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 informs strategic decisions and enhances their financial performance.

What’s Included:

Client Reporting and Insights

• VFD Pro Portal: Your central hub for accessing client data and generating branded Reports, Analysis, Growth Planning, and Exit Models. Easily personalize reports with your practice’s logo and color scheme for consistent client presentations.
• Full Set of Demonstration Reports (VFD Branded): Use VFD-branded example reports to showcase available insights to prospective clients, supporting training and service demonstrations.
• Unlimited Trial and Free Connections: Introduce Financial Advisory services with a complete set of Growth Planning Reports and Business Overview Reports, available on unlimited Trial and Free Connections. Re-synchronize data as needed within the initial 30 days to correct bookkeeping issues or refine analysis before client presentations.

Business Intelligence and Advanced Tools

• VFD Business Intelligence Dashboard: Access detailed financial analysis at a granular level, allowing you to drill down into revenue, costs, and profitability by individual invoice line items.
• Inclusive ‘Advise and Grow’ Practice Connection: Equip your practice with an all-encompassing set of growth planning, forecasting, funding proposal, and performance tracking tools. Add further connections as needed, tailored to client growth initiatives.

Reports & Models

Further information on connection types.

Client Education and Engagement

• Financial Management for Business Owners (FiMBO Training Slide Deck): A 12-week training programme designed to strengthen clients’ financial literacy. The FiMBO training helps clients grasp the value of financial management and equips them to make more informed, profitable decisions with your support.
• 4 Annual Client Satisfaction Interviews: Gain valuable insights from client feedback with client satisfaction interviews conducted by Enquir3 Ltd. Use these testimonials to refine your services and bolster your practice’s listing on the VFD Academy Directory.

Training and Support

• VFD Academy Access (Unlimited Users): Enjoy round-the-clock access to a library of training videos, resources, and example reports. The Academy also offers fortnightly technical training workshops, helping you stay current with VFD’s latest tools and features.
• Technical Training (24 hours CPD annually): Attend two training workshops per month, and catch up on missed sessions through recordings to maintain up-to-date knowledge and skills.
• Practice Owners Peer Support Group: Join a community of practice owners to exchange strategies and best practices for delivering effective financial advisory services.
• In-Person Technical Support: Dedicated in-person assistance ensures that any technical queries are addressed quickly, allowing you to serve clients more efficiently.

Client Engagement and Promotion

• Practice Directory Listing: Increase your practice’s visibility with a listing on the VFD Academy Directory, where business owners can find VFD-enabled accountants. Listings are ranked based on engagement levels and client satisfaction scores.

Plan previously provided as ‘Silver Practice Plan’.