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.

This conversation goes far beyond bookkeeping systems and strategy. Sharon shares her deeply personal journey from corporate life and business coaching into building and scaling a bookkeeping business during one of the most challenging periods of her life.

We talk about confidence, mindset, financial independence, and why so many Bookkeepers accidentally build businesses that consume them instead of support them. Sharon opens up about the realities of burnout, overwhelm, self-belief, and the mindset shifts needed to create a business intentionally - not just survive week to week.

This episode covers:

• Sharon’s unexpected journey into the bookkeeping industry
• Building a bookkeeping business while navigating major life change
• Why many Bookkeepers underestimate their value
• The connection between mindset, confidence, and business growth
• How to move beyond survival mode and create a sustainable business
• The importance of boundaries, systems, and support
• Why positive thinking and visualisation matter in business
• The future of bookkeeping and the rise of advisory conversations
• Practical ways Bookkeepers can create more freedom and financial independence

This is an honest, uplifting, and empowering conversation for any Bookkeeper wanting to build a business that feels lighter, more intentional, and more aligned with the life they actually want.

With a background in credit control and debt prevention, Mel shares what’s really happening behind the scenes for small businesses right now. From rising costs and delayed payments to the ripple effects across industries, we explore how cashflow pressure is showing up - and what can actually be done about it.

We also dive into why debt collection isn’t the “magic fix” many people think it is, where outdated payment habits like the 20th of the month came from, and how small changes in communication and systems can make a big difference.

This episode covers:

• Why debt collection isn’t always the solution people expect
• The real impact of cashflow pressure across businesses and industries
• Where common payment habits come from - and why they no longer work
• Practical ways to improve cashflow, including deposits and faster invoicing
• The role Bookkeepers play in supporting clients through financial stress
• How better conversations and clearer expectations can reduce risk

If you’re a Bookkeeper supporting clients through tough times, or a business owner feeling the pressure yourself, this is a must-listen.

With over 20 years in the industry, Leaine shares how she “fell into” bookkeeping, the reality of building a business from scratch, and why confidence often matters more than technical knowledge. From shoebox receipts to cloud software, we explore how the profession has evolved - and what hasn’t changed.

We also dive into the gaps she saw in traditional learning, which led to the creation of Smart Books, and why practical, real-world education is what Bookkeepers actually need to succeed.

This episode covers:

• How Leaine built her bookkeeping business and transitioned into education
• The importance of confidence, community, and continuous learning
• Why Bookkeepers are often undervalued - and how to change that
• Real client stories (including one unforgettable “work undies” receipt)
• Practical advice for Bookkeepers at every stage

If you’re a Bookkeeper looking to grow, or a business owner wanting to understand the real value behind the role, this is a must-listen.

#BookkeeperConfidence #PracticalTraining #BusinessGrowth #ClientRelationships

In this intro episode, Kenn and Sandi turn the mic on themselves. While neither of them are Bookkeepers, they work closely alongside the profession through NZQBA – supporting, connecting, and championing the people behind the numbers.

They share why they started the podcast, what they’ve seen behind the scenes of the bookkeeping industry, and why community matters more than ever. You’ll also get a glimpse into their working dynamic, what drives them, and the kind of conversations you can expect in future episodes.

This podcast is about real people, real stories, and the reality of running and supporting small businesses – without the jargon.

In this episode:

• Why Behind the Books exists
• What Kenn and Sandi see from working alongside Bookkeepers
• The role of community in a profession that can feel isolating
• A behind-the-scenes look at how they work (and keep things fun)

Whether you’re a Bookkeeper, business owner, or just curious about the people behind the work – this is your starting point.