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✦ VFD Mastery delivers 28 hours of verifiable CPD – mapped to ICAEW, ACCA & CIMA requirements.      ✦ CPD budgets at work: compliance, reporting, forecasting & exit planning – all covered in Mastery.      ✦ Turn financial data into growth decisions with VFD tools & training.    ✦ Helping businesses improve cash, profits & exit readiness.    ✦ Forecasting, reporting, valuation – practical tools to run and grow your business

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Essential Insights

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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 while strengthening your value as a trusted advisor.

What’s Included:

Client Reporting and Insights

  • VFD Pro Portal: Centralise client data and streamline access to a comprehensive suite of Reports, Analysis, Growth, and Exit Planning Models—all branded with your practice’s identity.
  • Demo Reports & Models (VFD Branded): Utilise VFD Pro-branded sample reports to showcase the powerful insights available to clients.
  • Early Access: Be among the first to access new reports, growth models, and exit tools, providing a competitive edge and enabling clients to stay ahead in their industries.

Flexible Client Connections

  • ‘Business Overview’ Connections: Generate concise, impactful Business Overview Reports for any client to establish advisory services.
  • ‘Compliance+’ Connection: Elevate client discussions with the Compliance+ connection, enabling streamlined access to both Business Overview Reports and Client Discussion Models to support more proactive client engagement.
  • ‘Business Development’ Connections: Provide a holistic view of clients’ business growth potential with unlimited access to Growth Planning Reports, Models, and Analysis. Further information on connection types.

Training and Support

  • Unlimited VFD Academy Access: Get in-depth support and resources, including access to premium training materials, video tutorials, and example reports. Stay updated on the latest insights through monthly training sessions.
  • Peer Support Group for Practice Owners: Join a network of practice owners to share insights and strategies for implementing financial advisory services.
  • Technical Training: Access up-to-date training sessions twice per month to refine your skills and keep pace with the latest tools.
  • In-Person Technical Support: On-call support ensures you have expert guidance to resolve any issues efficiently.

Client Engagement and Promotion

  • Practice Directory Listing: Increase visibility with a listing on the VFD Pro directory, enabling potential clients to connect with you based on engagement and client feedback.

Plan previously provided as ‘Bronze Practice Plan’

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Table of Contents

VFD Pro in 6 steps

Help more clients survive, thrive, scale and exit successfully

VFD Pro gives accountants and advisors a structured way to support clients beyond compliance, from simple performance insight through to growth, planning and exit conversations.

VFD Pro helps you view clients at portfolio level, so you can quickly see where attention may be needed. Instead of looking at one client at a time, you can start with a clearer view of your whole client base.

Know who to speak to, and why

CORE Insights highlights potential risks and opportunities across your client base, with suggested discussion points for each client. The aim is to help you prioritise your time and focus on the conversations that matter most.

Give every client a clearer view of performance

The Business Overview gives clients a simple, accessible view of performance and key trends. It helps turn financial data into something easier to explain, understand and discuss.

Turn reports into better client conversations

VFD Pro is designed to support future-focused discussions, not just produce reports. It helps you move from “what happened?” to “what does this mean?” and “what should we do next?”

Support clients in different ways

Not every client needs the same level of support. VFD Pro helps you start with education and performance insight, then build towards financial control, planning, growth and exit support where appropriate.

Explore VFD Pro with your own clients

Connect data where appropriate, review the insight, and see how VFD Pro could help you identify priorities and start more valuable client conversations.

VFD connects directly with : Xero. QuickBooks, and a range of accounting platforms.