: Cash, Cash […]
Sage 50 Configuration
Instructions for connecting Sage 50 to your VFD Pro portal can be downloaded here, or you can watch the video below.
VFD Pro Dashboard Guide (Quick Start)
VFD Pro Portal Setup v5 (Jan 21)
VFD Pro Portal – Quick Start Guide
Technical queries
Accounts & billing
VFD Pro Free Trials
Accounting Package Integrations
VFD Pro 28 Day Free Trial
VFD Pro Reports & Models
VFD Pro provides a comprehensive suite of Management Information tools including reports, pre-populated business growth models, management by exception reporting, and an interactive Business Intelligence (BI) Dashboard. Enhanced Performance ReportsThe Enhanced Performance Reports provide you and your clients with unparalleled business insight, by highlighting not only historic performance but more important the underlying business drives […]