WorkSmart Limited

Accountant · 58 Collingwood Street, Level 2, Nelson

  • Xero Migration

    Specialist

    Xero Migration
  • Platinum champion partner

    Partner status

    Platinum champion partner
  • Partner since 2013

    Experience

    Partner since 2013
  • Xero payroll certified

    Certification

    Xero payroll certified
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

WorkSmart Limited provides cloud based services to clients both locally in New Zealand and Globally around the world.

Our team are specialists in Xero and Xero Add-on integrations, we assist clients to transition to new cloud based financial accounting and integrated workflow systems. Providing full project management, implementation, training and support services, WorkSmart takes the pain out of adopting new systems and helps businesses revolutionise processes. With experience in the implementation of construction, general trades, automotive, real estate services, manufacturing , wholesale and retail based industries, WorkSmart has an answer for all your requirements.

Meet the team

WorkSmart Limited advisors: 4 - Xero certifications: 3

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

Todd Dunick

Director

Profile image for Todd Dunick
  • 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.
  • Trade & construction
    Has training and expertise in advising on apps for trade and construction businesses.
  • Professional services
    Has training and expertise in advising on apps for professional services firms.
  • Retail & ecommerce
    Has training and expertise in advising on apps for retail and ecommerce businesses.
  • 4 years Xerocon attendance

Graduated with a BCom double major in Management and Financial Accounting in 2012, experience in Management, HR, and Financial Administration. Current focus Xero Add-on integration, Project Management

Rick Monopoli

Director

Profile image for Rick Monopoli
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • 3 years Xerocon attendance

Founder and director of WorkSmart

WorkSmart Limited: Bank experience

Clients of WorkSmart Limited connect to a range of banks via Xero. WorkSmart Limited 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 (AU)
  • ANZ (NZ)
  • ASB (NZ)
  • BNZ (NZ)
  • Farmlands (NZ)
  • Heartland Bank (NZ)
  • Kiwibank (NZ)
  • NBS (NZ)
  • National Australia Bank NAB (AU)
  • PayPal
  • Westpac (AU)
  • Westpac (NZ)
  • eWay (AU)

WorkSmart Limited: Industry experience

WorkSmart Limited 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.

Industry Specialist


  • Professional services

    Specialist

    Professional services
  • Trade & construction

    Specialist

    Trade & construction
  • Retail & ecommerce

    Specialist

    Retail & ecommerce

Industries Served


  • Accommodation and hospitality
  • Administration and support services
  • Agriculture
  • Arts and recreation
  • Construction and trades
  • E-commerce
  • Manufacturing
  • Professional services
  • Real estate and hiring services
  • Repairs and personal services
  • Retail
  • Transportation and storage
  • Wholesale

WorkSmart Limited : App experience

WorkSmart Limited serves clients who use 22 different apps that connect and integrate with Xero.


Find us

WorkSmart Limited has offices in 2 locations

Nelson

58 Collingwood Street, Level 2, Nelson, 7010

+64 272396933

Invercargill

483 Herbert Street, Waverley, Invercargill, 9810, Southland

+64 277155411

New to Xero? WorkSmart Limited can help

Xero is beautiful online accounting software for smaller businesses. WorkSmart Limited can help make your switch as smooth as possible.

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

  • 3 Years Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2013
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.