ICNZB Roundtable Discussion: Advisory Services
Join our next ICNZB Round Table Discussion as we unpack what advisory truly involves — and how to deliver it safely and effectively.
Topics include:
- How bookkeepers are already providing advisory without realising it
- Explaining the difference between bookkeeping, accounting, and advisory
- The mindset and skills that turn data entry into meaningful business insight
- Identifying when clients need guidance versus reassurance
- Recognising the value of subtle advisory services you already offer
- Understanding the risks, boundaries, and liability of advisory work
- Knowing when to refer clients to accountants or other specialists
- Practical tips to grow your confidence, communicate value, and expand advisory services
Whether you’re curious, just starting out, or ready to step up — this discussion will help you move from bookkeeper to trusted business partner.
Panellists: Glennis Stuckey and Sue Inkersell
Facilitator: Karen Clunie