Karina Smith
Client Support Manager

With a dedicated focus on ensuring our firm is able to assist our clients with their daily compliance and year ended third party legislative requirements, Karina ensures our firm can meet our client's on-going in-house management needs including bookkeeping and statutory requirements.

Karina joined David O’Brien and Associates in 2016 as our Client Support Manager after making the move north from Sydney with her family. Karina is highly motivated and has over 15 years’ experience in Office Administration, Customer Service and management of small business teams.
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In the initial meetings with clients it is this experience that shines. Inviting clients in the first meeting to address the questions of ‘what do you need?’ and ‘how can we help to make that happen?’, the attention that is given to the initial planning process ensures that we get the strategy and ‘working plan’ right from the start so we can ensure we meet our client’s goals. From the outset, we endeavor to make life easier.
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As a fully certified Xero advisor (including payroll certified) Karina can install, set up, train, manage and support clients who need assistance with the accounting software revolution that these days is led by Xero. Making the software work for them is the focus – to show them that with good support…life is easier.
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Whether it be simply tweaking the businesses data file for better internal management reporting, creating a brand-new data file to ensure we ‘get the paperwork right from the beginning’, helping to understand the benefits of cloud computing or just wanting to get the most out of the software, the job is to ensure we don’t lose sight of what we want to achieve.
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Karina really enjoys a challenge. The goal is to consistently build strong relationships with her clients by listening and asking correct questions to identify their needs and following everything through until the end so a desired outcome is achieved. Client satisfaction provides Karina with a feeling of accomplishment.