In this episode of Behind the Books, we’re joined by Mike Kelly and Ata McGregor, Co-Founders of 2Shakes.

This conversation dives into what good onboarding actually looks like in a bookkeeping business, why so many Bookkeepers struggle with it, and how better systems can save time, reduce stress, and improve the client experience from day one.

Mike and Ata share the story behind 2Shakes, how it started from a government project around “authority to act”, and how it evolved into one of the most recognised onboarding and AML platforms for Bookkeepers in New Zealand.

We also get into:

• Why onboarding is more than just paperwork
• Common mistakes Bookkeepers make when taking on clients
• The risks of poor engagement letters and missing authorities
• How AML naturally fits into onboarding
• Why systems matter even for small or part-time Bookkeepers
• Scaling a bookkeeping business beyond your local area
• The reality of building a software business together as partners

Plus… there are camping stories, chocolate debates, presenter voices, and one very important conversation about goat-herding Bookkeepers.

This episode is practical, honest, and full of real-world insight for Bookkeepers at every stage of business.

🎧 Listen now and start turning your data into better client outcomes.