EP265: Teresa Slack - Onboarding New Clients The Right Way

Michael Palmer: You know, when you own a business, it's, it's, it's constant growth. You never stop learning and you never stop learning the next new thing you need to do to make sure that your clients are getting everything they need. And let's face it, over the last year and a half, they've needed more. You're listening to The Successful Bookkeeper with your host, Michael Palmer. Listen each week as inspiring guests share their secrets secrets of success to help you increase your confidence, work smarter, and build a business you love. This episode of The Successful Bookkeeper is brought to you by purebookkeeping.com, the proven system to grow your bookkeeping business. Welcome back to The Successful Bookkeeper Podcast. I am your host, Michael Palmer, and today's show is going to be A fantastic one. Our returning guest is the co-founder of Finance.ly Bookkeeping Solutions with 30 years experience, and she is also a Pure Bookkeeping licensee and a valued member of the Pure Bookkeeping community. Teresa Slack, welcome back to the show. Hi, Michael. It's great to be here. It's great to have you. And you know, you've been, you've been on the show several times. And I know it's one of those episodes that people mention and they say, ah, Theresa, she always has so much, so many great things to say. And of course, inside our Pure Bookkeeping community, you're always giving, giving, giving, giving with your knowledge and your expertise and as well the success journey that you've been on in your bookkeeping business. Thank you, Michael. It's nice to hear that. I really, you know, considering the challenges that we went through in our business, I just feel if I can help some other bookkeeper not go through the challenges that we went through, then it's a good day for me. So I do really love to give back and share what I have learned in our journey to hopefully save some heartache and headache to our colleagues.

You know, it's refreshing. It's always refreshing. I mean, with what's going on in the world, sometimes watching the news, It's examples like this that always give me a little extra wind in the sail, knowing that someone's just genuinely authentically giving back to other people with no expectation of something in return. And even little stories like that have been popping up in the news, which is positive. But you're one of those people that if someone was broke down on the side of the highway, you're the one stopping. Giving them gas money and then