This guide is designed to help Bookkeepers confidently understand where their role starts and ends – so they can support clients well without stepping into risky territory.

This practical guide walks through common grey areas, helps you recognise when work moves beyond bookkeeping, and gives you clear guidance on when to refer clients to other professionals.

Use it as a confidence booster and a handy reference to protect both your business and your client relationships while staying focused on what you do best.