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✦ VFD Mastery delivers 28 hours of verifiable CPD – mapped to ICAEW, ACCA & CIMA requirements.      ✦ CPD budgets at work: compliance, reporting, forecasting & exit planning – all covered in Mastery.      ✦ Turn financial data into growth decisions with VFD tools & training.    ✦ Helping businesses improve cash, profits & exit readiness.    ✦ Forecasting, reporting, valuation – practical tools to run and grow your business

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Training & CPD for Accountants in Practice

Training & CPD for Accountants in Practice

Build a scalable client review service using VFD Pro

Standardise insight across your client base, reduce manual spreadsheet handling, and equip your team with a repeatable monthly / quarterly review rhythm that improves decisions and increases fee potential.

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Recommended support & training

Most firms choose one of the routes below depending on speed, scale and support required.

Start structured client reviews across clients

Foundation training for core reporting and client conversations. Ideal for partners and managers starting structured monthly or quarterly reviews.
Advisory Edge

Embed a repeatable delivery method for teams

Implementation support to embed forecasting, performance review and consistent delivery. Ideal for scaling the method across a team and client base.
VFD Mastery

Keep momentum with support and accountability

Ongoing support, accountability and commercial help to keep delivery improving. Ideal for firms building a repeatable service line and pipeline.
VFD Mastermind

Four routes to stronger delivery and growth

Choose the outcome you want to improve first, all four routes are supported through Mastermind and can be tailored to your firm.

Consistent delivery

Build a repeatable review cycle with VFD reports and forecasting. Use a simple meeting structure your team can run.
View Mastermind

Fee conversion

Use conversation frameworks, packaging and a repeatable sales process. Turn reviews into a repeating pattern of paid work.
View Mastermind

Demand generation

Strengthen enquiry flow with clearer offers, lead magnets and nurture campaigns which help prospects self-qualify.
View Mastermind

Deployment & growth

Identify opportunities in existing clients and roll out a practical plan for upsell, retention and new client wins.
View Mastermind

How we support you

We combine these formats within Mastermind to support your team and timescales.

1-to-1 Coaching

Remove blockers, tailor the approach to your firm, accelerate progress.

Interactive Workshops

Hands-on sessions using live scenarios and practical exercises.

Assessed Exercises + Feedback

Skill consolidation with review, feedback and improvement loops.

Interactive Webinars

Focused skills sessions for knowledge transfer and confidence-building.

VFD Academy

Knowledge base, structured learning and resources to support rollout.

View Mastermind

Deploy it across your client base

If you’re building a scalable advisory / fractional service line, these routes help you create momentum quickly.

Identify and quantify client opportunities

Use a structured method to spot improvement opportunities within existing clients and turn them into clear conversations and next steps.
Explore CAAM

Turn opportunity into a practical plan

Set realistic targets, create practical plans, and build an delivery framework clients can follow and you can manage without added overhead.
7 Step Framework

Extend into growth and exit conversations

When you’re ready, layer in structured programmes that help clients plan growth, scaling and exit readiness, and create demand for ongoing support.
Explore client programmes

Trusted by firms building scalable client support

Firms use VFD to standardise client reviews, reduce manual prep and create better conversations.

Sue Penney | Penney's Accountancy
Amazing Software and Outstanding Customer Service
VFD is the best software I have seen to create professional and meaningful reports for client. The support team go above and beyond to help you to get the best results. Nothing is too much trouble for them. I cannot recommend this software highly enough.
Sean Farnell | Burgis & Bullock
I love the VFD - there, I've said it!

We've tried many other 'reporting' Apps over the years but nothing has come close to the detailed insights VFD provides. It’s not just a reporting tool, it provides a complete business roadmap. With relatively little input from the accountant or business owner the suite of reports and planning models cast a laser-like focus on the issues and opportunities facing a business.

If you've tried the rest, give the best a go. You won't be disappointed.
Jon Baggot | Numeric Accounting
Brilliant software!
So quick and easy to connect up and get fantastic high level reports out with no mapping or messing around. Real conversation starters with clients. Support and development also superb!
Joe Sole | Sole Associates
At last a great tool to deliver advisory services
I have looked at so many advisory tools, some I've used with clients, but not found anything that really hits the sweet spot. Until now, VFD is exactly what i've been looking for and makes the process of helping clients grow their business so much easier to deliver value. I highly recommend it
Martin Horton | Rivington Accounts
Proper Management Reporting
Having worked in industry for 25 years before moving to practice I was always surprised how limited the options were for producing meaningful reports for clients. VFD plugs that gap and allows you to act like a real FD.
Margot Clarke
Love it!
I’ve trialled most of the other business advisory platforms and although they’re all pretty good there’s always been some feature missing which made it very difficult for me to choose which one to use. VFD Pro was recommended to me by Sean Farnell and I was immediately blown away by the completeness of the information and the wide variety of reports available. Everything I’d want to track with my clients is there. And better still the graphs are so visual and easy to understand that you can even use it with smaller businesses and startups. Love it!
Mark Wilton-Patrick
VFD Pro
I've been using VFD-pro for a couple of years and find it an invaluable tool when helping clients to understand their business from a historic perspective, and also to forecast future scenarios. We have used it to create successful investment pitches, to help demonstrate value to potential acquirers and also to assist business owners to gain a greater understand of their company. We recommend VFD to many other business service organisations, and we're impressed with the constant development programme. A must have toolkit for anyone in the field of business advice or management accounting in the SME sector.
Graeme Tennick Accountants | Tennick
Awesome
This is a great tool for accountants but one that can easily be used to segment so much information of value for the client to make some quick wins all round.
John Pratt | Bidwell Accountancy
A great piece of software.

Our clients love the easy to read management reports.
Rebecca Johnson | Lewis Ballard
Great piece of software that is so impactful and understandable. Highly recommend.
Jack Herbert | Burgis & Bullock
Great piece of software, very user friendly
Cameron Rypel | Rivington Accounts
As someone who is new to the reporting world I was blown away by the amount of reports and models that VFD has to offer, their training program gives you a great understanding of how they work and the extra support they give makes VFD worth using.
Barrie Jenkins | Park Lane Accountants
Great tool for accountants and business owners
This software allows you gain lots of valuable information about a business and presents it in a logical and useful way. It adds value by empowering the user to have more meaningful conversations. The team at VFD offer great support and I am pleased to work with them.
Wayne Hockley | Anthony Russel
I would highly recommend VFD Pro to any accounting practice that is looking to provide better quality reporting and have better quality conversations with clients.
Charlotte Zacharia | Z2
Fantastic Software
This software is just what the accountancy profession, and especially those accountants who provide forward thinking financial insight to their clients, have been waiting for. Cloud accounting software can not provide what VFD do, and VFD does it with such depth to provide our clients with invaluable knowledge about their business to help them grow, become more profitable and plan for future succession.
Gavin Jones | Lewis Ballard
Excellent
For accountants and advisors this enables us to have the information available to have more insightful conversations with clients to help them. VFD also assisted me providing a funding proposal to banks for a client to purchase a pharmacy practice. Without this, it is likely the funding would have been a lot more difficult to obtain.
Bob Harper
Perfect
For accountants who want to have better commercial conversations with clients and leadership teams.
Mike Ogilvie | X5 Accountants
Brilliant - if you want to generate more useful management information at a granular level
I have been working with VFDpro for 2 years and am delighted with the way they listen to what we need, and then watch the software improve dramatically from an already great position. This is by far the best management information tool for SMEs that I have ever come across
Steve Richardson | BWP Inspire
VFD helps us deliver an advisory service to our clients in a way that they can truly understand and take on board. We're very impressed with the product and the support we receive.
Kim Lanighan | Optics Accountants
Brilliant!
As an Accountant, I love VFD. It provides my clients with so much information but in a way they can understand. I honestly wouldn't use anything else now.
Cliff Spolander / Business By Design
What a piece of software!!!!
Any business advisor or accountant who is serious about offering their clients the very best service and financial information must use VFD-Pro, it will transform how you do business!!
Andrew Allen
As business owner, we use Xero for three separate businesses.

Our accountant, Martyn Keates of Keates and Co, introduced us to VFD Pro when he took us through a number of extremely detailed reports to help us understand exactly what was going on with our finance. He also highlighted numerous areas where we could make improvements, (cut costs, increase sales and improve margins).

Now Martyn is not just our Accountant, he also acts as our Part-Time FD and an invaluable part of our Management Team.
Peter Smith
This is an excellent piece of software that should enhance the tool kit of any forward looking accountancy professional.
Chris MetcalfIn depth data extracted easily
VFD Pro allows us to extract in depth data on our clients performance, presents the data in an understandable way, and makes it easy to extract the data. The training VFD provide also covers a lot more than just how to use the software, it helps deliver advisory services and gives you access to a wealth of experience.
Sharon Hirsh | Argus AccountingFantastic Tool
I found this great from the off. The set up and connection to accounting software was seamless. The reports offer a huge amount of detail which is extremely valuable to our clients and the training from VDF on their usage is unique in its depth. The response from support is always excellent and they are keen to hear about improvements which is something I love.
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Want a recommended route for your practice?

Book a short call and we’ll recommend the fastest route based on your team, client base and goals.

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