Findex Dubbo

Findex Dubbo is part of the wider Findex network and serves clients from the Central West region of New South Wales. The team includes wealth management specialists, business advisors and tax experts. Its services include superannuation, business accounting and financial planning. A Virtual CFO service is provided for regional businesses.

The firm serves clients in agriculture, retail and services. Tax planning and compliance services are offered for individuals and businesses. Business advisory services include structuring for growth and succession planning. Advisors are highly qualified and focused on continuous learning.

Private clients and business owners in Dubbo regularly highlight the attentive, personal approach taken by the team at this accounting firm, with many noting that staff recall their circumstances and respond to questions without delay. Tax return preparation emerges as the service mentioned most frequently, including a client who completed an entire return for the 2020/21 financial year by email and found the process simple. Individual team members appear in feedback, among them Associate Partner Sandra Wolstenholme, Louise, Naomi, Sharon at reception and advisor Deb, who travelled to a client's home for a review.

Guidance on Australian Taxation Office rule changes is described as readily available, and questions are answered quickly regardless of whether contact is made in person or by telephone. Business clients speak of support with setting up and running a new venture, extending over several years and encompassing even minor queries. Courtesy is a recurring theme, from the front desk through to the advisers, as is the efficiency of the accounting team and the respect shown to those seeking help.