13th Oct 2022

How to implement outsourced finance services to your clients

Become a true finance partner to your clients with our ultimate guide to offering Virtual Finance Director services. Download now to get started.
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Over the last year, businesses have needed more active help with emergency planning and cashflow forecasts, with this trend set to continue in 2023 as they tackle a looming recession and cost of living crisis.

Making Tax Digital is also playing a role by encouraging more practices to keep clients’ books accurate and up to date by bringing them in-house. With this foundation layer in place, ambitious practices are branching out into other virtual finance services that help clients become more efficient, more effective and, ultimately, more successful.

This guide tells you everything you need to know about offering these services in your firm, including how to price it and how to onboard clients.

What you'll learn

  • Why the trend is taking off
  • What are VFD services?
  • What tools does a VFD service need to function?
  • How to implement and deliver a VFD service
  • Setting the prices
  • How to onboard clients

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