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 as a virtual finance director for your clients and drive their businesses toward sustained success.

What’s Included:

Client Reporting and Insights

• VFD Pro Portal: Access and manage client data with a customized portal that enables you to produce branded Reports, Analysis, Growth Planning, and Exit Models. Tailor reports with your practice’s branding for consistent, professional client interactions.
• Full Set of Demonstration Reports (VFD Branded): Display your advisory capabilities with VFD-branded demonstration reports, which can be leveraged in client presentations and training sessions.
• Unlimited Trial and Free Connections: Generate Growth Planning Reports and Business Overview Reports through unlimited Trial and Free Connections, allowing you to adjust data and troubleshoot bookkeeping issues before sharing with clients.

Advanced Business Intelligence and Client Tools

• VFD Business Intelligence Dashboard: Dive into detailed financial metrics, breaking down revenue, costs, and profitability by individual transaction for deeper insights. (Cost if purchased separately: £30 per month; commercially valued at £300 per month).
• Practice-Branded Client Portal: Deliver a seamless, branded experience to your clients on the VFD Pro platform, complete with your logo, color scheme, and contact details integrated throughout the user interface.
• Grow and Exit Practice Connection: Equip your practice with an expansive toolset that includes business valuation, growth forecasting, target valuation tracking, and due diligence reporting—helping clients understand and maximize their business’s worth.

Client Education and Growth Support

• Financial Management for Business Owners (FiMBO Training Slide Deck): Empower clients with the FiMBO 12-week training program, designed to enhance financial understanding and equip them with the skills to manage their business finances more effectively.
• 6 Annual Client Satisfaction Interviews: Conduct client feedback interviews through Enquir3 Ltd, gaining insights to refine your services and elevate your practice’s standing on the VFD Academy Directory.

Training and Support

• VFD Academy Access (Unlimited Users): Access a suite of educational videos, playbooks, and training resources to keep your team up-to-date with VFD Pro’s latest tools and insights.
• Technical Training (24 hours CPD annually): Join two training sessions per month to stay on top of best practices and new developments in VFD Pro, with access to recorded sessions for added flexibility.
• Practice Owners Peer Support Group: Network with other practice owners, exchanging strategies and insights to strengthen your financial advisory capabilities.
• In-Person Technical Support: Resolve complex technical queries with dedicated, in-person support to ensure you can meet client needs efficiently.

Client Engagement and Promotion

• Practice Directory Listing: Gain visibility on the VFD Academy Directory, where business owners seeking VFD-enabled accountants can find and connect with your practice. Directory listings are prioritised by engagement and client satisfaction ratings.

Plan previously provided as ‘Gold Business Plan’.