ChatGPT training for West Coast advisory and service firms
Choose a recurring practice task and make its review standard explicit. Learn how ChatGPT can organise documents, inspect tables and prepare a useful first draft.
- Employees in professional services
- 1,164West Coast, February 2025
- Share of West Coast employees
- 7.8%16 of 16 regions
- Share across New Zealand
- 18.4%all regions, February 2025
- Location quotient
- 0.42×less concentrated than nationally
Professional services in West Coast
A practice owner needs to know which work can be delegated to a drafting tool and which judgement remains with the adviser. Our exercises make that boundary concrete. An invented client brief becomes a draft with missing evidence clearly marked, then the practitioner checks it against the actual scope of the fictional engagement.
TheColab runs workplace sessions in West Coast offices for owners, advisers and support staff. We examine the account's available Projects, analysis tools and connected apps before selecting tasks. ChatGPT can use ongoing project context and analyse uploaded files; a usable result still needs the firm's own review standard.4,6,7
Paid employees in professional services went from 1,188 in February 2020 to 1,164 in February 2025 (−2.0%).
Share of paid employees in professional services, by region
| Region | Chart | Share | NZ | × |
|---|---|---|---|---|
| Auckland | 24.1% | 18.4% | 1.3× | |
| Wellington | 21.9% | 18.4% | 1.2× | |
| Canterbury | 17.4% | 18.4% | 0.9× | |
| Nelson | 15.5% | 18.4% | 0.8× | |
| Bay of Plenty | 14.9% | 18.4% | 0.8× | |
| Hawke's Bay | 14.0% | 18.4% | 0.8× | |
| Waikato | 13.9% | 18.4% | 0.8× | |
| Otago | 13.6% | 18.4% | 0.7× | |
| Taranaki | 12.5% | 18.4% | 0.7× | |
| Tasman | 11.3% | 18.4% | 0.6× | |
| Gisborne | 11.0% | 18.4% | 0.6× | |
| Marlborough | 10.6% | 18.4% | 0.6× | |
| Manawatū-Whanganui | 9.9% | 18.4% | 0.5× | |
| Northland | 9.8% | 18.4% | 0.5× | |
| Southland | 8.8% | 18.4% | 0.5× | |
| West Coast (this page) | 7.8% | 18.4% | 0.4× |
Paid employees at business locations in the region, February 2025. The tick marks the national share. × is the regional share divided by the national share.
Source: Stats NZ, Business Demography Statistics, February 2020 and 2025.
What professional services covers in West Coast
| Division | Chart | Employees | Share | NZ | × |
|---|---|---|---|---|---|
| Media and telecoms | 172 | 1.2% | 1.3% | 0.9× | |
| Finance and insurance | 109 | 0.7% | 2.8% | 0.3× | |
| Property and rental | 106 | 0.7% | 1.5% | 0.5× | |
| Professional services | 413 | 2.8% | 8.3% | 0.3× | |
| Admin and support services | 364 | 2.4% | 4.6% | 0.5× |
ANZSIC06 divisions in this industry group: share of the region's paid employees, against New Zealand.
Source: Stats NZ, Business Demography Statistics, February 2020 and 2025.
Local context
- The regional Stats NZ aggregation records 413 employees in Professional, Scientific and Technical Services in February 2025. The site's wider professional-services grouping also includes finance, property, information media and administrative support, so that division count must not be presented as the total for the whole group.33
- TMNZ identifies Marshall and Heaphy as a Greymouth practice offering accounting, tax and audit services. That local service mix grounds a generic reporting exercise; it gives no evidence about the firm's AI use or participation in training.11
Organisations are named for local context only. No relationship with them is implied.
Towns in West Coast
Each town page has its own figures and local brief.
Where ChatGPT helps professional services teams
Structure a client briefing
Build a Project from an approved briefing outline and an invented engagement scope. Ask for an issues list, supporting evidence and questions for the adviser. Project instructions help keep the format consistent. The engagement lead checks that the output distinguishes client statements from conclusions the firm is prepared to support.4
- Practice principal
- Projects and instructions
Check a fictional reconciliation
Upload sample transactions with known unmatched items. Ask data analysis to show matching rules and provide a table of unresolved entries. ChatGPT supports code-backed calculations and charts. Inspect the method, trace exceptions to original rows and resolve them yourself before turning the result into an advisory narrative.6
- Accounting reviewer
- Data analysis with uploaded spreadsheets
Maintain reusable drafting instructions
In an approved Business or Enterprise workspace, test a skill holding the firm's neutral report style and exclusion rules. A skill keeps instructions, examples and supporting files together as one reusable workflow.5 Document the instructions separately so the workflow can be reviewed and updated when the firm's style changes.
- Operations manager
- Skills
Retrieve an approved reference file
With an authorised connected app, ask ChatGPT to find the current practice guide for the topic at hand. Supported apps can retrieve and summarise information, subject to the account and existing service permissions. Inspect the original file and check the client boundary before using a connected document in drafting.7
- Practice administrator
- Connected apps and approved connectors
Pilot a controlled advisory draft
- Select an invented client matter that resembles a common practice task.
- Write the scope, approved references and review criteria before opening the chat.
- Request a draft that separates evidence, assumptions and unanswered client questions.
- Have a practitioner challenge the draft and document the changes it requires.
- Agree which material can enter a later pilot and who can approve its use.
Courses
1Organisation
ChatGPT Business and Enterprise rollout
Set up a ChatGPT workspace properly: plan choice, admin settings, an AI use policy, shared skills and Projects, and support that keeps people using it.
2Advanced
Skills, plugins, workspace agents and connected apps
For power users and technical leads: skills, plugins, Projects, ChatGPT Work, connected apps, data analysis and workspace agents.
Professional services in other regions
- Auckland
- Canterbury
- Wellington
- Waikato
- Bay of Plenty
- Manawatū-Whanganui
- Otago
- Northland
- Hawke's Bay
- Taranaki
- Southland
- Tasman
- Nelson
- Gisborne
- Marlborough
Other industries in West Coast
- Farming and horticulture
- Manufacturing
- Construction and trades
- Retail
- Tourism and hospitality
- Transport and logistics
- Health
- Education
- Government
See ChatGPT for professional services, finance and property across New Zealand, or all training in West Coast.
Professional services in West Coast: questions
Can a sole practitioner use the same exercises?
Use a fictional matter and the report style you already apply. The useful habit is to define the evidence and check the draft. Account availability affects which reusable tools can be demonstrated, so confirm it before selecting the exercise.
What is the current position on ChatGPT agent?
The official agent documentation now states that agent mode has ended. We focus training on features the practice can actually access, then review any proposed multi-step workflow as a separate implementation decision.8
How can we evaluate the spreadsheet result?
Include known anomalies in the sample file and compare the output with those cases. Ask to inspect the calculation and matching assumptions. A convincing chart is insufficient if the underlying grouping or date interpretation is wrong.
Should advisers and support staff learn together?
A joint session exposes the complete review path. Support staff show how documents arrive, advisers define the professional checks, and the owner decides which recurring work has a clear enough boundary for a controlled rollout.
Train your professional services team in West Coast
- Send us a few linesHow many people, where you are, and the jobs that eat your week.
- We reply with a planA suggested session and format, plus what to bring: real quotes, emails and questions.
- Your team does the workAt your place or over video. They finish with ChatGPT doing real tasks, not demos.
- In person
- Remote
- Half-day workshop
- Full-day workshop
- Team rollout
Independent training by TheColab. Not affiliated with OpenAI.
Enquire
Tell us about your team in West Coast. We reply by email with a suggested course and format.
Sources
Written 6 October 2026. Employment figures come from Stats NZ Business Demography Statistics.
- 1. Marshall Heaphy, Tax Management New Zealand (accessed 2026-10-06)
- 2. Artificial Intelligence and the Information Privacy Principles, Office of the Privacy Commissioner (accessed 2026-10-06)
- 3. Geographic units by industry and statistical area, February 2025, Stats NZ (accessed 2026-10-06)
- 4. Projects in ChatGPT, OpenAI (accessed 2026-10-06)
- 5. Skills in ChatGPT, OpenAI Help Center (accessed 2026-10-06)
- 6. Data analysis with ChatGPT, OpenAI (accessed 2026-10-06)
- 7. Connected apps in ChatGPT, OpenAI (accessed 2026-10-06)
- 8. ChatGPT agent, OpenAI (accessed 2026-10-06)