EP265: Teresa Slack - Onboarding New Clients The Right Way

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 and 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