✦ 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
With the latest release you will discover the use of hover over tool tips, which have been added/extended to provide all users with an online, context sensitive help guide.
More Posts
Expert Advisory Forum (23rd July 2026)
Practical legal guidance to help clients prepare for due diligence, protect business value and achieve a smoother exit.
Expert Advisory Forum (26th June 2026)
Discover how self-awareness, adaptable communication and clearer positioning can help you overcome barriers and win the right clients.
How accounting firms can move from reviewing client data to identifying portfolio-wide advisory opportunities.
Expert Advisory Forum (2th May 2026)
Discover how client-focused marketing can attract more profitable clients and create stronger, longer-lasting relationships.
Expert Advisory Forum (23rd April 2026)
How proactive tax planning helps accountants and CFOs unlock client value, improve retention, and create new revenue opportunities.
Expert Advisory Forum (26th March 2026)
VFD Pro gives accountants and advisors a structured way to support clients beyond compliance, from simple performance insight through to growth, planning and exit conversations.
VFD Pro helps you view clients at portfolio level, so you can quickly see where attention may be needed. Instead of looking at one client at a time, you can start with a clearer view of your whole client base.
CORE Insights highlights potential risks and opportunities across your client base, with suggested discussion points for each client. The aim is to help you prioritise your time and focus on the conversations that matter most.
The Business Overview gives clients a simple, accessible view of performance and key trends. It helps turn financial data into something easier to explain, understand and discuss.
VFD Pro is designed to support future-focused discussions, not just produce reports. It helps you move from “what happened?” to “what does this mean?” and “what should we do next?”
Not every client needs the same level of support. VFD Pro helps you start with education and performance insight, then build towards financial control, planning, growth and exit support where appropriate.
Connect data where appropriate, review the insight, and see how VFD Pro could help you identify priorities and start more valuable client conversations.
VFD connects directly with : Xero. QuickBooks, and a range of accounting platforms.
