Ep#5 – Start Strong: why onboarding changes everything | Mike Kelly & Ata McGregor

What does good onboarding actually look like in a bookkeeping business? In this episode of Behind the Books, we sit down with Mike Kelly and Ata McGregor from 2Shakes to talk about onboarding, AML, authority to act, engagement letters, and why getting these systems right from the start can completely change the way a bookkeeping business operates. We cover: • Common onboarding mistakes • Why Bookkeepers need proper systems • How AML fits into onboarding • Scaling beyond your local area • The story behind 2Shakes • The realities of building a business together as partners And somehow… we also end up talking about camping, social media doom scrolling, Whittaker’s chocolate, and goat-herding Bookkeepers. If you’re a Bookkeeper wanting smoother systems, better client experiences, and fewer headaches later on, this one’s for you. 🎧 Listen now and start turning your data into better client outcomes. Learn more about 2Shakes: https://www.2shakes.co.nz/