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 financial planning to foster growth.

Advise and Grow: Supporting Strategic Growth

Financial decisions are critical to business success, impacting all areas of operations. With the Advise and Grow Connection, businesses and advisors gain tools to support key financial decisions, from evaluating growth scenarios to assessing investment opportunities. This connection enables proactive planning and detailed analysis, allowing businesses to navigate toward their growth goals with a structured, data-driven approach.

For advisors acting as a Virtual Finance Director or CFO, the Advise and Grow Connection enables you to become a strategic partner, providing valuable financial insights that enhance your clients’ decision-making processes. Whether a business has established financial forecasts or is operating without a formal plan, this connection provides the flexibility and tools needed to support informed financial decisions at every stage.

Key Features of the Advise & Grow Connection

The Advise and Grow Connection includes various reports, models, and exception reports, designed to facilitate comprehensive financial analysis and strategic planning.

Enhanced Performance Reports

• Business Overview Report
• Performance Analysis Report
• Performance Trend Report
• Board Summary Report
• Board Detail Report
• Management Report
• Customer Analysis Report
• Marketing ROI Report
• Supplier Analysis Report

Business Growth Advisory Models

• Client Discussion Model
• Business Growth Model
• Client Segmentation Model
• Customer Targeting Model
• Forecast and Funding Proposal Model (Customer)
• Forecast and Funding Proposal Model (Nominal)
• Funding Proposal Model
• Performance vs Forecast Report
• Non Financial KPI Model
• Business Data Model
• Start-up Forecast Model

Opportunity Exception Reports

• Customer Exception Report
• Utilities Exception Report

Scenario Planning and Forecasting for Long-Term Success

A critical activity within the Advise and Grow Connection is scenario planning. Advisors and businesses alike can use the models and reports provided to test various growth strategies, supporting the development of a Five-Year Three-Way Forecast—a comprehensive roadmap that informs decision-making and tracks progress. Additionally, if funding is needed, the forecast can form the basis of a robust Funding Proposal for lenders or investors.

The Advise and Grow Connection provides both business users and advisors with a flexible toolkit to support ongoing growth and strategic development, empowering them to make informed decisions that drive success.