Focus on your business. We'll handle the numbers.

Strategic bookkeeping and payroll services tailored for NZ SMEs, ensuring compliance, accuracy, and peace of mind across GST, PAYE, IRD filings and financial reporting.

CERTIFIED & TRUSTED

Xero MYOB Certified 100% NZ Owned & Operated
Business owner stressed

Running a business is hard enough

Your books shouldn't add to the stress. Here's how we help NZ business owners breathe easier.

Spending weekends on paperwork?

Reclaim Your Time

Focus on growing your business while we handle the books. No more late nights with spreadsheets.

Worried about compliance?

Stay Compliant

Expert handling of GST, PAYE, and IRD requirements. We keep you on the right side of the law.

Numbers not adding up?

Accurate Reporting

Get clear, accurate financial reports that help you make informed business decisions.

Need expert guidance?

Expert Support

Access to experienced bookkeepers who understand NZ business requirements and can answer your questions.

OUR SERVICES

Everything your business needs

Flexible services designed around how NZ businesses actually work.

Bookkeeping

Complete financial record management

  • Bank reconciliations
  • Monthly financial reports
  • GST returns
  • Financial reporting

Payroll Services

Accurate, compliant payroll processing

  • Weekly & monthly pay runs
  • Employee onboarding
  • PAYE management
  • Payslip generation

Cleanup & Onboarding

Get your books in order and set up for success

  • Bank reconciliations
  • Xero & MYOB management
  • Historical data cleanup
  • System setup

Businesses we work with

Trades & Contractors (huge segment)
Hospitality & Cafés
Retail & Stores
Hair & Beauty / Salons
Gyms & Fitness
Allied Health (chiro/physio/dental/psych)
Professional Services (accountants, brokers, designers)
Consultants / Coaches
Transport / Logistics
Childcare / Education

WHO WE ARE

Your business deserves
a bookkeeper who cares

We’re a passionate bookkeeping and payroll service that genuinely cares about keeping NZ business owners financially confident and stress-free throughout the year.

We provide personalised support with accuracy, compliance, and attention to detail so you have the clarity you need to make better decisions.

40+
Years Experience
100+
Happy Clients
100%
IRD Compliant

Wendy Gilbert

Director, Strategic Financials

Wendy Gilbert

SIMPLE PROCESS

Getting started is easy

No complicated onboarding, no drawn-out negotiations.

STEP 1

Discovery Call

We start with a no-obligation conversation to understand your business needs, current setup, and goals.

STEP 2

Setup & Onboarding

We'll handle the onboarding process smoothly: set up systems, gather information, and get your books in order.

STEP 3

Gain Crystal Clarity

Clear, accurate reporting and ongoing support so you always know where your business stands.

CLIENT STORIES

Trusted by NZ businesses

In my capacity as auditor for a large Tier 2 Charitable entity, I have worked with Wendy Gilbert for a number of years during her…

Dave Mackay

Auditor

As a freelance accountant I have had the pleasure of working with Wendy for mutual clients for over 15 years. Throughout this period, Wendy has…

Gillian Bosley

Accounts Connect Limited

Wendy is a bookkeeper who excels in all things you might ask a bookkeeper to do! She has a great attention to detail and you…

Dong Woo Hong

I am pleased to recommend Wendy, whom I worked with from 2019 to 2022. Wendy consistently demonstrated exceptional accounting skills and meticulous attention to detail,…

Jasmine McCracken

COMMON QUESTIONS

Frequently asked questions

We offer full-service bookkeeping (bank reconciliations, monthly reports, GST returns, financial reporting), payroll (weekly and monthly pay runs, PAYE, payslips, employee onboarding), and cleanup & onboarding (getting your books in order, Xero and MYOB setup, historical data cleanup). All services are tailored for NZ SMEs and designed to keep you compliant with IRD and other requirements.
Yes. We work with both Xero and MYOB and can set up, maintain, and train you on either platform. We can also help migrate your data or clean up existing records so your books are accurate and up to date.
We start with a no-obligation discovery call to understand your business, current setup, and goals. From there we agree on the scope of work, onboard your accounts, and get your books and payroll running smoothly. There’s no long-term contract—we work with you on terms that suit your business.
Costs depend on the size and complexity of your business and the services you need (e.g. bookkeeping only, payroll only, or both). We’ll give you a clear quote after our discovery call so you know what to expect with no hidden fees.
Yes. We ensure your records and filings meet IRD requirements. We prepare and file GST returns, manage PAYE and payroll reporting, and keep everything accurate and on time so you stay compliant and avoid penalties.

Ready to take the stress out of bookkeeping and payroll?

No pressure, no obligation, just a conversation about your business and how we might be able to help.

Contact

021 648 330 Wendy@strategicfinancials.co.nz
Massey, Waitakere, Auckland 0614






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    Wendy Gilbert

    Book a Discovery Call

    Wendy Gilbert · Strategic Financials

    Bookkeeping & payroll for NZ SMEs. GST, PAYE, Xero & MYOB. No obligation—just a chat about your business.
    Book a Discovery Call Call 021 648 330