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BUSINESS PERFORMANCE

Stop making your biggest business decisions without the right financial advice

A Business Performance Partner, often known as a Virtual CFO, works alongside your accountant to give you the strategic leadership your business needs to grow.

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Two women sitting on a brown sofa, smiling and talking about business performance. One holds a cup and the other a tablet, in a warmly lit modern setting.
BUSINESS PERFORMANCE SERVICES

A dedicated partner who turns your financial performance into a plan for growth.

A Business Performance Partner is a dedicated financial partner, sometimes called a Virtual CFO, who works alongside your accountant to turn your numbers into a clear plan for growth.

Your accountant ensures your finances are accurate, your Business Performance Partner takes it from there — interpreting your results, identifying what is driving them, and helping you make the decisions that move your business forward.

The advice most business owners say they are missing.

From our experience working with more than 75,000 SMEs, many say they don't have access to all the advice they need. Strategic business advisory, financial forecasting, and cashflow management are consistently cited as the biggest gaps. Business performance consulting fills this gap.

Running on a structured rhythm, monthly management reporting and advisory meetings give you visibility over what is happening and why. Each quarter, a focused session resets your priorities and drives accountability. Each year, a strategic planning session sets the direction.

It is ongoing, practical, and built around your business goals.

how it works

Fill out our secure form

It’s simple and takes less than 2 minutes to complete.

Speak with a Client Solutions Consultant

We’ll contact you within a few business hours to understand your needs and arrange a complimentary Discovery Meeting.

Complimentary Discovery Meeting

You’ll talk through your goals, current challenges, and priorities. This is a conversation, not a sales pitch.

Discuss next steps

If there’s a fit, we’ll outline how we can support you and talk through service and pricing options.

WHAT YOU GET

Financial leadership built around your business goals

Two men in suits are smiling and pointing at something off-camera, sitting by a window in a modern office setting.

Clarity on your financial performance and what's driving it.

At regular intervals, your Business Performance Partner prepares a management report and leads an advisory meeting focused on one thing — understanding the decisions behind your results and what needs to change. You leave with a clear picture of what is working, what is at risk, and what to act on next.
A woman in glasses uses a tablet reviewing her business plan, while a man holds a hard hat, standing in a warehouse with stacks of boxes. Another person works in the background.

A forward plan, not just a backwards view.

Using three-way financial modelling your advisor builds forecasts that show how your revenue, profit, and cashflow are likely to move, and what happens if conditions change. You get the confidence to plan, invest, and make decisions before problems become urgent.
Two people sitting by a window in a modern office, engaged in a friendly conversation, one wearing a blue suit and the other a patterned blouse.

The follow-through that most business advice is missing.

At regular intervals your Business Performance Partner resets your priorities and sets a clear plan for the period ahead. Check-ins keep you accountable between sessions. The work does not stop when the meeting ends.
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SAMPLE FINANCIAL REPORTS

Download a comprehensive range of sample financial reports to simply visualise data.

Your complimentary download includes a sample cash flow forecast, a sample dashboard report and industry specific reports to help you aggregate, rank, and benchmark.

BUSINESS PERFORMANCE MANAGEMENT

Your questions about Business Performance and Virtual CFO services, answered.

What is a Business Performance Partner?

A Business Performance Partner is a dedicated financial partner who works alongside your accountant to provide the strategic financial leadership your business needs to grow. They deliver financial forecasting, performance reporting, and strategic advice on an ongoing basis, giving you CFO-level thinking without the cost of a full-time hire. You may have heard this role referred to as a Virtual CFO or vCFO. At Findex, we call it Business Performance because that is what it is designed to deliver.

What sort of businesses does a Business Performance Partner or Virtual CFO typically work with?

A Business Performance Partner works with businesses with annual turnover between $2 million and $25 million. If your finance function begins and ends with a bookkeeper, this service was designed for you. 

You are likely the right fit if: 

  • Your finance function is limited to a bookkeeper or accountant focused on GST and compliance. 

  • You are growing and want to understand whether your cost structure and pricing can support that growth. 

  • Cashflow is under pressure and you are not sure why or how to fix it. 

  • You are planning a significant business event: expansion, a capital raise, a restructure, succession, or sale. 

  • You feel like you are making decisions without the financial context to make them confidently.

I've been searching for Virtual CFO services. Is this the same thing?

Yes. If you have been searching for Virtual CFO services in New Zealand — including Virtual CFO services in Auckland, Wellington, Christchurch, Hamilton or Tauranga — a Findex Business Performance Partner is exactly what you are looking for. We use the term Business Performance because it more accurately reflects what this work delivers: ongoing business performance management, strategic advice, and accountability built around your goals.

What are business performance indicators?

Business performance indicators are the metrics that tell you whether your business is on track. Unlike standard financial reports which look backwards, the right indicators give you a forward-looking view helping you spot problems early, identify opportunities, and make better decisions. Common indicators include gross profit margin, net profit margin, cashflow conversion, debtor days, and revenue per employee. Business Performance consulting helps you identify which indicators matter most for your business and tracks them on a regular cadence.

How much does Business Performance consulting cost?

Pricing varies depending on the size of your business, the complexity of your finances, and the level of service you need. Our Business Performance services are structured around your specific goals and delivered on a flexible engagement model. Speak to one of our specialists to understand what is right for your business.

WHY CHOOSE FINDEX

Your accountant, business advisor, and Business Performance Partner — all connected.

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A dedicated specialist team

Senior advisors who specialise in giving your business consistent, high-quality support without the cost of a full-time hire.

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Connected to your full advisory team

Works alongside your accountant, tax advisor, and other specialists so your financial affairs are coordinated, not siloed.

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A structured service with a clear scope

You know exactly what is being done, when, and what you will get from each engagement, no ambiguity, no scope creep.

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Trusted by 75,000 SMEs

Your Business Performance Partner is backed by the experience of one of New Zealand's leading business advisory firms.

A businessman in a suit discusses the business performance plan with a seated couple, both attentively listening across a table with glasses of water.

Your next financial decision should be your best one.

Start with a complimentary Discovery Meeting with one of our business performance specialists. No obligation, just clarity.