About the Findex Playbook
The Findex Playbook will provide you with step-by-step enablement tools to help you have the right conversation with the right client with the right information at the right time.
The Playbook will provide you with a range of materials to support you on the journey from online training, marketing materials, FAQs, target audience information and processes. All designed to make your life easier day-to-day.
Your guide to strategic growth and client engagement
FINDEX PLAYBOOK
How does it work?
All you have to do, is select the campaign you are interested in. The Findex Playbook will then take you on the journey providing you with the information required to deliver the service to your client.
Playbook Support
Please reach out to the Findex Growth team should you have any questions or feedback.
Every year, hundreds of smart businesses share in billions of dollars’ worth of government and industry grants – make sure your client doesn’t miss out!
Grant Services
FEATURED CAMPAIGN
Not sure where to go?
Our summary pages will help you with information to guide you, providing you with various options all designed to align to your client’s journey and your sales process.
Prospects
Awareness
Advertising
Media
Content
Qualify
Consideration
Case studies
Content
Newsletters
Website
Collateral
Events
Pursue / Scope
Evaluation
Marketing email
Proposal
Collateral
Testimonials
Centralised sales
Propose
Commitment
CSA
Engagement letter
Fulfill
Delivery
Documentation
Invoicing / billing
NPS
Welcome email
Cross / Upsell
Advocacy
Events
YSB stories
Reviews
Referrals
Welcome to the Findex Playbook
A digital playbook is designed to help you more effectively guide through the growth client engagement processes with all the relevant content, assets, and information all in one place.
The dynamic experience of the tool allows you to access all the information you need in one place, saving you time and giving you the peace of mind that the content is up-to-date, relevant and accurate for your use.
Growth Tools
This Playbook section is designed to help you have the right conversations at the right time. Here you can find all the information and tools you need to discuss opportunities with clients and your colleagues to drive ‘Our Best Way’ strategy. It provides growth messaging, education tools and client conversation support.
These Growth tools will help bring all our service offerings together driving the right outcome for the client and help us grow our business.
The customer journey
Annual Review
Our clients are the centre of what we do. Their stories form the heart and soul of our business. As fierce advocates for our clients’ success, our job is to empower our clients with the tools to write their story the way they want it to be.
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Welcome to the Findex Playbook
A digital playbook is designed to help you more effectively guide through the growth client engagement processes with all the relevant content, assets, and information all in one place.
The dynamic experience of the tool allows you to access all the information you need in one place, saving you time and giving you the peace of mind that the content is up-to-date, relevant and accurate for your use.
Wealth From The Wild (AU)
The Wealth campaign features ongoing activity that aims to build awareness of the Findex holistic advice offering and Investment Proposition.
Campaigns
Grant Services
Every year, hundreds of smart businesses share in billions of dollars’ worth of government and industry grants – make sure your client doesn’t miss out!
Managed Payroll
Ease the payroll burden for your clients. Payroll is one of the most critical functions in many organisations, we have a specialised team of payroll professionals that offer fully outsourced payroll and specialist services across Australia and New Zealand.
Structure and Risk Review (AU)
A structure & risk review can assist to identify areas where we can assist our clients to improve their business and/or investment structure by reviewing their current circumstances and making recommendations for improvement.
Virtual CFO
From basic to advanced solutions, we can offer clients a range of Virtual CFO solutions. Visit our Playbook to find out how you can help your clients with fully outsourced solutions and a range of cost effective strategic financial expertise.
SMSF Advisory (AU)
Findex brings extensive experience providing superannuation and investment services to a large number of clients., offering a dedicated SMSF specialist to help them navigate through the complex superannuation and SMSF landscape.
Visory
Visory connects businesses and family groups to a marketplace of experts to support their ongoing internal finance needs. Quality assured workflows enabled through an online platform ensure services are consistently delivered to the highest standards.
Fringe Benefits Tax (AU)
Fringe Benefits Tax is something most employers think about once a year and can be a major challenge. Our team of FBT experts can help ease the burden of the annual FBT returns for your clients. This Playbook provides you with all the tools you require to help keep your clients on track with their FBT returns along with the recent updates and news.
Tax Planning (AU)
With the end of tax year just around the corner, clients need to start thinking about tax and plan ahead to optimise their tax opportunities. Working with Findex experienced accountants can assist clients to successfully plan to ensure they make the most of the tax deductions available and help optimise their tax position.
Value Added Services
Wealth From The Wild - Marketing Toolkit (AU)
Browse the toolkit of campaign resources!
Help promote our Wealth campaign to clients and prospects with this suite of collateral, content and more.
Accounting and Tax
The Accounting and Tax campaign features ongoing activity that aims to build awareness of the Findex holistic advice offering.
Why Wealth at Findex
Hear from Co-Chief Executive Officer, Matt Games, as he talks about our Wealth offering,, why this is a strategic focus for the business, and our operating model to bring wealth and accounting together into our Wealth Accounting division.
Unmet Wealth Accounting Needs (AU)
Tools and resources exploring our Wealth offering, why this is a strategic focus for the business, and our pilot One Best Way operating model to bring wealth and accounting together into our Wealth Accounting division.
Business Software and Systems
Choosing the best software for accounting for small business can take time and effort. The options available in the market are nothing short of diverse. Each accounting software solution brings unique features, pricing structures, and capabilities from simple, user-friendly platforms to more advanced systems.
Virtual CFO (Centralised)
A centralised team focused on supporting KRMs in the preparation and delivery of CFO advisory and financial management services. Visit our Playbook to find out how we can help scale and elevate your VCFO advisory services through our core service offering.
Tax Planning (NZ)
With the end of tax year just around the corner, clients need to start thinking about tax and plan ahead to optimise their tax opportunities. Working with Findex experienced accountants can assist clients to successfully plan to ensure they make the most of the tax deductions available and help optimise their tax position.
Better Business
The Better Business Campaign aims to address the challenges faced by SMEs that aspire for growth and improvement. Featuring a free 45-minute business health check offer, the campaign focuses on value added solutions that go beyond core compliance services.
Findex Bills
Findex Bills is a complimentary service that identifies bill savings for Findex staff and Findex clients for their business and home utilities outgoings, including electricity, gas, NBN, waste management, eftpos and insurances.
Accounting From The Wild - Marketing Toolkit (AU)
Browse the toolkit of insights. Help promote our Accounting to clients and prospects with this suit of collateral, content and more.
