SME Financial Limited

Accountant · 6 Boston Road, Grafton, Auckland, Auckland

  • Xero Migration

    Specialist

    Xero Migration
  • Gold champion partner

    Partner status

    Gold champion partner
  • Partner since 2009

    Experience

    Partner since 2009
  • Xero payroll certified

    Certification

    Xero payroll certified
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

Working together with Kiwi business owners for over 30 years, our clients can trust SME Financial to make a genuine difference – in their lives and their businesses.

By embracing innovation, technology and upskilling our team, we help our clients navigate the ever-changing markets. We are the small business accounting specialists. What does success look like for you? Too often we meet clients who spend so much time working that it’s more like their business owns them than the other way around. Even if you’re making good money and growing every year, we know your goals are bigger than that. It’s about living the purposeful life you want – making your mark so you can choose how you spend your time. More time. More choice. And more freedom. Our mission is to enable you to build the business of your dreams.

Affiliations

  • Chartered Accountants of Australia & New Zealand

Meet the team

SME Financial Limited advisors: 10 - Xero certifications: 9

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

Kunal Topiwala

Associate

Profile image for Kunal Topiwala
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • 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.
  • Trade & construction
    Has training and expertise in advising on apps for trade and construction businesses.

SME Financial Limited: Bank experience

Clients of SME Financial Limited connect to a range of banks via Xero. SME Financial 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 (NZ)
  • ASB (NZ)
  • American Express (NZ)
  • BNZ (NZ)
  • Bank of Melbourne (AU)
  • BarterCard (NZ)
  • Kiwibank (NZ)
  • PayPal
  • TSB Bank (NZ)
  • Westpac (NZ)

SME Financial Limited: Industry experience

SME Financial 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


  • Retail & ecommerce

    Specialist

    Retail & ecommerce
  • Professional services

    Specialist

    Professional services
  • Trade & construction

    Specialist

    Trade & construction

Industries Served


  • Accommodation and hospitality
  • Administration and support services
  • Agriculture
  • Arts and recreation
  • Construction and trades
  • Finance and insurance
  • Healthcare and social services
  • Manufacturing
  • Marketing, advertising and consulting
  • Not-for-profit
  • Professional services
  • Real estate and hiring services
  • Repairs and personal services
  • Retail
  • Transportation and storage
  • Wholesale

SME Financial Limited : App experience

SME Financial Limited serves clients who use 9 different apps that connect and integrate with Xero.



Connected apps

Find us

SME Financial Limited has an office in 1 location

Auckland

6 Boston Road, Grafton, Auckland, 1023, Auckland

+64 93667025

New to Xero? SME Financial Limited can help

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

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

  • 6 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 2009
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.