Institute of Certified NZ Bookkeepers

Taking Care of Business

#Bookkeepcon21 is being held at the Rotorua Energy Events Centre on 30 and 31 July with a predicted attendance of 200+ delegates.

The event promises to be an exciting and insightful event, offering a great opportunity to meet with leading professionals in the industry while delivering a diverse and innovative programme.

Themed “We're Taking Care of Business”, #Bookkeepcon21 aims to recognise the significant contribution and assistance that bookkeepers in New Zealand have provided following the struggles of business arising from the global pandemic.

Bookkeepers in New Zealand have been at the heart of small and medium businesses, supporting them at a grass roots level. They ensure their clients systems and processes are robust and current, provide accurate data with which clients can make sound business decisions with, and assist businesses with their compliance obligations. This position has shown bookkeepers are uniquely placed to facilitate the recovery of small to medium enterprises in New Zealand in the wake of the halt on trading imposed during the Alert Level 4 lockdown in early 2020.

Energy Events Centre

Located in the central North Island, the Rotorua district has a multi-cultural population of approximately 77,000 people.

A city of spirit and adventure — Rotorua is an iconic international  visitor destination renowned for its Maori culture, geothermal activity and sensational outdoor activity environment. Only a short drive from magnificent mountains, a host of lakes and  the Pacific Ocean coastline, Rotorua offers a vast array of activities  and a comprehensive range of accommodation.

Downtown, there are over 250 shops and a selection of more than  50 restaurants to choose from. The majority of the city’s 13,000+ accommodation beds are within walking distance of our leading venues.

This premier tourism destination is well connected to the rest of  New Zealand and the world through a network of air and road links and is a leisurely 2.5 hour drive, or 40-minute flight from Auckland.  The Rotorua International Airport, is a mere 15-minute drive from the  city centre.

Rotorua is a city filled with adventure and excitement with endless choices to suit every itinerary.

Accomodation for delegates

Millennium HotelICNZB have partnered with Millennium Hotel in Rotorua to offer a discounted accomodation price for delegates of #Bookkeepcon21

Next to mystical Lake Rotorua and just a brief stroll from the city centre, Millennium Hotel Rotorua is an eco-friendly destination.

From here, experience Rotorua’s rich history, explore the thermal hot pools or the native bush, and even squeeze in a round of golf at one of Rotorua’s international golf courses. Their 227 rooms and suites feature residential-style decor with views of Lake Rotorua or the native garden. They also have accessible rooms for guests with special requirements. 7 meetings and event spaces are available and ideal for up to 400 people.

Perhaps the most unique feature there is its heating, provided by harnessing the hotel's natural geothermal resource. Take a dip in the heated pool or relax under the expert hands of our therapists in The Spa Rotorua.

There's free off-street parking and child-friendly facilities including a toddler pool. Millennium Rotorua is a Qualmark 4 Star Plus rated hotel with an Enviro-Gold status for its sustainability practices. Guests are invited to join the hotel in its endeavour to reduce waste to landfill.

A member of the Tourism Industry Aotearoa Sustainability Commitment, and the hotel embraces the Tiaki Promise to care for New Zealand.

Discounted accomodation rates

To book a discounted room rate online, please follow the below booking directions:

  • Go to -           
  • Under “Book a Room” enter stay dates, number of guests then click on “Advanced Search”
  • Enter ICNZB21 in the “Use a Group Code” field
  • Click “Book Now”
  • This will then show room types available to book and agreed discounted rates
  • Proceed with booking

Taking care of business

Meet the key sponsors and partners of #Bookkeepcon21

The Association is fortunate to have secured the support of the following key sponsors to help make #Bookkeepcon21 an event to remember.

These key sponsors will also be in attendance in our Trade Hall, which provides you with a a great opportunity to talk to them and learn all about what they do as valuable members in our industry.

We also acknowledge the Association's Founding Sponsor and Strategic Partner for their ongoing support of this event.


Key Event Sponsor

 crystal payroll

Event Sponsors

 TMNZReckone-InvoicingThankyou PayrollNZBN


Event Partners

Stephanie Crawford Pixie Pixie Pixie PixieMBPTrade Worx


Photobooth sponsor

(Awards and Gala Dinner)




Taking care of business

We are pleased to confirm the following exhibitors at #Bookkeepcon21


Crystal Payroll

The Crystal Payroll team is focused on the goal of making our customers’ lives easier by saving them time, streamlining their processes and reducing their stress levels. They continually strive to deliver the most secure, functional and straightforward online payroll system.



TMNZTMNZ is New Zealand’s leading IRD approved tax pooling provider. They are trusted by thousands of small and medium-sized businesses as well as some of New Zealand’s largest banks, state-owned enterprises and well-known corporate names. TMNZ sets the very highest security standards for reliable and secure management of their clients’ tax payments.



FlexitimeFlexiTime builds software that simplifies employment. They offer a range of integrated payroll, rostering and billing solutions to help their clients manage and pay employees. Their flagship payroll system, PayHero, makes payday super easy and gives you and your clients peace of mind by following MBIE’s latest Holidays Act guidance.



FundTapFundTap solves your businesses cash flow. They turn your outstanding invoices into cash now so you can run and grow your business. FundTap links with your accounting software (Xero, MYOB, QuickBooks, Reckon) to painlessly provide the finance you need. The application process takes 5 min and they can have funding to you within minutes.



Stephanie Crawford Business HeadspaceI work with bookkeepers and small practice accountants who have growing businesses but are struggling with time, systems, and profitability. Through my coaching programme for bookkeepers - From Bookkeeper to Business Owner™ - I help bookkeepers to transition from overwhelmed bookkeeper to profitable bookkeeping business owner.



Inland RevenueInland Revenue is the public service department of New Zealand charged with advising the government on tax policy, collecting and disbursing payments for social support. The IR team are happy to help with any IR related questions you may have from either yourselves or a customer. Come and have a chat!



PaySaucePaySauce is software for people at work, providing employment solutions to small and medium sized businesses. With PaySauce, employers can easily pay and manage their people using apps for web and mobile. The PaySauce platform includes mobile timesheets, payroll calculations, banking integration, PAYE filing, labour costing, rosters and digital employment contracts.



Beyond ExpectationsBeyond Expectations provide business systems advice and cloud integration services. Their speciality is in cloud-based software solutions, specifically; Cin7, WorkflowMax, Xero and Unleashed. They have also developed their own APICAL software for custom integrations, allowing systems to talk to each other. Whatever the problems you face with your business systems, talk to the team at Beyond Expectations



Discovery FinancialDiscovery Financial Services offer Specialist Insurance, Risk Management, Investment and Financial Advisors services. They offer an off the shelf product built to keep your business, in business with wording and pricing agreed and which utilizes the associations collective buying power, as well as a tailored "bookkeeper" policy.



NextMinuteNextMinute is the ideal cloud-based Job Management solution, for small to medium sized trades and service businesses with a workforce, searching for increased efficiency and profitability. Create and track Jobs, add contacts, build quotes, schedule the team, capture timesheets, simple invoicing (Integrates with Xero or MYOB + Payroll), attach key documents and photos and much more.



ThankyouPayrollThankyou Payroll is a purpose driven Kiwi business offering New Zealand’s best value Payroll Software & PAYE Intermediary Service. Their business model uses a triple bottom line approach - Social, Environmental and Financial - with environmental responsibility as one of their core values. Thankyou Payroll is New Zealand’s only certified carbon neutral payroll company.



ReckonReckon is an ASX listed and Australian owned company with over 30 years’ experience delivering market leading solutions to accountants and bookkeepers, legal professionals and small to medium sized businesses. Reckon’s software services are designed to make accounting faster, easier and more productive.



2Shakes2Shakes is simple and effective cloud platform to help you with client onboarding and Anti-Money Laundering Customer Due Diligence (AML CDD). Their solution can help all Bookkeepers take on new clients, and provides extra features for Bookkeepers who need to comply with AML/CFT Phase 2.



XeroXero’s online accounting software is designed to make running a small business easier. With Xero, you can pay your invoices, connect your bank for easy reconciliation, keep track of projects and save your transactions on-the-go. This information is available anytime, anywhere, all from an internet-connected device - phone, table or computer. Make your small business beautiful, with Xero accounting software.



Trade Business TrainingTrade Business Training provides a framework to benchmark, assess and guide Trades Businesses towards better financial and management performance and practices. Their foundational service is benchmarking and business planning. From there, they provide resources, templates and tools for you to provide more services, management and coaching to your clients.



Approval MaxApprovalMax is an award-winning app providing powerful approval automation features for accounts payable and accounts receivable. ApprovalMax increases team productivity in accounting and enhances client collaboration.



Spice HRHR has a reputation for being dull and dreary - a tick the boxes, soulless kind of activity. However, the gals at Spice HR are pretty much the opposite of what you may think you know about HR! Yes, they are HR professionals with vast skillsets, but they are also authentic, spicy, and full of energy and enthusiasm for what they do.



Keeper LifeKeeper Limited specializes in insurances around people. Human Capital Risk. They financially model the impact the illness or injury to an individual can have on your business and your personal financial wellbeing.



Keeper LifeBuilda Price is essential construction pricing and job tracking software for residential builders. Their invoice processing service will save time and money, and help easily keep track of jobs. Invoices are automatically mapped to a job based on the info contained in the reference field, which will simplifies the process even further.



SmartPayrollSmartPayroll are helping kiwi businesses feel confident about paying their team right, every time. They are committed to making payroll even easier, that’s why they’ve been developing features including project costing, auto payments, automated Xero integration and more.



Mel PowerAt Melanie they are 100% committed to empowering women to Command The Price They Deserve for the Value They Deliver and design a business they love, that serves them and their clients. They work with amazing business owners to see them grow through marketing, sales, pricing, mindset and more.  Focussing on the areas of their businesses that they need to work on to achieve their goals.



simPROsimPRO helps field service clients optimise their business processes and reduce inefficiencies, improve their cash flow, reduce costs and increase profitability. From initial request for a job to final invoicing, your clients can streamline workflows, automate processes, connect the office and the field and gain essential business insights.



No Fuss CloudNo Fuss Cloud provides app advisory and cloud integration services. They help bookkeepers and their customers with add on apps and automation to streamline business processes through: app stack design, data integration, process design and automation, process documentation, app implementation, data migration, training and support.



MarkezingMarkezing is a growth agency helping accountants and bookkeepers to automate their processes in all aspects of their business that includes Marketing, Sales, and Service to save time, generate more leads, and have great customer service. Markezing is HubSpot Platinum Partner, Vidyard partner, Cradle partner and Pixie Partner .



Rodgers ReidyRodgers Reidy is uniquely resourced to specialise exclusively on turnaround and recovery strategies, insolvency appointments and forensic accounting. In addition to their liquidation work they also offer forensic accounting services including all aspects of financial and fraud investigations, litigation support and expert witness reports.



e-Invoicing (Ministry of Business, Innovation and Employment)e-Invoicing (Ministry of Business, Innovation and Employment) brings benefits to businesses of all sizes – including small businesses, by simplifying and automating the exchange and processing of invoices. The main benefit for invoice senders like small business is faster payment from their buyers. e-Invoicing also improves accuracy, security and reduces process time.



Abbotts InsuranceAbbotts Insurance are the writer a bespoke professional errors and omissions (Professional Indemnity) policy exclusive to ICNZB members along with other common insurance products. Their product provides security to you, your business, and most importantly your clients.



RT ReportingRT Reporting is an easy to use cash flow forecasting and financial analysis tool. They enable bookkeepers to produce insights for their clients which are concise, compelling and simple to understand. RT Reporting is unique in that they provide bookkeepers a tool that is simple to use, tailored to their individual needs and is affordable.



PixiePixie is a simple, flexible, and out-of-the-box practice management app for small firms. In just a few clicks, you can take control of your clients, tasks, emails, and workflows, bringing everything together in one easy to use app so that nothing falls through the cracks.
Pixie are represented by Markezing at #Bookkeepcon21



iPayrolliPayroll provides an easy-to-use, feature-rich payroll solution so their customers can focus on their business. They make it simple for business to run each pay and manage leave, tax, and employee records on the go.  And they make it easy for employees to view their payslips, pay history, tax summaries, and apply for leave using the Employee Kiosk App.



MYOBMYOB helps save time and make life easier for bookkeepers and their clients with business financial management solutions that enable them to become more productive and profitable. Their mobile friendly and cloud-based MYOB Essentials software is ideal for those who need an easy to use, feature rich and affordable system without the need for additional add-ons at additional cost.



Smetric InsightsSmetric Insights makes it easy to drive business performance through their advanced analytics and business intelligence software and services. They use deep business expertise and technical tools to put a layer over business systems, extracting and presenting actionable insights from business data.



AutocardAutocard offers a no surprises, straight up, cents per litre discount off the pump price, on every fuel purchase you make, anytime, anywhere, from any of the fuel supply partners national network of 400 service stations and truck stops.The discount offer is clear - there are no fees charged and you only pay for the fuel you use, minus the agreed ICNZB discount below, it’s really that simple.

View ICNZB offer here >



NZBNNZBN provides a number of services to help organisations ensure their data is up to date and accurate. This will enable more streamlined processes and faster and easier transactions with their customers and suppliers. NZBN Data services are free of charge, and include the NZBN Business-Match, NZBN Watchlist service and NZBN API.



NZBNNot sure where to start looking when it comes to Construction Software? Don't sweat it! Tradeworx have done all the hard work for you! Tradeworx partners with a range of best of breed software packages, so take advantage of our knowledge and experience to work out the right cloud construction software for your business.


Taking care of business

Michele A’Court

Master of Ceremonies

Michele ACourt

Winner of “Female Comedian of the Decade” at the 2010 NZ Comedy Guild Awards, Michèle A’Court is a stand-up comedian, writer, social commentator and corporate MC.

Michèle is a frequent voice on RNZ National’s “9 to Noon” and “The Panel”; and she has been writing a weekly newspaper column on social issues since 2008, which is published in “Your Weekend” magazine with the Press, the DomPost and Waikato Times, and also on the Stuff website.

She has written two bestselling books: “How We Met” (2018) and “Stuff I Forgot To Tell My Daughter” (2015) both published by Harper Collins.

Her international experience as a stand-up comedian includes work in the United States, Canada, the UK, Australia, Papua New Guinea and East Timor. She has been working as an after-dinner speaker, event host and conference MC for more than 20 years.

Michèle is Chair of “The Aunties” Trust, a grassroots charity for women and children in need. She is also Patron of the Moving & Handling Association of NZ (MHANZ) which cares for carers in the health sector. Michèle is a proud member of Actors’ Equity, and a Life Member of the NZ Comedy Guild.

Latesha Randall

Keynote speaker

Latesha Randall

Tesh Randall (or Mrs Coconut as she's known in Raglan) is an enthusiastic entrepreneur - starting out in her home kitchen in 2014, Raglan Coconut Yoghurt now supplies over 600 stores around New Zealand, Singapore, Hong Kong and the Pacific Islands.

She believes that business can be used as a tool for creating positive change and is a woman of many hats (literally & figuratively!), with side projects including writing books, hosting glamping enthusiasts in their yurt and tiny house, and her position as editor of Arrival travel magazine.

Tesh is an Edmund Hillary Fellow, SheEO activator, and member of the Asia New Zealand Foundation.

She lives in Raglan with her partner Seb (Mr Coconut) where they love surfing and being part of the tight-knit community.


Naomi Ferguson

Commissioner and Chief Executive, Inland Revenue

Naomi FergusonNaomi has been Commissioner and Chief Executive of Inland Revenue since July 2012. She is leading the customer-centred business transformation, and chairs the Strategic Governance Board.

Naomi has a Master of Arts in English Literature and Sociology from Glasgow University. She is an experienced public sector executive with more than 25 years' experience working in revenue agencies in the United Kingdom (UK) and New Zealand. She has successfully delivered major transformational change projects and built effective teams to deliver results.

Naomi was the Deputy Commissioner, Service Delivery Inland Revenue New Zealand from 2003-2006, and immediately prior to returning to New Zealand to take up her current role, she was the Director, Business Customer and Strategy at Her Majesty's Revenue and Customs (HMRC) in the UK. Naomi has also worked in the banking and health sectors.

Naomi contributes to a number of public sector wide initiatives and groups, including the Women in Government Network and is a member of the Diversity Works Board and the Ministry of Justice Risk and Audit Committee. In 2016 Naomi won the Women of Influence Award for Public Policy.

Brad GolchinBrad Golchin, Markezing and Wise Advice ltd

"Harnessing the power of technology to grow your practice using systems & automation"
Friday, 30 July 2021 at 1.15pm

Brad Golchin has a unique insight into the industry - a combination of technological expertise and accounting experience. For the past 15 years he has run an accounting practice in NZ and Australia and was one of the first to move to Xero and fully harness technology to streamline and grow his business. Brad now supports other accountants & bookkeepers so that they too can benefit from the power of technology- he has the expertise to bring together a basket of skills for the benefit of his clients. Online-marketing, video production, accounting, using technology, plus opportunities with social media, enable him to offer a comprehensive service with the years of experience behind him to offer a full support package for his clients.

Debbie Mayo-SmithDebbie Mayo-Smith,

"Creative SMarketing: How To Improve Profit. Promotion. Productivity" 
Saturday, 31 July 2021 at 2:15pm

You are going to love this session with free, easy and resourceful ideas and tips for you to improve your business success. client acquisition and retention.  Without fluff or filler, Debbie will give you tip after tip to:

  •  Grow your income.
  •  Use Google to improve your online presence
  •  Free up time

All from minimal effort.

Entertaining and practical, Debbie is one of the worlds leading business productivity experts as well as one of the most sought after results oriented speakers and trainers in Australasia. 

Like you, Debbie is a parent, a partner, heavily involved in business. Debbie’s achievement is that as a mother with a young family, she started a business from scratch, grew it to a 6-figure annual income, built an enviable international reputation, became a bestselling author of sixteen books, a media columnist – all in a short timeframe and on a miniscule budget.

You will not only be inspired and motivated - you will learn fabulous tips to become much more effective and efficient.

Irene BennettsDi Crawford-Errington, Ontrack Bookkeeping Ltd

"Payroll Panel: The Future of Payroll" 
Friday, 30 July 2021 at 11:30am

Di Crawford-Errington is the Founder and Master Problem Solver at Ontrack Bookkeeping Ltd, a bookkeeping firm based in Whangarei. Over the last 18 years, the business has evolved from a bookkeeping support role to include a tax agency, business development services and a payroll bureau with over 60 payrolls processed each week. Ontrack Bookkeeping has a team of 7 and specialises in supporting small businesses with financial solutions, payroll support, training, and systems advice. Di believes upskilling business owners gives them the best chance at success, which in turn ensures the success of our communities. She is an ICNZB Gold Certified award winning bookkeeper and has recently been named the only New Zealander in the Top 50 Women in Accounting for 2020.

Irene BennettsIrene Bennetts, Admin Army

"Lessons from the battlefield – a firsthand experience of growing a thriving bookkeeping business." 
Friday, 30 July 2021 at 2:00pm

Success isn’t achieving the goal in the future. Success is pursuing the process today.” – Craig Groeschel

From founding Admin Army in 2016, to a highly successful merge into the Streamline Business Group in 2020, Irene will be sharing her highs, lows and everything in between.

During this 35 minute session, Irene will talk about how she did it, and more importantly why she did it. What worked, what didn’t and the unplanned change in tack that led her to merging with a larger entity and the opportunity that has provided.

Irene BennettsLeaine Jones, Jones Business Solutions Limited

"Basic Building Blocks of Bookkeeping" 
Saturday, 31 July 2021 at 11:15am

Leaine Jones is long standing member of the bookkeeping community and is well respected by all her peers. She has successfully operated her business, Jones Business Solutions, in sunny Hawkes Bay for 15 years offering bookkeeping and accounting services. Her view on business is holistic and she works with entire teams to gain insights on whole operations to the betterment of her clients.

Leaine is a passionate member of ICNZB, having previously been the Hawkes Bay Regional Director, is an experienced Tax Agent and member of both ATAINZ and NZPPA.

In this session Leaine will focus on the Accounting Equation and how it helps you understand transactional bookkeeping. Get the insights from Leaine to demystify this theoretical concept with some practical worked examples. A perfect session for entry level bookkeepers, and even some of the more experienced.

Linda WellsLinda Wells, Outcomes Unlimited

"From Super Stressed to Focused Success" 
Friday, 30 July 2021 at 11:30am

Linda has both vast knowledge and experience in business and specifically the management of business stress. As a professional keynote speaker Linda engages her audience and takes them on a journey of practical techniques and skills to assist them to reclaim and enjoy life!

Linda has delivered presentations, seminars, and workshops to businesses and groups throughout New Zealand, Australia, and North America, conducts a private practice for individual clients, and has won many accolades for her skills and achievements.

Her International Award-Winning book ‘Transforming Your Stress into Business Success’ is written in Linda’s unique style which guides the reader through a series of strategies and tools in a process of identifying the conditions caused by stress and then provides practical tools to eliminate those conditions.

Matt McFedriesMatt McFedries, Debtor Daddy

"How to package, price and promote a 5-figure credit control service to your clients" 
Friday, 30 July 2021 at 10:45am

Matt is the co-founder and CEO of Debtor Daddy. Since 2012 Matt and his team have helped thousands of businesses around the world improve cashflow and save time by taking a more customer-focused and automated approach to credit control.

Now Matt is working with bookkeepers and accountants across New Zealand, Australia, USA and the UK, teaching them how to set up a scalable, best practice credit control solution for their clients.

In this session Matt will talk to you about:

  • How to deliver a best-practice credit control service to clients while maximising internal efficiency.
  • Hourly or fixed? Learn the best ways to package and price your credit control service for maximum profit.
  • Sales and marketing tools to help you promote your credit control service.
  • The steps one of our bookkeepers took that resulted in a new client and a $7,000 credit control contract.

Mike KellyMike Kelly and Ata McGregor, Ata McGregor 2Shakes

"Client Onboarding and AML: A Bookkeeper’s Guide" 
Saturday, 31 July 2021 at 10:45am

Things have come a long way since we started co-designing 2Shakes with Bookkeepers in 2016! We take a tour of best practice client onboarding, government authorities and AML compliance.

We’ll cover what to know, what to look out for, and what’s coming. See how to ditch the drudge and make taking on new business exactly what it should be – a pleasure!

Mel MorrisMel Morris, Xero

"An update from Xero" 
Friday, 30 July 2021 at 1:15pm

Melanie joined Xero as NZ Head of Bookkeeping in 2016 after a varied and successful work journey, that also led her to found Bookkeeping and Beyond (Xero NZ Gold Partner) and Training and Beyond (Xero Platinum Partner) both multi-awarding winning businesses. Both companies are pioneers in the cloud technology community and act as training partners and conversion specialists for selected Xero add-on partners.

After 4 years growing Bookkeeping and Beyond, literally inventing the wheel and working in silo, Melanie identified the need for a professional body that provided education, standards and support to other Bookkeepers. Bookkeeping and Beyond was sold in 2016 when Melanie joined Xero in a part time capacity as Head of Bookkeeping.

When it comes to bookkeeping and financial governance, Melanie has ‘skin in the game’. In 2010 she founded the New Zealand Bookkeepers Association or the (ICNZB) and consulted with both government agencies and private industry to provide strategic leadership and advice for small business development and cloud-based solutions. Her governance roles include, financial management of the Bookkeepers Association, Chair and financial committee of the Lyttelton Primary School Board of Trustees. Current Treasurer and Trustee of the Royal New Zealand Ballet Foundation.

Neil BhattacharyaNeil Bhattacharya and Rob Gilmore, Rob Gilmore Tax Management NZ

"TMNZ is Provisional Tax" 
Saturday, 31 July 2021 at 11:15am

TMNZ has been helping small businesses over a decade to manage cashflow better and help save thousands by using tax pooling. We will show you how this works, how this benefits your client and, adds value to your client conversations. We are in the business of making paying tax easier. This session is presented by Neil Bhattacharya, a customer success strategist heading client services and delivery at TMNZ and Rob Gilmore, who leads the team at TMNZ responsible for managing the majority of smaller accounting firms including bookkeepers. 

Nichola GoldNichola Gold, Spice HR

"Payroll Panel: The Future of Payroll" 
Friday, 30 July 2021 at 11:30am

HR has a reputation for being dull and dreary - a tick the boxes, soulless kind of activity - however the Gals from Spice HR add more than a touch of spice to the businesses they partner with!

Co-founder of Spice HR in 2016, Nichola Gold brings to the Spicey table over 20 years’ experience in HR, including Reward and Recognition and Sales Promotion Management in New Zealand’s highly competitive Insurance industry. These days she describes herself as an ‘HR allrounder’, with ability to make quick decisions and a knack for successfully dealing with the unexpected – which is tested on an almost daily basis! Nichola’s strong stakeholder relationship management skills and positive, love for life attitude make her very approachable to both clients and their employee’s, no matter what the issue or concern. The heart of Spice HR is ‘getting the best out of people’ and she loves the challenge of motivating people to achieve things they never dreamed possible and taking the initiative to create unique solutions – which are of course tailored to the needs of small to medium business owners. .

Pete AshbyPete Ashby and Grace Burnett, Grace Burnett Flexitime Limited

"Payroll Fundamentals with PayHero and Advanced Payroll with PayHero" 
Saturday, 31 July 2021 at 10:45am and 11:15am

Session 1: Payroll Fundamentals with PayHero

The FlexiTime team has been providing payroll software and supporting kiwi businesses for over 13 years. In this session, Pete and Grace will cover topics including paying employees otherwise working days, calculating final pays, what a ‘Review Period’ is, getting accurate leave reports and time tools that make payroll easier. This session aims to equip you with the fundamentals of paying employees right using FlexiTime’s flagship cloud payroll product PayHero.

Session 2: Advanced Payroll with PayHero

In this follow up session, Pete and Grace will cover topics including how work patterns affect leave calculations, how to automate extensions of sick and annual leave anniversaries and changing employees from Holiday-Pay-as-You-Go to permanent employment. This session aims to build upon foundational payroll knowledge to learn some extra for expert features in the PayHero payroll product.

Steven Mayo-SmithRobyn Pearce,

"Getting a Grip on Time for Over-worked Bookkeeping Professionals" 
Friday, 30 July 2021 at 1:15pm

Business people everywhere say they don't have enough time. You know the constant time challenges - life is fast-paced, everything seems to be rapidly changing, you’ve got ridiculous amounts of email to handle daily, interruptions are non-stop, the open-plan office might be driving you nuts and it's a constant struggle to balance work, family, and other interests.

If you’ve ever felt that there’s never enough hours in the day, that life is just too busy, and you wish you could get more time for the activities and people you love to be with, you’ll look forward to spending time with international time management specialist Robyn Pearce CSP.  Bring your questions for this interactive session.


Sian WingateSian Wingate, Tradie Terms

"How to help your clients perfect their payment terms to take care of their business and yours." 
Saturday, 31 July 2021 at 10:45am

During these pandemic times and constant challenges to productivity, cash flow can be at serious risk for your clients. They will turn to you, their trusted advisors, for ideas on how to help... without a hefty price tag.

This hands-on workshop is for you if you have service-based clients who deliver projects or services across several weeks or months and struggle to collect payment in frequently enough to keep them on the right side of struggle street.

Join Sian, a contract skills trainer and payment terms expert, in this 30-minute interactive session where you will be guided through her Perfect your Payment Terms™ workshop where you will discover 3 ways to boost cash-flow for FREE by:

  • Discovering why you should encourage clients to use deposits to secure bookings for service-based work
  • How to help your clients to plan to use instalments/progress payments to boost cash flow
  • Where to advise your clients to locate this key payment information

All with a handy take-away worksheet and guidance notes so you can implement back at the office.

Stephanie CrawfordStephanie Crawford

"Build to sell. Or not." 
Saturday, 31 July 2021 at 1:30pm

Stephanie Crawford is a NZ bookkeeper turned business coach and a passionate advocate for bookkeepers. She is a driving force behind many NZ bookkeepers’ business success, impacting the lives of many by growing incomes, capabilities and, ultimately, freedom. Stephanie was the owner of her own bookkeeping business for over 8 years, building her team before selling in 2015 in order to focus on building and growing her coaching business. Stephanie is a long-standing member of ICNZB and now teaches others how to grow their bookkeeping business with her From Bookkeeper to Business Owner coaching programme.

In this session, Stephanie will talk about how she grew her bookkeeping business into a saleable business and what it takes to go from bookkeeper to business owner.

Steven Mayo-SmithSteven Mayo-Smith, Independent Business Consultant

"Don’t Get Hacked! How to Protect Yourself" 
Saturday, 31 July 2021 at 1:30pm

While attacks on large organizations make the news, approximately 46% of all attacks are aimed at small businesses with a high success rate.

How can you trust that the email you get from a regular client is actually from them? It could be a disguised virus.

Is your business, like so many others, unprepared and particularly susceptible to hacks and breaches?

This session will help you to protect yourself and your business.

Steven is an independent business consultant, working with a range of business on their technology transformation and growth strategies.  Previously he led Digital and Health High Impact Programmes for New Zealand Trade and Enterprise and is well versed in the topic he is presenting for our delegates.

Tara McGowanTara McGowan, 5 Star Admin Ltd

"Adding a new revenue stream to your practice… The ‘peaks’ and ‘pits’ of App Advisory." 
Saturday, 31 July 2021 at 2:15am

Tara and her team have been offering app advisory to their clients since 2016 and have steadily grown this service to over 80% of their annual revenue. Now she is here to share the ‘peaks’ and ‘pits’ of App Advisory with our delegates.

In this session, Tara will cover topics including app evaluations, industry specialisation, common pitfalls and the key factors of DIY or delegation.

This session aims to inspire delegates to consider adding App Advisory as a new revenue stream in their own business.

Warwick RussellWarwick Russell, Smetric Insights

"Making It easy to drive business performance through data analytics and business intelligence." 
Saturday, 31 July 2021 at 11:45am

Founder and CEO of Smetric Insights, Warwick is a Business Intelligence expert with deep knowledge of what drives business performance from many years of experience as a CFO, CA and Business Consultant. He is an entrepreneur of 9 businesses, including 5 start-ups. He has deep industry experience in supply chain related industries and manufacturing. Analytics are nothing new. But the tools have changed and require both business expertise and data science. Smetric Insights focus is on supply chain related businesses who are on multiple systems. They focus on tracking the metrics that really matter, across the entire organisation –critical supply chain metrics and performance indicators, sales and marketing analytics etc. This enables businesses to get insights at a glance from their business data, making it easy to drive business performance.


Inland Revenue are excited to be exhibiting at Bookkeepcon21 for another year!

They received great feedback from those who registered as an "IR Registered Bookkeeper" at conference last year, so they’ve decided to make it an option again this year.

The opportunity for #Bookkeepcon21 delegates to register in person with IR representatives is invaluable and those who took advantage of the offer last year reported the simplicity of the process was appreciated.

If you are attending conference this year, below is the guide on what you need to pre-prepare to register in person at the event.  This information is also available in a downloadable flyer.

For those who do not currently have an authority to act template, ICNZB offers a free download of templates which follow the IR guidelines.  You can access these templates here >

Important: Please ensure that you have the below documentation available digitally e.g. on a USB, in your dropbox account, or available via email (we will have computers available so you can sign in to get this documentation, to be uploaded for registration).

Download flyer >

If you are applying for yourself as an individual to become a bookkeeper:

  • A completed and signed IR768 scanned and available digitally
  • The full names and IRD numbers of 10 of your clients
  • The authority to act template you use to register your clients (see our authority to act guidelines) available digitally

Note: If you do not have an active myIR account, please register and ensure you have access before the conference as this is where you apply to be a bookkeeper with IR.

If you are applying for a non-individual entity to become a bookkeeper (e.g. your bookkeeping business):

  • The names and positions of all key office holders as well as signed and completed IR768 for each key office holder and the entity itself available digitally
  • The full names and IRD numbers of 10 of your clients
  • The authority to act template you use to register your clients (see our authority to act guidelines) available digitally

Note: If you or your business do not have an active myIR account, please register and ensure you have access prior to the conference as this is where you apply. The person registering to be a bookkeeper needs to be the owner of the myIR account.

An IR representative will help you with the registration process and be available to answer your questions. They will assign your registration request to your local IR office who will review it and be in touch within 15 working days.

Additional notes for your ease of reference:

Key office holders are:

  • Closely held company – all shareholders
  • Partnership – all partners
  • Unincorporated body – each member of the body
  • Body Corporate – tax manager(s), chief executive officer, chief financial officer, and directors.

Myth busting

  • If I have debt/have had debt in the past will I be declined? If we can see that you have worked to resolve this e.g. an instalment arrangement, this shouldn’t impact your registration.
  • Will I be subject to AML if I register as a bookkeeper? AML requirements are based on the transactions themselves and not whether you are registered as an intermediary so this will not make a difference to AML requirements.