Advisory Ready - Webinar Series
Supporting practices wishing to develop and enhance their ‘Advisory’ service’s VFD Pro offer a series of webinars.
Client Advisory Assessment Model
The VFD CAAM Process: a simple, logical 3 step process enabling you to identify and engage with clients who need and can pay for help before it’s too late…
Client Discussion Model (CDM)
The Client Discussion Model helps you identify ‘opportunities’ and ‘issues’ whilst building a meeting agenda with supporting management information, facilitating higher value client discussions.
Strategic Planning Model
This new model combines three Business Growth Advisory models, ensuring consistent assumptions are applied throughout the planning process.
Forecast & Funding Proposal Model
Explore the ultimate tool for all your forecasting requirements. The model can be used to generate a comprehensive five-year three-way forecast and a CAMPARI compliant Funding Proposal.
Business Development
Explore the critical elements of a targeted Business Development process to identify and get in front of your ideal potential clients to present your proposition in the most compelling way possible, ending up with an optimal scope and agreed fee structure.
Access Webinar Recordings
Click on the link below to access recordings of previous sessions.
- Client Advisory Assessment Model (CAAM)
- Client Discussion Model (CDM)
- Strategic Planning Model (SPM)
- Forecast & Funding Proposal Model (FPM)
New to VFD Pro?
Schedule DemoWe've tried many other 'reporting' Apps over the years but nothing has come close the the details of insights that the VFD provides. In fact it's less a reporting tool than a business roadmap, with relatively little input from the accountant or business owner the suite of reports and forecats 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.
Our clients love the easy to read management reports.
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.
Survive, Thrive, Scale and Exit Successfully
Schedule a discovery call- Understand your business’ valuation at all times
- Identify opportunities to increase profitability
- Systematically increase Scalability and Exit Readiness
- Optimise Working Capital and Cash Flow utilisation
- Strategic Planning and comprehensive 3 way forecasting
Supporting practices wishing to develop and enhance their ‘Advisory’ service’s VFD Pro offer a series of webinars.
Client Assessment Advisory Model
The VFD CAAM Process: a simple, logical 3 step process enabling you to identify and engage with clients who need and can pay for help before it’s too late…
Client Discussion Model (CDM)
The CDM helps you identify ‘opportunities’ and ‘issues’ whilst building a meeting agenda with supporting management information, facilitating higher value client discussions.
Strategic Planning Model
Forecast & Funding Proposal Model
Are You Ready For Advisory?
Take our free 3-minute assessment to find out your readiness level right now:
Go to AssessmentWe've tried many other 'reporting' Apps over the years but nothing has come close the the details of insights that the VFD provides. In fact it's less a reporting tool than a business roadmap, with relatively little input from the accountant or business owner the suite of reports and forecats 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.
Our clients love the easy to read management reports.
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.
Survive, Thrive, Scale and Exit Successfully
Schedule a discovery call- Understand your business’ valuation at all times
- Identify opportunities to increase profitability
- Systematically increase Scalability and Exit Readiness
- Optimise Working Capital and Cash Flow utilisation
- Strategic Planning and comprehensive 3 way forecasting