Take Control of Your Bookkeeping Business
Say goodbye to scattered to-do lists and messy communication and learn how to seamlessly organize, prioritize, and track your tasks so that you can run a more efficient firm.
Hey, bookkeeper!
Staying on top of your client work and managing a bookkeeping team can feel like a never-ending hamster wheel of frustration. You’re stuck in a time-consuming cycle of trying to figure out the best way to use ClickUp and oversee your team, only for the process to fail and you have to start all over again.
You thought your trusty Excel sheet or bookkeeping-specific workflow management software would help you manage all the moving pieces.
Every bookkeeper (and their mother) depended on these tools, so you jumped on board too.
Excel is perfect for data management and financial analysis but:
- It lacks the functionality to share files, check the status of a task, and communicate with your team.
- Your team never knows what to do next without asking you.
- You can't tell if your subcontractor is struggling with a task that could end up overdue if you don't jump in to help.
- And Jetpack, Financial Cents, and Karbon? They're clunky, expensive, and lack the features your team needs.
Need I go on?
If you’d known bringing on team members was going to be such a stressful time suck and that these time-saving tools would cost so much, you would have just stuck to being a one-woman show and managed #allthethings yourself.
This is exactly where I was four years ago when I was using spreadsheets to manage my client work.
No matter how many videos I watched or DIY courses I bought, I couldn’t crack the code on successful task management in a way that allowed me to know exactly what was going on in my businesses without being the one to do it all.
Here’s what the top earning bookkeepers know:
Poor task management can literally cost you thousands of dollars in lost revenue and hundreds of hours of lost time.
As a busy bookkeeper, you must have a good ROI on both time and money.
Maybe you feel the same way?
It doesn’t help that there are so many features in ClickUp that it’s hard to stay on top of them all.
What’s worse is that the time you spend dealing with all of these issues is time you could have spent with clients and growing your business.
I get it.
My client Kate felt like this too. After trying so many “eh, it’s better than nothing” apps, while still relying heavily on her sticky notes and messy spreadsheet, Kate had given up on finding the perfect task management tool.
Until one day, she discovered ClickUp. It looked promising, and she watched a few videos on YouTube and started setting it up.
When she came to me for help, Kate’s ClickUp looked more like a long list of to-dos that no one wanted to do than the organized and streamlined task management system she envisioned.
I designed a system for Kate that she loved. That’s when I realized I had cracked the code on how to drastically shorten the learning curve and make ClickUp specific to bookkeepers.
CLIENT WIN
" MY VISION BECAME A REALITY"
“As a bookkeeper with a large workload, being organized and productive is essential to me. I had a vision for what my ClickUp workflow would look like and Meagan was able to make that into a reality.”
SARAH M.
IMAGINE WHEN
- ClickUp navigation is a breeze without having to binge-watch and piece together 100+ how-to videos.
- Your setup time is cut in half by using a proven bookkeeping-specific framework that was designed by a verified ClickUp consultant and used by more than 400 bookkeepers across the world.
- You finally sleep well, knowing that your delegated tasks are getting done (on time - every time).
- Recurring tasks recur like clockwork so you never miss a client task (or forget to send an invoice) again.
CLIENT WIN
" A MUST FOR ALL BOOKKEEPERS!"
“So many beneficial tips have been shared. I enjoyed the course and so will you.”
LISA C.
Hey, bookkeeper!
I’m Meagan, otherwise known as the “ClickUp Wizard”, “Process Whisperer”, or “Bookkeeper’s best friend”. Once the secret was out about how I was helping bookkeepers, more and more people started asking for help, and that’s when I decided to create a course that I could share with the public for a fraction of the price of my 1:1 consulting services.
And after helping 400+ bookkeeping clients, I know I’m on to something that works for bookkeepers just like you.
Let’s get started!
-Meagan
Introducing...
the ClickUp Crash Course
Learn and implement a proven four step process specifically for bookkeepers that will dramatically shortcut your path to getting started with your PERFECT ClickUp workspace.
CLIENT WIN
"GREAT VALUE"
“This course is a great value! In several hours I got a good overview of the program.”
KATYA K.
STOP WASTING TIME TRYING TO FIGURE OUT CLICKUP AND INSTEAD USE CLICKUP WITH EASE
Leave behind these mistakes:
- Wasting time figuring out how ClickUp works
- Crowd-sourcing your setup from other newbie users
- Coffee-stained sticky notes you never actually use
- Tasks falling through the cracks
- Miscommunication, unnecessary mistakes, and conversations happening all over the place
and say hello to the firm of your future: organized, efficient, and runs without you!
What's Inside the ClickUp Crash Course?
01.
ESSENTIALS FOR CREATING TASKS THAT GET DONE
Create tasks in ClickUp that are clear and easy for your team to follow each and every time so you can delegate more and get out of the day to day (and spend more time reading at the pool).
02.
CLICKUP NAVIGATION MADE EASY VIDEO SERIES
Stop clicking around aimless and become a ClickUp navigational wizard so you can easily get right to work on the tasks that need your attention now.
03.
CLICKUP HIERARCHY FOR BOOKKEEPERS MADE SIMPLE
Steal the exact hierarchy layout you need to build a bookkeeper-specific ClickUp workspace with this detailed organizational chart so that you can get started in ClickUp right away without spending hours trying out “tips” from other ClickUp newbies.
04.
CLICKUP TASK EXPERT TRAINING
Unlock the secrets to using ClickUp’s task view so you can keep your work organized and your deadlines met.
05.
DELEGATE LIKE A BOSS TRAINING
Learn the must-have skills that you need to delegate with confidence, step into the CEO role, and grow your business.
06.
CLEAR COMMUNICATIONS TRAINING
Learn the simplicity of ClickUp communications so you can leave the chaos of FB messenger, Slack, email, Teams, and Voxer behind.
Plus - implement what you've learned as you go with our specially designed course materials!
DID I MENTION THE BONUSES?!
BONUS #1
THE BLACK BOOK OF SECRETS TO CLICKUP SUCCESS
You’ll discover the best-kept ClickUp secrets that I’ve kept exclusively for my private clients until now!
BONUS #2
RECURRING TASKS THAT ROCK YOUR WORKFLOW TRAINING
Learn how to make all of your cyclical bookkeeping tasks recur like clockwork, so you can set ’em and forget ’em (until the next payroll deadline).
BONUS #3
MONITOR WORK WITHOUT MICROMANAGING
Keep track of your team’s (or your own) tasks and progress using ClickUp features that make it easy for you to be the most awesome boss ever!
CLIENT WIN
"A GREAT WAY TO GET STARTED!"
“This course actually gave me the courage/ incentive to roll out ClickUp to my team and not just use it for myself. Thank you.”
KELBEN H.
Frequently Asked Questions
I'm an accountant/CFO/tax preparer etc. Will this course work for me?
Yes! Any financial pro who provides client services will catapult their ClickUp understanding after enrolling in the ClickUp Crash Course.
How long will it take me to complete all the lessons?
If you’re like the other bookkeepers in my community, you have lots of clients and little time.
I created the ClickUp Crash Course especially for you – the busy bookkeeper – so you can master your task management in just a few hours.
I'm not using ClickUp yet. Will this course work for me?
Yes! The ClickUp Crash Course was designed for you – all of you…
-The DIY bookkeeper with analysis paralysis and ClickUp overwhelm
-The bookkeeper who’s not ready to abandon her beloved Asana or Jetpack Workflow until she’s confident ClickUp will work for her
-The bookkeeper who’s completely new to project management tools, but ready to graduate from her trusted Excel sheets and sticky notes in order to grow her business
I'm already using ClickUp. Will this course help me?
Are you 100% confident that you (and your team) are managing your tasks in the most efficient way possible?
If not, then yes, this course will help you ClickUp better.
If you’re looking for a more advanced course focusing on processes and client management, click here to join the waiting list.
Do I need a paid version of ClickUp in order to complete the lessons?
Nope – everything I teach inside of this course uses the free version of ClickUp but I do recommend you upgrade to the Unlimited Plan to make the most out of ClickUp’s features.
No additional investment is needed to complete this course.
Is everything available immediately?
Sure is! This course is 100% complete, and all the materials will be accessible to you immediately after payment. Plus, I regularly update the materials so that you have access to the most up-to-date information.
How is the ClickUp Crash Course different from other ClickUp courses?
ClickUp Crash Course is meant to be a shortcut series.
The video tutorials, the digital assets, the checklists…all of it is designed to help you with the hardest elements of ClickUp – getting started without frustration and overwhelm. Plus, complete tasks inside the course to go from zero to setup in no time.
The course fast tracks all your start-up efforts.
By the time you’re done, you’ll be amazed at how much more efficiently you (and your team) can get work done on time – every time.
What's your refund policy?
We are committed to ensuring your satisfaction. Therefore, we offer a no-questions-asked refund policy within 7 days of your initial purchase. Please click here to view the details.
When was this course last updated? Does this include ClickUp 3.0?
This course was completely updated in January 2024 for ClickUp 3.0.
CLICKUP CRASH COURSE
Essential for Creating Tasks that Get Done
ClickUp Navigation Made Easy Video Series
ClickUp Hierarchy Made Simple
ClickUp Task Expert Training
Delegate like a Boss Training
Clear Communications Training
Bonus #1 – The Black Book of Secrets to ClickUp Success
Bonus #2 – Recurring Tasks that Rock Your Workflow Training
Bonus #2 – Monitor Work Without Micromanaging
Investment = $50
Ready to turn your bookkeeping firm
into an organized machine?
Imagine if you didn’t have to worry about managing your day to day work anymore and instead had time to focus on the strategic and profitable direction of your business, or jetting off to vacations you’ve always dreamed of, just popping in to check your team’s completed tasks once a week or so.
Not taking action means you’re stuck using that clunky Excel sheet to manage #allthethings or begrudgingly using an outdated system (if you can call it that) that doesn’t meet your needs.
It’s time to
GET STARTED IN CLICKUP
Essential for Creating Tasks that Get Done
ClickUp Navigation Made Easy Video Series
ClickUp Hierarchy Made Simple
ClickUp Task Expert Training
Delegate like a Boss Training
Clear Communications Training
Bonus #1 – The Black Book of Secrets to ClickUp Success
Bonus #2 – Recurring Tasks that Rock Your Workflow Training
Bonus #3 – Monitor Work Without Micromanaging
Investment = $50
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