Unlock the Full Potential of Your Accounting Practice with VFD Pro
VFD Pro is not just a financial reporting tool—it’s a comprehensive Software, Training, and Business Development solution tailored specifically for accountancy firms who are committed to providing exceptional support to their clients. From educating business owners on understanding their financials to equipping them for a successful exit, VFD Pro seamlessly integrates automated reporting with advanced analytical capabilities, enabling you to step confidently into the role of a part-time Finance Director.
What sets VFD Pro apart from other ‘reporting apps’ is its holistic approach. You will be empowered to deliver real value, starting with educational initiatives such as our ‘Growing Your Numbers’ courses, which help clients grasp the importance of financial management and exit planning. These programs can be delivered directly by your team or through our structured modules, ensuring your clients are well-prepared for growth and success.
With VFD Pro, you can offer free summary-level reporting which encourages clients to start thinking critically about their financial performance. This is complemented by automated Client Discussion Models, designed to enhance year-end discussions by focusing on the key financial drivers influencing business valuation and performance. This future-focused approach naturally leads to higher-value conversations and a smoother transition to advisory services.
Our unique Client Advisory Assessment Model (CAAM) identifies the best opportunities within your client base for upselling to advisory services, based on detailed transactional data analysis. This ensures you are maximising your practice’s potential and offering targeted advice where it matters most.
Finally, VFD Pro supports you in helping your clients improve their business value and plan for a successful exit, with no need for time-consuming report building or model creation. VFD Pro automatically generates the necessary reports and models, making it easy to meet your clients’ reporting needs efficiently.
Everything is supported by a suite of Business Development materials designed to help you communicate effectively with your clients at every stage. From editable service proposal templates and strategic planning frameworks to promotional materials for client education programs, VFD Pro provides everything you need to grow your practice and enhance client satisfaction.
Explore how VFD Pro can elevate your financial advisory services, driving both your clients’ success and your firm’s growth from start-up to exit.
Looking for the right technology partner? We can help evaluate your options.
Your Implementation Journey
At every step of your journey, VFD Pro provides a comprehensive solution to support your practice. From initial training and implementation to advanced client engagement and ongoing advisory services, VFD Pro is designed to evolve with your firm and help you continuously add value to your clients. By using our tools, frameworks, and business development materials, you can ensure a smooth transition to advisory services and a long-term path to success.
The first step is a strategic decision by the firm to expand beyond traditional compliance work and embrace a more advisory-focused role. Whether you want to improve your client’s year-end experience, offer enhanced management reporting or engage in more strategic advisory work, this stage is about recognising the opportunity to enhance client value and grow your practice through advisory-focused activity.
With the desire for change established, the next critical step is crafting a well-defined implementation plan. This involves setting clear objectives for integrating advisory services into your practice, identifying roles within your team, and addressing any potential internal barriers. Crucially, this stage includes engaging and motivating your team to align with the new direction. An internal communication strategy will ensure everyone understands the value VFD Pro brings to both the firm and clients.
Armed with your new strategy, the next step is choosing the right tool to execute your vision. VFD Pro is more than just a reporting app—it’s a comprehensive financial management platform that enables you to transition into advisory services smoothly. This step involves assessing not only the functionality of the software but also the capabilities of your technology partner to help you meet the strategic objectives of your practice.
Once the decision is made, successful implementation relies on ensuring your team is fully trained and comfortable using VFD Pro. This includes addressing any internal resistance, updating workflows, and providing hands-on training. VFD Pro offers an extensive range of training and support resources, from CPD-accredited programs to one-on-one coaching, to help your team master the platform.
With VFD Pro integrated into your practice, the next step is client engagement. This starts with raising awareness of the new capabilities you can offer, from high-level financial reporting to strategic business advice. Utilise VFD Pro’s free summary-level reports and client education programs, like ‘Growing Your Numbers’, to introduce clients to the importance of financial insights and the value of advisory services.
As clients begin to see the potential in more detailed financial analysis, they’ll naturally become interested in exploring deeper advisory services. This step involves using VFD Pro’s analytics tools to engage clients with data-driven insights, sparking strategic conversations that demonstrate the value of your expertise.
With client interest established, you can transition into upselling more in-depth services, such as part-time Finance Director roles or other advisory offerings. Leverage VFD Pro’s Client Advisory Assessment Model (CAAM) and pre-built Client Discussion Models to identify opportunities and tailor solutions for each client. This is where your practice truly shifts from compliance work to higher-value advisory roles.
Your role evolves to continuously support your clients’ long-term growth and success. Whether it’s helping them improve business value or planning for a successful exit, VFD Pro’s automated reporting, strategic planning tools, and exit planning frameworks ensure you can guide your clients every step of the way. Ongoing client engagement reinforces your position as a trusted advisor, driving both client and practice growth.
The journey doesn’t end once the initial implementation is complete. Regularly reviewing your processes, client feedback, and internal performance is essential to maintaining long-term success. By analysing what’s working well and what can be improved, you can refine your approach, whether it’s updating client engagement strategies or enhancing internal workflows. While a fundamental change in tools might be unnecessary, adjustments in your advisory approach, client interaction, or team engagement may be needed. VFD Pro supports you in this ongoing process by providing the insights and flexibility necessary to refine your services at every stage.
Your complete solution
VFD Pro is capable of connection with:
- Xero
- QuickBooks Online
- Sage 50
- Sage 200
- Sage Business Cloud
- Sage Intacct
- Surf Accounts
- Sort My Books (Ireland)
- Cegid (France)
- Pennylane (France)
- NetSuite
- Dynamics 365 Business Central
- iplicit
- Xledger
- Workday
- Oracle Fusion
- Acumatica
- Aqilla
- Certinia (formerly FinancialForce)
- Excel / Google Sheets
VFD reporting goes beyond standard financial reporting.
Reports include:
- Performance Analysis Report vs Last Year
- Trend Analysis Reporting
- Board Reporting
- Customer and Supplier Reporting
- Marketing ROI Reporting
- Non-Financial KPIs – Performance vs Plan,
- Forecast Report (Summary and Detail)
- Reporting Actual vs Forecast vs Budget
- Funding Proposal
- Customised Reporting – Business Data Model
Reporting options include:
- AI Commentary: Automatically generated reports and commentary.
- Export to PDF, Excel, Word: Multi-format reporting.
- White Labelling: Reports created using your branding.
- Currency Management
This includes:
- Consolidate Unlimited Entities: Align multiple entities with accounting standards.
- Segment by Division
VFD Pro’s approach is designed around the principles of strategic planning, enabling you to effectively manage and drive business growth. Start by defining the high-level strategic direction and identifying key performance indicator (KPI) drivers. This process allows alignment between the business operating model and strategic goals. It can even pinpoint specific clients crucial to your success.
Once your strategic framework is in place, you can build a detailed financial plan covering a 5-year period, including Profit & Loss, Balance Sheet, and Cash Flow projections. Our module also incorporates sensitivity analysis and scenario planning, offering insights into various business outcomes. Additionally, it generates pre-populated funding proposals to support any necessary funding applications, streamlining the process.
As you move forward, VFD Pro provides tools to compare actual performance against your plan, making it easy to identify deviations and adjust your forecasts as needed. This continuous comparison ensures that your business remains agile and responsive, keeping you on track to meet your objectives.
Includes:
- Cash Flow Forecasting
- Budgets
- P&L Forecasting
- Import from Excel and G Sheets
- 5 Year Planning Window
- Integrated Financials: P&L, balance sheet, cashflow and KPI forecasting.
Includes:
- Interactive BI Dashboards
- KPIs: Visualisation of KPI’s
- Scorecards: Financial health scores
- Customers and Suppliers: dive into transactional level details.
- Cash: see cash flow waterfalls
VFD Pro’s advanced analytics suite includes a series of exception reports which delve into transactional-level data, pinpointing specific areas which may require attention or discussion with your clients.
These targeted reports help identify key opportunities and potential risks, such as Customer Exception Trends, Utilities Exposure, R&D Opportunities, Merchant Services Opportunities, and Foreign Currency Exposure.
By highlighting these critical areas, our exception reports enable proactive conversations and strategic decision-making, helping you deliver more value and insight to your clients.
Includes:
- Transaction Level Drilldown: BI Dashboard allows transaction level analysis.
- Business Valuations: Produce a weighted business specific valuation using 7 different valuation methods.
- KPI and Ratio Analysis: Track performance vs prior periods.
- Customer Behaviour: assess buying behaviour to identify opportunities.
- Dynamic Ledger Tables
- Industry Benchmarking: SIC codes (UK) are captured allowing connection to Companies House.
Empowering Your Success with Comprehensive Training and Support
At VFD Academy, we are committed to your ongoing success. Our extensive suite of training, coaching, and support resources is designed to equip you with the knowledge and skills needed to excel in your role and maximise the value you deliver to your clients. Whether you are new to VFD Pro or looking to enhance your expertise, resources are tailored to meet your needs at every stage.
From our 28-hour CPD accredited training program to hands-on coaching and mentoring, we offer a structured pathway to mastering the tools and strategies necessary for effective financial management and advisory services. Our training encompasses everything from the fundamentals of VFD Pro to advanced business development techniques and the nuances of taking on the role of a part-time Finance Director.
To support your learning journey, we provide access to a comprehensive online library of support videos, user guides, and playbooks. These resources are available 24/7, allowing you to learn at your own pace. Our Online Learning Management System helps test and reinforce your understanding, ensuring you can confidently apply your knowledge in real-world scenarios.
Additionally, all training sessions are recorded and accessible on-demand via VFD Academy, making it easy to revisit key topics whenever needed.
Explore our full range of training and support options below, and take the next step in enhancing your professional growth and client success.
Includes:
- Human-Powered Live Chat
- AI Support
- Ticket System
- Onboarding Classes
- Dedicated Customer Success Manager
- Instant Video and Phone Support
- Implementation Support
- Dedicated team to answer queries or ad hoc calls
Training & Support Programmes:
- Mastery
- Mastermind
- Fastrack
Comprehensive Business Development Resources to Enhance Client Engagement
To ensure you can communicate effectively with your clients and support them at every stage of their business journey, we provide a comprehensive suite of business development materials. Our expertly crafted content is designed to make it easier for you to present, scope, and propose services that align with your clients’ needs and strategic goals.
Whether you’re discussing financial planning, offering part-time CFO services, or guiding clients through exit strategies, our ready-to-use templates, frameworks, and promotional materials are tailored to help you deliver impactful and professional support. From structured client discussions and strategic planning to detailed forecasting and targeted marketing campaigns, we’ve got you covered.
Explore the full range of resources below, all created to help you strengthen your client relationships, enhance your service offerings, and drive your business forward.
This suite includes:
- Client Discussion Framework: Presenting, Scoping, Proposals
- Part Time FD/CFO Services Brochures: Editable Templates
- Service Proposal Template: For Ignition, Go Proposal, Word, Excel
- Proposal Pricing Calculator Worksheet
- Strategic Planning Framework
- Forecasting and Reporting Framework
- Monthly Management and Quarterly Strategic Planning Framework
- Exit Planning 101: Promotional Booklet Templates
- Financial Management for Business Owners: Promotional Booklet Template
FiMBO Promotional Materials:
- Introductory Video
- Website Articles for each FiMBO session x 12
- News Items for FiMBO Promotion
- Email Templates for Marketing FiMBO Training Programme
- Social Media Posts for FiMBO Promotion (Weekly)
- Social Media Posts Daily – Thought for the Day
- Social Media Images to support posts
Exit Planning 101 Promotional Materials:
- Introductory Video
- Website Articles for each Exit Planning 101 session x 12
- News Items for Exit Planning 101 Promotion
- Email Templates for Marketing Exit Planning 101 Training Programme
- Social Media Posts for Exit Planning 101 Promotion (Weekly)
- Social Media Posts Daily – Exit Planning Thought for the Day
- Social Media Images to support posts
- Internal Users: Invite an unlimited number of team members.
- External Users: Share data with clients.
- User Management: Centrally manage user management and permissions.
- Role Permission: Customise user permissions.
- SOC 2 & GDPR Reports: Available on request.
- Admin Centre: Centrally manage user management and permissions.
- User Activity & Audit Logs: Available on request.