✨ Tried and Tested ✨
ClickUp Trainings for Bookkeepers
New to ClickUp?
GET STARTED THE RIGHT WAY ✨
Learn the 10 mistakes bookkeepers make in ClickUp
(plus expert advice on what to do instead)
From courses to 1:1 support, we have you covered
ClickUp Crash Course
Join over 350 other bookkeepers and get started in ClickUp quickly with a strong foundation so that you can build a custom workspace for your bookkeeping business and feel super confident about navigating the platform.
- Best choice for new users
- DIY option
- Foundational training to help you get started
From Chaos to Clarity: Managing Client Work with ClickUp
Bring order to the chaos of bookkeeping with ClickUp For Bookkeepers! Manage clients, team, and all details – all in one place.
- Systemize and streamline your processes
- Implement more advanced features like automations and forms
- Onboard your team to ClickUp with ease
1:1 ClickUp Support
DIY not for you? Get customized consulting, setup, or optimization with quick results.
- Customized support for your needs
- Over three years of experience working with financial professionals
- Over 350 financial pros served
About Meagan
In 2019, Meagan Beltekoglu, vetted ClickUp consultant and Certified Director of Operations, started New Leaf Digital to support women-owned businesses with systems and tech. That led to the introduction of a ClickUp course for bookkeepers. Since then, it’s been growing and growing…
The growth led to this shop. In addition to my wildly popular ClickUp Crash Course course, I also offer other courses and 1:1 services that serve bookkeepers from around the world.
Even though I’m a small business, I started out with the goal of giving back from the beginning. Right now, that means giving back directly to my community members, through things like no-interest payment plans and product giveaways.
I give a percentage of profits to causes I care about – like programs that support girls in tech and provide shelter and supplies for people who have been displaced due to natural disasters, and I hope to inspire others like yourself to do the same. I want to use my small business to inspire change in the world and I’m grateful to you for helping me do this.
Get 50% off the ClickUp Operations Template Bundle
Use code SUMMEROFOPS to get our popular template for 50% through June 26, 2024.