EP 190 Apr 28, 2020 9:00:00 AM

EP190: Teresa Slack - What You Need To Know About Pure Bookkeeping

with Teresa Slack

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30-second brief
Imagine onboarding three new team members in the middle of a global crisis — and pulling it off without losing your mind. That's exactly what Teresa Slack of Finance-Ali did, and on this week's episode of The Successful Bookkeeper, she tells Michael Palmer how. Teresa shares why documented systems became her lifeline when client demand exploded, how she's running biweekly client touchpoints without burning out her team, and the one thing she wishes she'd had on day one of her bookkeeping business. If you're stretched thin trying to support clients right now, listen before your next workday starts.

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Show notes

Keeping healthy and safe is the number one priority right now.

But according to our guest, Teresa Slack, who is the co-founder of Financly, it’s also essential to keep businesses running if you can.

Her virtual bookkeeping company is doing that by assisting many small business owners during this unique moment in human history.

Teresa is an expert in e-commerce bookkeeping and has been grateful for using the Pure Bookkeeping System that has helped over 800 bookkeeping business owners streamline and automate their businesses.

During this interview, you'll discover...

  • How the Pure Bookkeeping System can help you expand your bookkeeping business
  • The advantage of Zoom meetings and the Friday Success call with Michael
  • The importance of maintaining normalcy for your clients

To learn more about Financly, visit here

For the Financly LinkedIn page, visit this link.

To learn more about the Pure Bookkeeping System, check out Pure Bookkeeping's official website.

Full transcript

EP190: Teresa Slack - What You Need To Know About Pure Bookkeeping
EP 190