Professional Boundaries for Bookkeepers
About Course
Every Bookkeeper reaches moments where a task feels just a little too complex, too legal, or too “this doesn’t feel like my job”. That moment matters – because stepping outside your scope can expose you, your clients, and your insurance.
This micro-course is designed to give you clarity and confidence. You’ll learn exactly where your professional boundaries sit, when to call in an expert, and how to build a strong referral network that protects your clients and strengthens your business.
By the end, you’ll know how to recognise risk early, how to refer with confidence, and how to position yourself as a trusted professional who understands both your strengths and your limits.
Staying in your lane isn’t stepping back – it’s levelling up your professionalism.
Course Content
Understanding your scope and why boundaries matter
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Introduction
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Your role as a Bookkeeper
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The power of knowing when to refer
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The impact of straying outside your scope
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Common pitfalls when Bookkeepers overstep
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Knowledge test
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Summary