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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.

New to VFD Pro?

Schedule Demo

Are You Ready For Advisory?

Take your free 3-minute assessment :

Go to Assessment
Sue Penney
Amazing Software and Outstanding Customer Service
Read More
VFD is the best software I have seen to create professional and meaningful reports for client. The support team go above and beyond to help you to get the best results. Nothing is too much trouble for them. I cannot recommend this software highly enough.
Sean Farnell
Read More
I love the VFD - there, I've said it!

We'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.
Jon Baggot
Brilliant software!
Read More
So quick and easy to connect up and get fantastic high level reports out with no mapping or messing around. Real conversation starters with clients. Support and development also superb!
Joe Sole
At last a great tool to deliver advisory services
Read More
I have looked at so many advisory tools, some I've used with clients, but not found anything that really hits the sweet spot. Until now, VFD is exactly what i've been looking for and makes the process of helping clients grow their business so much easier to deliver value. I highly recommend it
Martin Horton
Proper Management Reporting
Read More
Having worked in industry for 25 years before moving to practice I was always surprised how limited the options were for producing meaningful reports for clients. VFD plugs that gap and allows you to act like a real FD.
Margot Clarke
Love it!
Read More
I’ve trialled most of the other business advisory platforms and although they’re all pretty good there’s always been some feature missing which made it very difficult for me to choose which one to use. VFD Pro was recommended to me by Sean Farnell and I was immediately blown away by the completeness of the information and the wide variety of reports available. Everything I’d want to track with my clients is there. And better still the graphs are so visual and easy to understand that you can even use it with smaller businesses and startups. Love it!
Mark Wilton-Patrick
VFD Pro
Read More
I've been using VFD-pro for a couple of years and find it an invaluable tool when helping clients to understand their business from a historic perspective, and also to forecast future scenarios. We have used it to create successful investment pitches, to help demonstrate value to potential acquirers and also to assist business owners to gain a greater understand of their company. We recommend VFD to many other business service organisations, and we're impressed with the constant development programme. A must have toolkit for anyone in the field of business advice or management accounting in the SME sector.
Graeme Tennick
Awesome
Read More
This is a great tool for accountants but one that can easily be used to segment so much information of value for the client to make some quick wins all round.
John Pratt
Read More
A great piece of software.

Our clients love the easy to read management reports.
Rebecca Johnson
Read More
Great piece of software that is so impactful and understandable. Highly recommend.
Jack Herbert
Read More
Great piece of software, very user friendly
Cameron Rypel
Read More
As someone who is new to the reporting world I was blown away by the amount of reports and models that VFD has to offer, their training program gives you a great understanding of how they work and the extra support they give makes VFD worth using.
Barrie Jenkins
Great tool for accountants and business owners
Read More
This software allows you gain lots of valuable information about a business and presents it in a logical and useful way. It adds value by empowering the user to have more meaningful conversations. The team at VFD offer great support and I am pleased to work with them.
Wayne Hockley
Read More
I would highly recommend VFD Pro to any accounting practice that is looking to provide better quality reporting and have better quality conversations with clients.
Charlotte Zacharia
Fantastic Software
Read More
This software is just what the accountancy profession, and especially those accountants who provide forward thinking financial insight to their clients, have been waiting for. Cloud accounting software can not provide what VFD do, and VFD does it with such depth to provide our clients with invaluable knowledge about their business to help them grow, become more profitable and plan for future succession.
Gavin Jones
Excellent
Read More
For accountants and advisors this enables us to have the information available to have more insightful conversations with clients to help them. VFD also assisted me providing a funding proposal to banks for a client to purchase a pharmacy practice. Without this, it is likely the funding would have been a lot more difficult to obtain.
Bob Harper
Perfect
Read More
For accountants who want to have better commercial conversations with clients and leadership teams.
Mike Ogilvie
Brilliant - if you want to generate more useful management information at a granular level
Read More
I have been working with VFDpro for 2 years and am delighted with the way they listen to what we need, and then watch the software improve dramatically from an already great position. This is by far the best management information tool for SMEs that I have ever come across
Steve Richardson
Read More
VFD helps us deliver an advisory service to our clients in a way that they can truly understand and take on board. We're very impressed with the product and the support we receive.
Kim Lanighan
Brilliant!
Read More
As an Accountant, I love VFD. It provides my clients with so much information but in a way they can understand. I honestly wouldn't use anything else now.
Cliff Spolander
What a piece of software!!!!
Read More
Any business advisor or accountant who is serious about offering their clients the very best service and financial information must use VFD-Pro, it will transform how you do business!!
Andrew Allen
Read More
As business owner, we use Xero for three separate businesses.

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.
Peter Smith
Read More
This is an excellent piece of software that should enhance the tool kit of any forward looking accountancy professional.
Previous
Next

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 Assessment
Sue Penney
Amazing Software and Outstanding Customer Service
Read More
VFD is the best software I have seen to create professional and meaningful reports for client. The support team go above and beyond to help you to get the best results. Nothing is too much trouble for them. I cannot recommend this software highly enough.
Sean Farnell
Read More
I love the VFD - there, I've said it!

We'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.
Jon Baggot
Brilliant software!
Read More
So quick and easy to connect up and get fantastic high level reports out with no mapping or messing around. Real conversation starters with clients. Support and development also superb!
Joe Sole
At last a great tool to deliver advisory services
Read More
I have looked at so many advisory tools, some I've used with clients, but not found anything that really hits the sweet spot. Until now, VFD is exactly what i've been looking for and makes the process of helping clients grow their business so much easier to deliver value. I highly recommend it
Martin Horton
Proper Management Reporting
Read More
Having worked in industry for 25 years before moving to practice I was always surprised how limited the options were for producing meaningful reports for clients. VFD plugs that gap and allows you to act like a real FD.
Margot Clarke
Love it!
Read More
I’ve trialled most of the other business advisory platforms and although they’re all pretty good there’s always been some feature missing which made it very difficult for me to choose which one to use. VFD Pro was recommended to me by Sean Farnell and I was immediately blown away by the completeness of the information and the wide variety of reports available. Everything I’d want to track with my clients is there. And better still the graphs are so visual and easy to understand that you can even use it with smaller businesses and startups. Love it!
Mark Wilton-Patrick
VFD Pro
Read More
I've been using VFD-pro for a couple of years and find it an invaluable tool when helping clients to understand their business from a historic perspective, and also to forecast future scenarios. We have used it to create successful investment pitches, to help demonstrate value to potential acquirers and also to assist business owners to gain a greater understand of their company. We recommend VFD to many other business service organisations, and we're impressed with the constant development programme. A must have toolkit for anyone in the field of business advice or management accounting in the SME sector.
Graeme Tennick
Awesome
Read More
This is a great tool for accountants but one that can easily be used to segment so much information of value for the client to make some quick wins all round.
John Pratt
Read More
A great piece of software.

Our clients love the easy to read management reports.
Rebecca Johnson
Read More
Great piece of software that is so impactful and understandable. Highly recommend.
Jack Herbert
Read More
Great piece of software, very user friendly
Cameron Rypel
Read More
As someone who is new to the reporting world I was blown away by the amount of reports and models that VFD has to offer, their training program gives you a great understanding of how they work and the extra support they give makes VFD worth using.
Barrie Jenkins
Great tool for accountants and business owners
Read More
This software allows you gain lots of valuable information about a business and presents it in a logical and useful way. It adds value by empowering the user to have more meaningful conversations. The team at VFD offer great support and I am pleased to work with them.
Wayne Hockley
Read More
I would highly recommend VFD Pro to any accounting practice that is looking to provide better quality reporting and have better quality conversations with clients.
Charlotte Zacharia
Fantastic Software
Read More
This software is just what the accountancy profession, and especially those accountants who provide forward thinking financial insight to their clients, have been waiting for. Cloud accounting software can not provide what VFD do, and VFD does it with such depth to provide our clients with invaluable knowledge about their business to help them grow, become more profitable and plan for future succession.
Gavin Jones
Excellent
Read More
For accountants and advisors this enables us to have the information available to have more insightful conversations with clients to help them. VFD also assisted me providing a funding proposal to banks for a client to purchase a pharmacy practice. Without this, it is likely the funding would have been a lot more difficult to obtain.
Bob Harper
Perfect
Read More
For accountants who want to have better commercial conversations with clients and leadership teams.
Mike Ogilvie
Brilliant - if you want to generate more useful management information at a granular level
Read More
I have been working with VFDpro for 2 years and am delighted with the way they listen to what we need, and then watch the software improve dramatically from an already great position. This is by far the best management information tool for SMEs that I have ever come across
Steve Richardson
Read More
VFD helps us deliver an advisory service to our clients in a way that they can truly understand and take on board. We're very impressed with the product and the support we receive.
Kim Lanighan
Brilliant!
Read More
As an Accountant, I love VFD. It provides my clients with so much information but in a way they can understand. I honestly wouldn't use anything else now.
Cliff Spolander
What a piece of software!!!!
Read More
Any business advisor or accountant who is serious about offering their clients the very best service and financial information must use VFD-Pro, it will transform how you do business!!
Andrew Allen
Read More
As business owner, we use Xero for three separate businesses.

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.
Peter Smith
Read More
This is an excellent piece of software that should enhance the tool kit of any forward looking accountancy professional.
Previous
Next

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