Most business owners go to an accountant when what they really need is a business advisor. Findex is both.

We manage the numbers — your tax, compliance, and reporting — but we don’t stop there. We interpret them, connect them to your strategy, and help you act on them.

Where most accounting firms focus on the past, we focus on what’s next, helping you understand what your numbers are saying, what they mean for your business, and what to do next. 

Signs that you might have outgrown your current accountant and could benefit from a more proactive Business Advisor include: 

• Constant cash flow surprises 

• No forward-looking forecasts or scenarios 

• Tax-only conversations instead of business strategy 

• Feeling like you’re “flying blind” on decisions 

If this sounds familiar, you’ve moved beyond compliance needs and into the stage where Business Advisory services add real value. 

Internal finance teams are often set up to be transactional, handling areas like payroll, invoicing, compliance and bookkeeping. That’s important, but it doesn’t provide the bigger-picture financial strategy a growing business needs. Business Advisory at Findex fills that gap by giving you access to strategic financial management services such as building multi-scenario, three-way forecasts, translating financial reports into key insights, anticipating financial risks, putting plans in place and guiding investment decisions. 

Absolutely. There’s a common misconception that business advisory services are only for big corporates with large finance teams. In reality, smaller and mid-sized businesses often benefit the most.  

As your business grows, you are left wearing multiple hats and the financial challenges become more complex — cash flow, margins, tax planning, and funding decisions all start to carry more weight. Business Advisory at Findex gives you access to board-level financial expertise without the cost or complexity of hiring full-time, helping you scale with clarity and confidence. 

In the top tier of Business Advisory at Findex, you are assigned a Business Performance Partner, who is your dedicated partner in strategy, performance, and decision-making.

They combine financial insight with practical business advice to drive growth, profitability, and long-term success, working hand-in-hand with your business advisor and accounting team to connect the dots between the numbers and your bigger goals.

It’s the power of a full finance function, reimagined for growing businesses to combine day-to-day precision with high-level strategic insight.