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ClickUp Trainings for Bookkeepers

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New to ClickUp?


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

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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.

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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.

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1:1 ClickUp Support

DIY not for you? Get customized consulting, setup, or optimization with quick results. 


Don’t wait for next tax season.

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.