Advisory Ready - Webinar Series
Supporting practices wishing to develop and enhance their ‘Advisory’ services 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.
Testimonials
I cannot recommend VFD Pro and their ‘Growing Your Numbers’ Mastermind groups highly enough. As a part time finance director focused mainly on the service sector, it is crucial for me to have a robust and reliable reporting suite that helps my clients make informed business decisions. VFD Pro has proved an indispensable tool in my practice, enabling me to work closely with business owners and help elevate their performance as they prepare for future growth or exit strategies. To be working with the team behind the reports and understand their full value is amazing. Its not just the quality of the reports, but also the support provided through the Partner programme that has impressed me so much.
The ‘Growing Your Numbers’ Mastermind groups have exceeded my expectations with their well-structured approach. These sessions have not only helped me better understand the client value of VFD Pro but also taught me effective ways to engage with businesses of the right scale. The knowledge I have gained from attending the Mastermind groups has been invaluable in enhancing my services to my clients. The support from VFD Pro and the rest of the Mastermind group delegates has been truly overwhelming. It has inspired me to deliver part of the FiMBO webinar program, which aims to support business owners in better understanding their financial information and making better decisions.
Being part of a like-minded community of accountants and advisors who not only want to help businesses succeed but also offer moral support to each other has been an incredible experience. The power of the VFD Pro reporting suite lies in its ability to provide comprehensive and accurate financial information. This will be a game-changer for my clients in the £1m to £5m turnover range who understand the importance of reviewing and utilizing financial data to improve their decision-making processes.
In summary, VFD Pro and their ‘Growing Your Numbers’ Mastermind groups have been an invaluable asset in my practice, and I wholeheartedly endorse their reporting suite, exceptional support, and well-structured educational sessions. Accountants and business advisors looking to take their client performance to the next level should seriously consider partnering with VFD Pro.
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!
Very useful tool for any CFO.
It gives a lot of reports and pdfs. It pulls the data from Xero and analyses it out in very useful ways. This gives a much deeper insight into what is actually going on.
One of a kind!
Been using VFD for a couple of months. The content and information in the reports I have been able to get direct from Xero at the push of a button has been mindblowing. I have been able to give my clients great insight into their numbers. Highly recommend.
I’ve happy with support the support Gaye has given me so far. I think she’s really good. I’m also happy with the CAAM demo this morning and I know I have quite a bit to do for me to make the best use of it.
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.
I think the best value is having Gaye on a one to one basis.
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.
I recently completed the FiMBO programme – a 12-session journey designed to help business owners like me better understand the financial planning to help grow and eventually sell your business. Out of all the sessions, the one that truly stood out was number 10, Exit Planning expertly delivered by Cliff Spolander and the most impactful takeaway for me was learning about the two crucial numbers that can make all the difference in the success of my exit strategy. This eye-opening experience taught me the importance of planning five years in advance if I intend to sell my business.
The stark reality of how few people actually sell their businesses for their desired price was a sobering revelation, thanks to the often-repeated message in every session.
The FiMBO programme is not only worthwhile but also essential for anyone considering growing or selling their business. If you’re ambitious and envision retiring in the next 10 to 20 years, this programme is incredibly useful. But for those, like me, who are developing an exit plan within the next five years, FiMBO is almost indispensable.
It has equipped me with the knowledge and tools necessary to navigate the complex process of ‘business exit’, and I could not be more grateful for this transformative experience.
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.
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 – 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.
The services are really good, the training and the tools. They are very thorough, regular and I enjoy them. It is definitely helping and is going to have an impact on my business going forward.
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