Offering Clear Strategic Financial Direction to Your Clients
How to Market & Sell High Value Management Reporting & Fractional CFO Services
Strategic financial direction starts with a clear, structured plan. In this VFD Technical Academy session, Mark Walker demonstrates how to use the VFD Strategic Planning Model to guide clients through defining their five-year goals, setting financial assumptions, and aligning strategy with measurable business performance.
Helping clients move from historic reporting to forward-looking planning is one of the most valuable services accountants can deliver. This VFD Technical Academy session, “Offering Clear Strategic Financial Direction to Your Clients,” shows how to do exactly that — using the VFD Strategic Planning Model to turn high-level ambitions into detailed, data-backed financial plans.
Led by Mark Walker, this walkthrough takes you through every stage of the model, from defining revenue assumptions to segmenting customers and linking business drivers to EBITDA and cash outcomes.
Key Learning Areas
How to structure strategic client conversations around the Business Growth Model.
Using segmentation and targeting tools to identify where growth will come from.
Modelling revenue and profit assumptions that align with client goals.
Integrating working capital assumptions to complete a full financial picture.
Creating accountability by linking strategic goals to measurable performance metrics.
The session also highlights how this model connects directly with the VFD Forecast Model and Business Growth Model, giving you a full end-to-end workflow — from strategic planning through to financial forecasting and performance monitoring.
By working through this structured approach, advisors can:
Help clients visualise how today’s decisions shape long-term outcomes.
Quantify the impact of strategic initiatives on revenue, profit, and valuation.
Build engagement and accountability through transparent, measurable targets.
For clients, this process delivers clarity and direction. For advisors, it transforms planning discussions into tangible value, positioning you as a trusted strategic partner, not just a compliance provider.
Whether you’re preparing budgets, building forecasts, or guiding clients through growth planning, this session gives you the confidence and framework to deliver true strategic financial direction.
Watch the full session to see how to connect strategic vision with financial reality, and help your clients plan and perform with confidence.