Start Strong: why onboarding changes everything with Mike Kelly & Ata McGregor
- E5
- 1:34:29
- June 10th 2026
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.
Behind the Books
Behind the Books is where real bookkeeping meets real life.
Hosted by Kenn + Sandi from NZQBA, this podcast goes beyond the numbers to talk about what it actually takes to run and grow a bookkeeping business in New Zealand. From tricky client conversations and pricing challenges to systems, boundaries, and everything in between — nothing is off the table.
We share honest insights, practical tips, and the kind of conversations Bookkeepers are already having behind the scenes.
If you’ve ever felt overwhelmed, underpaid, or unsure what the “right” way is — you’re not alone.
This is your space to learn, feel supported, and build a business that works for you.
NZQBA – Supporting Bookkeepers, Building Community.