VFD Pro Business Overview Connection

Business Overview: What’s Included?

The Business Overview Connection is an exclusive feature available to practices, providing them with unlimited access to a high-value, foundational report for all clients at no additional cost. This connection allows practices to offer a consistent, impactful service to every client, helping them understand the value of management information and paving the way for deeper engagement.

How Practices Use the Business Overview Connection

Many practices leverage the Business Overview Report as a value-added service, either as a standalone offering or combined with training resources such as the Financial Management for Business Owners (FiMBO) program. The flexibility of this connection allows practices to set their own pricing strategies, with many charging between £45 and £120 per month, depending on whether they include regular review meetings alongside the reporting.

Building Client Engagement and Education

The Business Overview Report is an excellent “Gateway Report” to demonstrate the importance of management information, helping clients recognize the value of deeper financial insights. Practices often use this report as a stepping stone to guide clients toward more comprehensive management reporting services and strategic advisory offerings.

Alternative Options for Business Users

For businesses interested in management information that goes beyond compliance, VFD Pro offers a range of connection types tailored to specific growth and financial planning needs. These options provide access to advanced forecasting, growth models, and exit planning tools, making VFD Pro a versatile solution for businesses looking to gain actionable financial insights.

This connection type includes the Business Overview Report only.

For a more detailed summary of the Business Overview Report and its use click here.