07/07/2026

Advisory, Not IT Support

You don't need to be the software expert in the room to lead valuable app advisory conversations.

That's one of the core ideas we explored in a free webinar series we recorded with Xero - looking at how accountants and bookkeepers can approach app advisory strategically, without becoming the unofficial IT department.

This session covered:

  • Clarifying the advisory role

  • How to guide clients without demoing software yourself

  • The mindset that keeps you strategic

  • Key questions to anchor every conversation

  • Real examples of staying advisory while vendors handle the tech

The original slide pack is also available free if you'd like something to refer back to or share with your team. Download it here

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