Findex (Wanaka)

Accountant · 21 Brownston Street, Ground Floor, Brownston House, Wanaka, Otago

{"cache":{"resources":{"partner-badge-group/partner-badge-group":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"implementation","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax/implementation","tagID":"xero:advisor-directory/cards/specialist/tax/implementation","title":"Xero Migration","description":"Has training and expertise in switching clients to Xero.","tagImage":"/content/dam/xero/images/advisors/ico-specialist-migration.svg","parentTag":{"name":"tax","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax","tagID":"xero:advisor-directory/cards/specialist/tax","title":"Specialist","description":"Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.","tagImage":"/content/dam/download.png"}},{"name":"platinum-champion","path":"/etc/tags/xero/advisor-directory/cards/partner-status/platinum-champion","tagID":"xero:advisor-directory/cards/partner-status/platinum-champion","title":"Platinum champion partner","description":"The partner has earned this status level (bronze, silver, gold, or platinum) based on the number of Xero clients they serve. If shown, they have also attained Xero champion status by completing training, continuing to add more clients, or using Xero for their practice.","tagImage":"/content/dam/xero/images/advisors/ico-certification-platinum.svg","parentTag":{"name":"partner-status","path":"/etc/tags/xero/advisor-directory/cards/partner-status","tagID":"xero:advisor-directory/cards/partner-status","title":"Partner status","description":"This is the description for partner-status","tagImage":"/content/dam/bb8_1.svg"}},{"name":"2017","path":"/etc/tags/xero/advisor-directory/cards/partner-since/2017","tagID":"xero:advisor-directory/cards/partner-since/2017","title":"Partner since 2017","description":"The advisor has been a Xero partner since 2017","tagImage":"/content/dam/xero/images/advisors/ico-experience.svg","parentTag":{"name":"partner-since","path":"/etc/tags/xero/advisor-directory/cards/partner-since","tagID":"xero:advisor-directory/cards/partner-since","title":"Experience","description":"How many years of Xero experience a partner has.","tagImage":"/content/dam/download.png"}},{"name":"payroll","path":"/etc/tags/xero/advisor-directory/cards/certification/payroll","tagID":"xero:advisor-directory/cards/certification/payroll","title":"Xero payroll certified","description":"Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.","tagImage":"/content/dam/xero/images/advisors/ico-certification.svg","parentTag":{"name":"certification","path":"/etc/tags/xero/advisor-directory/cards/certification","tagID":"xero:advisor-directory/cards/certification","title":"Certification","description":"Description for certification","tagImage":null}},{"name":"xero","path":"/etc/tags/xero/advisor-directory/cards/certification/xero","tagID":"xero:advisor-directory/cards/certification/xero","title":"Xero advisor certified","description":"Has a strong understanding and practical knowledge of how to use Xero with clients.","tagImage":"/content/dam/xero/images/advisors/ico-certification.svg","parentTag":{"name":"certification","path":"/etc/tags/xero/advisor-directory/cards/certification","tagID":"xero:advisor-directory/cards/certification","title":"Certification","description":"Description for certification","tagImage":null}}],"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getListingId()":"879074f5-df07-456d-bcf8-aad494dd8204"}},"resourceType":"xero-cms/components/react/partner-badge-group","path":"partner-badge-group","wcmmode":"disabled","queryParameters":"{}"}

About us

Every business is unique, as is every Xero set up and conversion. You can rest easy knowing that Findex has the expertise to make your transition to Xero hassle free. Our extensive New Zealand network of 24 offices from Auckland to Invercargill means we can tap into additional expertise to find proven solutions for your specific industry and business structure. We offer levels of Xero support packages to suit your budget, and importantly help you achieve your business goals. As your business develops and requires Xero Add-On packages, our guidance will prove valuable in providing impartial advice about the most effective solutions for your industry. As one of Xero’s largest partners we work closely with them to ensure our team is up to date with the latest Xero developments.

Affiliations

Chartered Accountants of Australia & New Zealand

Meet the team

Findex (Wanaka) advisors: 12 - Xero certifications: 4

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Naomi McGregor

Manager - Accounting & Business Advisory

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Xero Migration

Has training and expertise in switching clients to Xero.

I am a Chartered Accountant who has a passion for working with clients to help achieve their business goals.

Findex (Wanaka): Bank experience

Clients of Findex (Wanaka) connect to a range of banks via Xero. Findex (Wanaka) specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

ANZ (NZ)
ASB (NZ)
BNZ (NZ)
Farmlands (NZ)
Kiwibank (NZ)
PayPal
Rabobank (NZ)
SBS Bank (NZ)
Stripe
Westpac (NZ)

{"cache":{"resources":{"bank-tag-content/bank-tag-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"pills","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Bank connections","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"anz-(nz)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/anz-(nz)","tagID":"xero:advisor-directory/cards/bank-connections/anz-(nz)","title":"ANZ (NZ)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"asb-(nz)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/asb-(nz)","tagID":"xero:advisor-directory/cards/bank-connections/asb-(nz)","title":"ASB (NZ)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"bnz-(nz)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/bnz-(nz)","tagID":"xero:advisor-directory/cards/bank-connections/bnz-(nz)","title":"BNZ (NZ)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"farmlands-(nz)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/farmlands-(nz)","tagID":"xero:advisor-directory/cards/bank-connections/farmlands-(nz)","title":"Farmlands (NZ)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"kiwibank-(nz)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/kiwibank-(nz)","tagID":"xero:advisor-directory/cards/bank-connections/kiwibank-(nz)","title":"Kiwibank (NZ)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"paypal","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/paypal","tagID":"xero:advisor-directory/cards/bank-connections/paypal","title":"PayPal","description":"","tagImage":"","parentTag":{"title":""}},{"name":"rabobank-(nz)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/rabobank-(nz)","tagID":"xero:advisor-directory/cards/bank-connections/rabobank-(nz)","title":"Rabobank (NZ)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"sbs-bank-(nz)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/sbs-bank-(nz)","tagID":"xero:advisor-directory/cards/bank-connections/sbs-bank-(nz)","title":"SBS Bank (NZ)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"stripe","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/stripe","tagID":"xero:advisor-directory/cards/bank-connections/stripe","title":"Stripe","description":"","tagImage":"","parentTag":{"title":""}},{"name":"westpac-(nz)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/westpac-(nz)","tagID":"xero:advisor-directory/cards/bank-connections/westpac-(nz)","title":"Westpac (NZ)","description":"","tagImage":"","parentTag":{"title":""}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"bank-tag-content","wcmmode":"disabled","queryParameters":"{}"}

Findex (Wanaka): Industry experience

Findex (Wanaka) works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Accommodation and hospitality
Administration and support services
Agriculture
Arts and recreation
Construction and trades
E-commerce
Education
Finance and insurance
Healthcare and social services
Manufacturing
Marketing, advertising and consulting
Media and communications
Not-for-profit
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Utilities
Wholesale

Findex (Wanaka) : App experience

Findex (Wanaka) serves clients who use 12 different apps that connect and integrate with Xero.

Connected apps

Find us

Findex (Wanaka) has offices in 3 locations

Wanaka: 21 Brownston Street, Ground Floor, Brownston House, Wanaka, 9305, Otago; +64 3 443 0086

Queenstown: 13 Camp Street, Queenstown, 9300, Otago; +64 3 450 1888

Alexandra: 16 Limerick Street, Bridge Hill, Alexandra, 9320, Otago; +64 3 448 6899

New to Xero? Findex (Wanaka) can help

Xero is beautiful online accounting software for smaller businesses. Findex (Wanaka) can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Partner since 2017

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.