Upgrade 1.6.4: New enhancements to your client’s Customer & Supplier Analysis Reports

If you are a portal user, when you next synchronise your clients and run reports you will see some brilliant enhancements to your Customer and Supplier Analysis reports all of which have all been based on the feedback we have received from users.

The report has been extended to 3 pages, we still analyse the key drivers of Revenue and Costs (transactions, average transaction value, customer acquisition/retention, new/lapsed suppliers), but we have extended the number of customers/suppliers displayed in each section of your report.

You also now have a page at the end of the report highlighting the 3-year trend for each of your client’s top 5 customers/suppliers.

Enhanced Management Reporting is highly valued by business owners who are happy to pay you for your reporting and financial support services.  For your larger clients, those with more financial complexity, becoming their Part-Time FD and helping them take better control of their finances is a logical and highly valued service.

If you look at the potential fee income from Management Reporting and Part-Time FD services the figures are impressive, but it’s when you look at the gross profit margin the importance of adding these services to your practice becomes apparent…

Management Reporting is extremely time efficient delivering near 100% gross margin as it requires next to no overhead making it highly scalable.  Part-Time FD services are not for everyone and they do require you to interact more with your clients regularly, but the value and hence the margins are potentially far higher than other accountancy services.

To find out more, join us online for an hour at 1400 on the 4th March 2021, please click here to reserve your place.

If you are ready to discover how VFD Pro can help you add substantial revenue for your practice by delivering high value Management Information and part-time FD Services faster and easier than ever before please Register for a Free Trial by Clicking Here.

If you would like to discuss ways in which you can put all of this to use in your business please, Click here to book a meeting in my diaryand let’s talk.



Wednesday, February 24, 2021