Professional Boundaries for Bookkeepers
$9.95 ($11.44 inc GST)
Professional Boundaries for Bookkeepers is your practical guide to understanding professional boundaries in bookkeeping – so you can work with confidence, reduce risk, and protect both your clients and your business.
Designed specifically for Bookkeepers in New Zealand, this self-paced micro-course helps you clearly identify what sits within your scope, when a task needs an accountant, payroll specialist, HR consultant, or lawyer, and how to refer without hesitation or guilt.
You will walk away with:
- A clear understanding of what is (and isn’t) in scope for a Bookkeeper
- Practical guidance on when to involve accountants, payroll experts, HR, or legal professionals
- Insight into how professional indemnity insurance applies to your work
- Strategies for confidently referring clients without undermining your value
- Real-world scenarios to help you recognise risk before it becomes a problem
Whether you’re new or experience Bookkeeper, this course will help you stay confidently in your lane, strengthen your professionalism, and deliver better outcomes by knowing exactly when to call in the experts.
