EP 265 Oct 5, 2021 9:00:00 AM

EP265: Teresa Slack - Onboarding New Clients The Right Way

with Teresa Slack

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About Teresa Slack

Teresa offers her clients the benefit of 35 years of experience in accounting. She is not only knowledgeable in bookkeeping, but in accounting and system set up, business management, sales and marketing, customer service, staff training, policy and procedure, staff leadership and mentor-ship. Teresa has a passion for Shopify and Amazon Accounting and loves to help business owners and the accounting professionals that love them solve their Shopify and Amazon Accounting headaches. E-Commerce Bookkeeping is complex, Teresa teaches how to make it easier! With such a well-rounded business skill set, Teresa can help clients with more than just their bookkeeping but can consult on their business operation as a whole. Awards and Accolades: Professional Leader of the Year 2020 Firm of the Year 2020 Top 100 ProAdvisors North America 2019, 2020, 2021 Top 50 Women in Accounting worldwide 2019 Member of the Intuit Trainer Writer Network Trainer for Mark Wickersham International Accredited member of The Certified Professional Bookkeepers of Canada

30-second brief
What if your client onboarding started before the contract was even signed? Teresa Slack, co-founder of Finance-ly and longtime Pure Bookkeeping licensee, returns to share how she's rebuilt her onboarding from the ground up — and why winging it is costing you clients. You'll hear how to set expectations that stick, why a paid diagnostic review changes everything, and the one phrase from Mark Wickersham that will reshape how you quote. If you've ever lost a client in the first 90 days, this episode gives you the system to make sure it doesn't happen again. Listen now.

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Show notes

How can I make things more valuable and useful for my clients?

A central question for all bookkeeping business owners alike.

Teresa Slack is the co-founder of Financly, a Pure Bookkeeping licensee & valued member of the Pure Bookkeeping community. 

She joins us this week to talk about client onboarding, an often overlooked process that when structured correctly can be a powerful tool to build strong relationships with your clients and grow trust early. 

During this interview, you'll learn...

  • The importance of onboarding processes
  • Critical areas to consider when onboarding new clients
  • How to use pre-onboarding to maximize client trust 

Connect with Teresa on LinkedIn.

Learn more about Financly by visiting their website.

A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!!

Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce.

To save your free spot, CLICK HERE

Time Stamps

03:23 - Updates on Teresa’s business, Financly

11:42 - The importance of client onboarding and what you can do to improve your clients’ experience

21:02 - Documenting your processes to help you improve them

23:25 - How long should it should take to onboard clients

24:25 - Pre-onboarding clients & three things you should consider

This episode was voted as one of the Top 10 Recommended Interviews to Inspire You to Build Systems into your Bookkeeping Business

Full transcript