Bronze Academy Plan

What’s included in the VFD Bronze Plan?

Client Reporting:

• VFD Pro Portal
• Demonstration Reports & Models (VFD Pro Branded)
• Early access to new reports and models

Connection Types:

You can add unlimited numbers of additional paid for connections on any connection type – further information here.

Training & Support:

• One VFD Academy Member, (additional members: £10 per month per person)
• Practice Owners Peer Support Group
• Technical Training (2 per month)
• In-person technical support
• VFD Academy Self Help Video Support Material

Client Engagement & Promotion:

• Practice Listing on the VFD Pro Directory

Further detail…

VFD Pro Portal

This is where you log on to VFD Pro, add clients, synchronise data and access the extensive range of Reports, Analysis, Growth Planning and Exit Models. Your VFD Pro Portal will allow you to set up your practice branding, (logo and colour scheme), so all reports and models will use your company branding.

Demonstration Reports (VFD Branded)

Extremely valuable for training and to demonstrate the services you can offer to clients; the demonstration company includes a full set of example reports for you to use.

Early access to new reports and models

As an integral part of your VFD Academy membership, as well as being able to access the ongoing technical training and in person tech support, you will also be invited to help shape new reports, exit and growth planning models before they are released to the wider market.

‘Business Overview’ Connections

If having discussed your Financial Advisory services, your client does not want to pay for one of your more comprehensive service packages, you can use this connection to generate the incredibly valuable Business Overview Report for as many clients as you wish.

‘Compliance+’ Connections

The Compliance+ connection gives you everything you need to transform client relationships, making them future focused, highly valued and in so doing substantially increasing fee income with no additional time required. This allows you to quickly produce the ‘Client Discussion Model’ and ‘Business Overview Report’.

‘Business Development’ Connections

To help you ‘wow’ clients and introduce your Financial Advisory services, you can generate a full set of Growth Planning Models, Reports, and Analysis for an unlimited number of clients.

This allows you to run reports, rectify any bookkeeping issues and re-run reports before presenting them to clients, or if you do not manage the bookkeeping, to highlight issues and offer a service to help your client rectify bookkeeping issues.

VFD Academy access and related support for one person

The VFD.Academy support system provides premium content and support collateral for VFD Academy members, including Playbooks and access to the online Learning Management System to allow you and your staff to test / verify their understanding of the various VFD Pro Reports and Models.

VFD Academy Members also enjoy unique access to the recordings of the ongoing fortnightly technical training workshops to they can catch up on any session they miss and / or dip in for a refresher at any time if needed.

Additional members cost £10.00 +vat per person per month.

Technical Training (2 per month)

Without investing time to keep abreast of new developments and enhancements you will quickly become out of date, and unaware of the tools at your disposal and how to use them. As a VFD Academy member you are automatically entitled to attend the fortnightly technical training workshops and/or access any you miss via the VFD. Academy website via your secure login.

Practice Owners Peer Support Group

If you are a Practice Owner and a VFD Academy member you are also entitled to participate in the Peer Support groups that exist to help you successfully implement your Financial Advisory services in your practice to help as many clients as possible.

In-person technical support

When you need help and you cannot find the answer on the VFD. Academy website, as a VFD Academy member you are welcome to take advantage of in-person technical support to help you answer queries and support clients as efficiently as possible.

VFD Academy Self Help Video Support Material

You can get help at any time by visiting the VFD Academy where you will find a comprehensive library of educational videos and example reports and models, all available at the click of a button 24/7/365.

Practice Listing on the VFD Pro Directory

An ever-increasing number of Business Owners come to VFD Pro direct. When they don’t have financial staff in-house VFD Pro direct them to work with one of the accountants who are using VFD by listing all practices to make them easy to find. There is no option to pay for a premium listing, so your position is determined by your ‘engagement’ and the quality of your client satisfaction feedback.