Deliver 'Finance as a Service' with the VFD Mastery Programme

… free up time to INCREASE OPERATIONAL CAPACITY

… improve RECRUITMENT & TEAM RETENTION

… Increase your RECOVERY RATE

Guide your clients towards a more profitable future, helping them Survive, Thrive, Scale & Exit Successfully

Support Clients from Start-up, to Scale-up, to Successful Exit

Focus client meetings on future growth & equity potential.
Deliver Management Information and regular Financial Review meetings.
Growth Planning to deliver Performance vs Forecast Reporting.
Support clients as their part-time FD / CFO.
Deliver ‘Finance as a Service’, helping clients also prepare for a successful exit?

Join the VFD Mastery programme at any time

Every Wednesday or Thursday 1pm to 3pm (GMT)

Up to 28 Hours of Certifiable CPD

Session Recordings + Client Discussion Guides Interactive Learning Management System

Delivered over 14 weeks, two hours per week, (28 hours CPD), with unlimited use of VFD included at no extra cost for the duration of the training. Reattend as often as you like at no additional cost*.

* Subject to signing up to a VFD Pro plan after your first Mastery course has been completed (click here to view VFD Pro plans)

Investment: £1,796, payable in four monthly instalments of £449 for the first delegate, and £1,196, or four monthly payments of £299 for each additional person.

Getting the most out of your VFD training, the tools and related support:

Attend sessions and actively engage in discussion in person, if you must miss a session, watch the recordings, and complete the online assessments to ensure you have fully understood and can use your new knowledge:

TAKE ACTION: Engage with clients and prospects, changing the conversations to focus on the future potential to provide greater value and wherever appropriate, sell additional services.
YOU NEED A PLAN: To maximise your ROI you need to be clear on the activities you and your team will take to drive results. You can’t control the outputs, but you can 100% control the inputs.
ONE-TO-ONE HELP: Book a one-to-one session with one of the VFD team to help you and your team establish the optimum balance of ‘inputs’ (Your Plan), and the likely ROI for your practice.

YOUR GUARANTEE: If having done all of the above, you decide you have not received outstanding value, simply let us know by emailing support@vfd-pro.com within 90 days of starting your VFD programme and we will refund the full cost of the training.

You want your CPD and training investment to deliver a return. Recent examples of ‘wins’ whilst on the 14 week programme (or shortly afterwards) include:

Existing annual accounts client upsold to a monthly management meeting. Practice value £955 per month.
New client acquired. Practice value £37,150 per annum.
New client acquired. Practice value £40,470 per annum.
Assisted client prepare for exit. Practice value £6,475 per month.

February 13, 2025

Enables us to deliver high value advisory services

So far it’s been brilliant – the team at VFD not only give access to extremely useful tools to help deliver CFO & advisory services, but also offer training on how best to deliver services using their technology, and also give us access to marketing material to promote our practice and even help on how to price the service. I almost want to keep them a secret!

Mark Sweetman - First Accounts

November 22, 2023

The hot seat is really good because we have the support – it’s like 5 or 6 people plus, in a big support group. Gaye goes over various reports and issues that we need to work on that we might not even be aware of. Steve and Gaye are great – I can’t fault how supportive they are.

Margot Clarke

June 27, 2023

As the director of Acumist, an award-winning cloud accounting firm and a Xero Gold Partner, I had the pleasure of attending the 12-week VFD Mastery Programme. With over 35 years of business experience, I was searching for a solution that would bring more structure to our methods, and VFD Pro exceeded all expectations.

The platform is truly exceptional, offering shortcuts that save time and enhance our work processes. I thoroughly enjoyed the entire experience and am confident in the positive impact it will have on our clients at Acumist. We pride ourselves on combining outstanding service with automated accounting to help businesses bring their future into focus.

The FIMBO programme is a valuable addition and will serve as an educational platform for our clients and prospects. Increased knowledge and awareness will undoubtedly lead to them seeking additional support.

Regular check-ins and the supportive VFD community will be invaluable assets as we continue to develop our client offering. With VFD Pro’s structured approach to financial management and business performance forecasting, I am certain our clients will achieve even greater success, enabling us to continue delivering top-notch accounting services. The approach VFD takes, along with the incredible people involved, has made this experience truly outstanding.

Chris Gascoyne - Acumist

April 12, 2023

As a client manager at Anthony Russel, I am constantly on the lookout for innovative ways to enhance the value of our advice to clients. That’s why our investment in the VFD Mastery program has been an absolute game-changer for our team.

VFD Pro has not only exceeded our expectations but has also outperformed other tools we previously considered, thanks to its comprehensive guidance and unparalleled support. Utilizing the VFD reports, we have been able to increase our clients’ awareness of potential issues surrounding their breakeven position and overall cash flow. Moreover, the reporting suite comes in handy for exit planning when the timing is just right.

The mastery training provided by VFD Pro has been exceptional, and it was truly inspiring to collaborate with a group of like-minded peers, each at different stages in their advisory journey. This experience has further cemented VFD Pro’s place in our toolkit.

What sets VFD Pro apart from other applications is its ability to cover the entire business lifecycle, from start-up to exit. Many alternative solutions require significant configuration and only focus on standard management reporting. In contrast, VFD Pro offers a seamless, holistic approach that has greatly benefited our clients and empowered us as advisors.

In conclusion, I wholeheartedly recommend VFD Pro to any organization seeking to elevate their advisory services and deliver exceptional value to their clients.

Chris Metcalf - Anthony Russel

April 11, 2023

As a dedicated business advisor in the US, I work with ambitious business owners seeking to elevate their performance and ensure they are exit ready when the time comes. My clients typically have a turnover between $2 million and $20 million, and they recognize the crucial role that financial data analysis plays in making informed decisions for their businesses.

VFD Pro is an invaluable tool for business owners who want to truly understand and harness the power of financial data. Not only does it provide comprehensive, easy-to-understand, and actionable insights, but it also helps me work with the business to identify their key issues and establish the right KPIs to make progress toward their goals. This targeted approach allows the business to focus on the most critical aspects of their businesses and drive real results. VFD Pro’s key attribute is translating financial data into decision making information.

One of the standout benefits of VFD Pro is their ‘Mastery Programme,’ developed specifically to support accountants and advisors in achieving positive outcomes with clients and prospects. By equipping me with the knowledge and tools needed to deliver impactful advice, the Mastery Programme has truly set VFD Pro apart from other financial data solutions.

Using VFD Pro, my clients will be able to make better strategic decisions, improve their operational efficiency, and ultimately maximize their business value as they prepare for their eventual exit. The platform will empower them to take control of their financial data, enabling them to set and achieve milestones that are aligned with their long-term objectives.

In today’s competitive business landscape, gaining an edge is more important than ever. VFD Pro offers exactly that â€“ a competitive advantage for advisers working with business owners who are ready to take their performance to the next level. With its unique combination of data analysis, issue identification, KPI tracking, and the exceptional training provided through the Mastery Programme, VFD Pro is an indispensable asset for those serious about unlocking a business’s full potential and streamlining their exit process. I cannot recommend VFD Pro highly enough.

Steve Duke - Duke Business Advisors

Module 1

Compliance+
6 Hours CPD

Module 2

Management Reporting
8 Hours CPD

Module 3

Forecasting + Virtual FD/CFO
10 Hours CPD

Module 4

Exit Planning & Support
4 Hours CPD

Vimeo

Module 1: Compliance+

Future Focus & Potential for Growth Leading to Increased Fee Income

Module 1 covers everything you and your team need to know to deliver added value and execute your Compliance+ Strategy to increase fees, upskill your team and engage and upsell clients. The key topics covered include:

Using the VFD Pro Portal to add clients and generate the core collateral you will need
Using the Client Discussion Model to deliver a Future-Focused discussion with clients
Introduction to FiMBO (Financial Management for Business Owner Training Programme)
The Business Overview Report – So What Guides, VFD Academy, and the LMS
Adding Qualitative information to augment pure financial information to add more value
The client journey: Adding value, testing, and measuring to de-risk fee increases

Module 2: Management Reporting & Review Meetings

Module 2 is delivered in eight online sessions and builds on Compliance+ to give you everything you need to upsell and deliver comprehensive Management Reporting. This is typically delivered in conjunction with regular review meetings with clients. Key topics covered include:

The role of the Accountant / Advisor
Dissecting Revenue in 4 different ways: The Performance Analysis Report (PAR)
Below the line: Cost of Sales, Overheads, Balance Sheet, and Cash Flow (PAR part II)
Trend analysis for Start-ups and volatile trading: The Performance Trend Report
Opportunities in the Existing Client & Supplier Base: Customer and Supplier Analysis Reports
Customer Exception Reporting and The Marketing ROI Reports
Business Growth Opportunity Analysis and Scenario Planning: The Business Growth Model
The Deep Dive – forensic financial analysis: The Business Intelligence Dashboard
Monthly Management Reporting: The Board Summary Report &The Board Reporting Pack
Agree on the value before discussing price to focus on Return on Investment
Pricing and Options – Proposals – Setting Expectations – Resource Considerations

Module 3: Growth Planning, Forecasting, Part-Time FD/CFO

Module 3 builds on Modules 1 and 2 to give you everything you need to upsell and deliver Business Growth Analysis and Planning, Forecasting, Generating Funding Proposals and reporting Performance vs Forecast as part of your Part-Time FD/CFO Service. The key topics covered include:

The Role of the Accountant / Advisor – What it takes to provide Part-Time FD / CFO Services
Growth Potential and Business Planning: The Customer Segmentation Model
Building Your Clients Forecast (Profit &Loss, Balance Sheet, and Cash Flow – Years 1 to 5)
Scenario Planning and Funding For Growth – The CAMPARI Compliant Funding Proposal
Making the Extraordinary Ordinary – Identifying Issues and Reporting By Exception
Reporting Performance vs Forecast – the Monthly Management Cycle
The Finance Directors / CFO’s Business Planning Work Flow Process: What, When, How
Establishing the Value of the Part-Time FD Service vs the alternative options
Pricing – Proposals – Setting Expectations – Resource Considerations

Module 4: Exit Planning, Valuations, Financial Due Diligence

Module 4 builds on Modules 1 to 3 to go beyond financial management to provide everything needed to effectively help Business Owners plan for and prepare their business for exit. Regardless of the target exit date, running an Exit Ready Business makes good business sense. The key topics covered include:

The role and the rewards of Exit Planning and Becoming Exit Ready for owners and advisors
Establishing a Blended Business Valuation Using 7 Valuation Models and related assumptions
Preparing a comprehensive Financial Due Diligence Pack for buyers and/or sellers
Building Your Clients Exit Forecast (P&L, BS, Cash Flow, & Rolling Valuation – Years 1 to 5)
Reporting Business Value vs Target Exit Value as part of the Monthly Management Cycle.
Preparing the Owner and The Business for Exit – The Special Advisory Services (SAS) Team
Establishing the Value of your Exit Planning and Support Services
Pricing – Proposals – Setting Expectations – Resource Considerations

VFD Mastery Programme