OUR SERVICES
Services
- Comprehensive Bookkeeping
- Payroll Processing
- Financial Reporting
- GST and PAYE Compliance
- Accounts Payable and Receivable
Welcome to Strategic Financials
Expert Bookkeeping and Payroll Services in Auckland, NZ
At Strategic Financials, we understand that managing your finances can be complex and time-consuming. With decades of experience, Wendy Gilbert offers personalised and professional bookkeeping and payroll services tailored to meet the needs of small to medium-sized businesses.
INTRODUCTION
About Information
With over 40 years of experience in different business sectors,
Wendy has learned to hone her skills in bookkeeping, payroll,
warehouse management, inventory control and in the training
of others, to enable her to meet the varying business’s
requirements.
With her attention to detail, Wendy is exactly what your
business needs to ensure your financial information is;
accurate, relevant, meaningful, and reliable, which will then
help you to keep on top of your cash flow and make informed
decisions to further enhance your business.
Wendy Gilbert – Director
SERVICES
Bookkeeping
Bank account(s) reconciliation
Accounts payable
Accounts receivable
GST reporting / filing
Fixed Assets; set-up & maintenance
Preparing Month-end reports
Cash flow management
Preparing End of Year reports for accountants &/or auditor
General ledger code maintenance
Inventory management & maintenance
SERVICES
Payroll
- Support client to find the right payroll system for their business or use clients existing system
- Creating a living document of payroll processes & procedures that accurately reflect their business
- End to end payroll processing including:
- timesheet entry
- checking and finalising
- running sick & annual leave reports
- preparation of banking file for bank upload for payment
- PAYE filing
- Wage/salary increases
- Minimum wage updates
- Regular auditing of all leave allocations
- Reports for Government agencies as required
Why Choose Strategic Financials?
– Experienced Professional: Wendy Gilbert brings decades of hands-on experience in bookkeeping and payroll management.
– Personalised Service: As a solo operator, Wendy provides a dedicated and tailored approach to each client’s financial needs.
– Reliable and Trustworthy: Your financial information is handled with the utmost care and confidentiality.
– Local Expertise: Based in Auckland, we understand the unique challenges and opportunities of New Zealand businesses.
INTRODUCTION
Our Advisor Group Is Committed To Help Clients
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Get Free Consultation
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Successful Projects
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Satisfied Clients
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Award Achieved
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OUR PROCESS
Three Simple Step To Start Working Process
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01
Research Project
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Evaluate Plans
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Best Results
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TESTIMONIAL
Testimonial
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 employment as accounts manager for my client.
At all times I found Wendy’s standard of work to be of the highest quality, with her attention to detail being
apparent. It was a pleasure to audit her work as it was always accurate, well presented and detailed. Her
ledger maintenance was among the best I have encountered.
I would have no hesitation in recommending Wendy to any of my clients requiring book keeping and payroll
services.
Dave Mackay
Testimonial
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 consistently demonstrated an
exceptional standard of work and a meticulous attention to detail.
Wendy’s dedication to accuracy and precision made her bookkeeping a model of excellence!
The records were always thorough, well-organized, and impeccably presented, making the
month end accounts production a very easy process.
I have full confidence in recommending Wendy to any organization in need of outstanding
bookkeeping and payroll services.
Sincerely,
Gillian Bosley
Accounts Connect Limited
Testimonial
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 can rely on her to get things right. Also she is a very friendly person who won’t scare you away with numbers
Dong Woo Hong
Testimonial
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, ensuring our financial records were always accurate and up-to-date. Her proactive approach and strong communication skills make her an invaluable asset to any team.
Wendy’s positive attitude and professionalism were evident in every task she undertook. She is always willing to go the extra mile. Wendy has a high-level understanding of the disability sector and successfully worked in a progressive and inclusive manner.
I highly recommend Wendy for any future opportunity. She is truly amazing, and it was a pleasure working with her.
Jasmine McCracken
CONTACT US
Request A Call Back ! Feel Free To Reach & Contact Us.
Fill out the form below to schedule a consultation or to learn more about our services. We look forward to partnering with you to achieve your financial goals.
