Financial due diligence and offers made on three companies in one day
VFD’s EVA suite was recently used by a fast-growing Event Solutions agency in Hampshire to assess three businesses they were evaluating and potential acquisition targets. Having purchased businesses previously, and integrated them into the group they were painfully aware of the time and cost typically associated with assessing and valuing each business. Their CFO had […]
Elevate Client Meetings to a Whole New Level
The all-new Client Discussion Model could technically be described as an ‘issue and opportunity identifier and Agenda Builder’, it delivers so much more than simply building a Meeting Agenda with supporting Management Information. It solves three main problems: It cuts the time to prepare to meet with a client to discuss future opportunities and challenges […]
Did you know you can now totally automate the monthly management reporting process?
Just simply decide which clients you wish to automatically synchronise each month, enable ‘Auto Reporting’, enter the day of the month you wish to generate an updated set of reports, and the day of the month you wish to automatically email your client to tell them their Management Reports are available.
New Business Growth Model Report with added Cash Flow
When business owners don’t understand how you can improve their lives, persuading them to value your ‘Financial Advisory’ is tough. When they understand the growth potential using their numbers, persuading them to invest in their future, paying for enhanced financial reporting and support becomes a walk in the park. In a matter of minutes you […]
Updated Report – Business Overview
The Business Overview Report has been updated and improved to include a Breakeven and sensitivity analysis section. This is a great way to help your clients (and prospective clients) understand why they should not focus purely on selling more, by highlighting how margin improvement impacts profitability. If you are ready to discover how VFD Pro […]
New Report – Marketing ROI
The all new Marketing ROI Report has been developed in response to user feedback. You can now advise your clients on the effectiveness of their marketing activity by analysing the impact it has on their customer acquisition and retention and the revenue it helps generate. The Marketing ROI Report analyses 7 key areas of activity: […]
Enhanced Customer & Supplier Analysis
Upgrade 1.6.4: New enhancements to your client’s Customer & Supplier Analysis Report If you are a portal user, when you next synchronise your clients and run reports you will see some brilliant enhancements to your Customer and Supplier Analysis reports all of which have all been based on the feedback we have received from users. […]
Now supporting QBO
QBO Is Now Supported By VFD Pro When you next ‘Add a Client’, to your VFD Pro Portal in addition to Xero and Sage, QBO is now an available connection option. QBO operates in exactly the same way as Xero, simply enter the company name, registration number, and reporting date, add the month of the […]
New Report: The Customer Exception Report
This report is the first of the ‘Top Line Growth’ exception reports and is generated when the combination of new client acquisition and client attrition indicates a future contraction in the total client base of the business is likely to happen if current trends continue. The report is generated on an ‘exception basis’, i.e. it […]
A More Intuitive Report Layout
Revised Report Layout: The reports will be presented in three sections: Enhanced Performance and Management Reports Business Growth Advisory Models Opportunity Exception Reports And there’s more… Reports: There are new reports available, specifically the Business Overview report and the Customer Exception reports. Delete Function: There is now an option to delete reports from the portal. […]
FREE One Page ‘Business Overview Report’
The Business Overview Report is a simple but incredibly useful one-page overview of your client’s business. This report has been created and added to the VFD Pro system to address requests from users who want the option to send a simple one-page summary report to all clients. This report can be delivered to all clients […]
“As a Financial Controller VFD Pro will save me 3 to 4 days per client per month”
These were the words of an ambitious CIMA qualified accountant who, having spent time in corporate as an FC, knows what it takes to do the job the ‘old’ way. “Using Excel Spreadsheets is time-consuming and error-prone, plus you could never be sure the numbers were correct and the models regularly broke… but no-one ever […]
