Client Reporting
VFD Pro Portal
Allows you to add clients, synchronise data and access the Insight Reports, Growth Planning Models and Exit Valuations. Use your practice logo and colour scheme to deliver client reports in your own branding.
Demonstration Reports
A full set of reports to assit your in house training and demonstrate the services you can offer to clients.
New Reports – Early Access
You will be invited to access new reports, exit and growth planning models before general release.
Business Intelligence Dashboard
Allows you to interrogate revenue, cost of sales, overheads or profitability information down to each individual line item on every invoice. (If purchased separately, the fully preconfigured and ‘ready to go’ Business Intelligence Dashboard costs just £30 per month).
Practice Branded Portal
Take full advantage of the automated reporting and give your clients a practice branded experience when they logon to access reports. (If purchased separately, the branded portal costs £33 per month).
Practice Branded Demo Reports
A full suite of ‘Practice Branded’ demonstration reports. Sometimes it isn’t appropriate to demonstrate the full scope of your Financial Advisory services using your clients own data e.g. when discussing ‘Exit Planning’. (If purchased separately, Practice Branded Demonstration Reports cost £99 per month).
Connection Types
Business Development Connections (Unlimited)
Introduce your Financial Advisory services by generating a full set of Growth Planning Models, Reports and Analysis for an unlimited number of clients. The connection can be resynchronised as often as necessary in the first 30 days. This allows you rectify any bookkeeping issues and re-run reports before presenting them to clients.
Business Overview Connections (Unlimited)
Generate the incredibly valuable Business Overview Report for as many clients as you wish as part of your basic connection fee.
Paid Connection – Grow & Exit
Everything you need to help your clients prepare for and exit their business, including everything that comes with Advise & Grow plus the Financial Due Diligence Report, Valuation Model and the Exit Forecast, Funding Proposal and Performance vs Exit Forecast reporting.
(Charged monthly per connection, min term 12 months).
Paid Connection – Advise & Grow
Everything you need to provide your clients with a comprehensive part-time FD / CFO service, including everything that comes with Advisor Lite plus the growth planning models and tools and the Forecast, Funding Proposal and Performance vs Forecast reporting.
(Charged monthly per connection, no minimum term).
Paid Connection – Advisor Lite
For clients who don’t yet appreciate the need to plan, forecast and report performance vs forecast, the Advisor Lite option provides you and your client with a comprehensive set of management reports track and highlight variance in performance this year (rolling 12 months and/or year to date) covering every financial aspect of business performance.
(Charged monthly per connection, no minimum term).
Paid Connection – Compliance+
Transform your client meetings by focusing on the future and potential for improvement in profit, cashflow and the value of the business by using the Client Discussion Model, preparing for high value client meetings in under 5 minutes, and automate the delivery of the Business Overview Report to deliver outstanding value for clients, and increased fee income for the practice. (Sold in bundles, min 10 connections, no minimum term).
Training & Support
Academy Member Access
Each package includes a set number of unique Academy Member logins for your and your team. Additional team members can have full access for £10 +VAT per month.
Practice Owners Peer Network
Practice Owners are entitled to participate in the Peer Network which is focussed on helping you successfully implement your Financial Advisory services in your practice and support as many clients as possible.
Technical Training (2 per month)
Exclusive access to fortnightly technical training workshops.
In Person Technical Support
As a VFD Academy member you are welcome to take advantage of in person technical support to help you answer queries and support clients as efficiently as possibly.
Video Support Guides
A comprehensive library of educational videos and example reports and models. More info.
Client Engagement & Promotion
Practice Directory Listing
Business owners frustrated by their current accounting provision will be directed to the listing of proactive practices. Your position is determined by your ‘engagement’ and the quality of your client satisfaction feedback.
FiMBO Training Material
Access to the presentation material to deliver the Financial Management for Business Owners (FiMBO) series of 12 weekly webinars.
Client Opportunity Interviews
Improve your Financial Advisory services AND raise your profile on the VFD Academy Directory of Financial Advisory accountants. You will qualify for a set number of client satisfaction interviews each year, conducted by our Client Engagement Partner, Enquir3 Ltd. By knowing what your clients truly think you can make informed decisions to maximise client satisfaction, retention and to increase referrals. Further information on benchmarking your practice. (If purchased separately, the initial setup is £250 plus £45 per client to setup and conduct interviews).
