How to Turn Your ClickUp Workspace into a Task Management Machine

Even if you are short on time, buried in client work, or are completely new to project management tools

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Hey, bookkeeper!

This letter is especially important for all the overworked, exhausted bookkeepers out there who are struggling with an incredibly difficult year.

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 lacks the functionality to share files, check the status of a task, and chat with your team.
  • Plus, your VA never knows what to do next without asking you and you can't tell if your sub-contractor is struggling with a task that could end up overdue if you don't jump in to help.
  • And Jetpack? It's clunky, outdated, and expensive.

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 three years ago when I was using Trello.

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.

Maybe you feel the same way?

Or maybe you’ve spent so much time setting up Pixie or Financial Cents that the thought of moving your entire business to ClickUp (even though it’s way cheaper) doesn’t seem worth the effort.

Or maybe you and your team are brand new to collaborative project management software, and you are totally convinced you’ll never be able to learn ClickUp because you’re not tech-savvy.

I get it.

After trying so many “eh, it’s better than nothing” apps, while still relying heavily on my sticky notes, I gave up on finding the perfect task management tool.

Until one day, I discovered ClickUp when I joined a bookkeeper’s team as her online business manager.

To say that Catherine was using ClickUp to manage her tasks would be a complete lie. It looked more like a long list of to-dos that no one wanted to do.

Because it was my job to manage Catherine’s business, I had to learn ClickUp. So I watched all the how-to videos, read all the blogs, and asked all the questions.

118 videos and countless hours of implementation later, I had a breakthrough.

ClickUp was cost-effective, time-effective, and could be the absolute best task management system for bookkeepers. And when I continued refining my methods, the ClickUp magic happened.

I cracked the code on how to drastically shorten the learning curve and make ClickUp specific to bookkeepers.

“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.

clickup_for_bookkepers

THERE IS A
BETTER WAY.

  • Imagine if you could navigate ClickUp as easily as you do QuickBooks without having to binge-watch and piece together 100+ how-to videos.
  • What if you could drastically cut your setup time in half by using a proven bookkeeping-specific framework that was designed by a vetted ClickUp consultant and used by more than 300 bookkeepers across the world?
  • Imagine sleeping better at night knowing that your delegated tasks are getting done (on time - every time).
  • What if you could make 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.

Bookkeepers inside Facebook groups started talking about me, more and more 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 300+ 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

A power-packed workshop series and digital asset bundle 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.

YOU'LL LEARN HOW TO

  • Navigate ClickUp easily and effortlessly every time you log in (so you can stop wasting time figuring out how ClickUp works and get to work using ClickUp)
  • Design a ClickUp hierarchy that works perfectly for bookkeepers (and stop crowd-sourcing your set up from other newbie users)
  • Create actionable tasks that actually get done (so you can forget about the coffee-stained sticky notes you never actually use)
  • Manage task workflows like a boss (so that deadlines get met and client tasks stop falling through the cracks)
  • Delegate with confidence (so that you can focus on the money-making tasks that only you can do)
  • Communicate clearly with your team (and put an end to miscommunication and unnecessary mistakes)
  • Avoid the most common ClickUp implementation mistakes (so you can stop wasting time on shiny objects and start focusing on building out a workspace that actually works for you, not against you)
  • Supercharge your workflows with recurring tasks (so you can stop re-inventing the client wheel every month)

What's Inside the ClickUp Crash Course?

01.

ESSENTIALS FOR CREATING TASKS THAT GET DONE

This info-packed guide will teach you how to create tasks in ClickUp that are clear and easy for your team to follow each and every time.

02.

CLICKUP NAVIGATION MADE EASY VIDEO SERIES

Become a ClickUp navigational wizard so that you can stop clicking around aimlessly and start clicking into the tasks that need your attention now.

03.

CLICKUP HIERARCHY FOR BOOKKEEPERS MADE SIMPLE - STEAL THE EXACT FRAMEWORK I TEACH MY 1:1 CLIENTS!

This detailed organizational chart will provide you with the exact hierarchy layout you need to build a bookkeeper-specific ClickUp workspace.

04.

CLICKUP TASK MASTER TRAINING: LEARN TO CREATE AND MANAGE TASKS LIKE A PRO!

This masterclass will unlock the secrets to using ClickUp’s task view so you can keep your work organized and your deadlines met.

05.

DELEGATING LIKE A BOSS TRAINING: LEARN TO CONFIDENTLY ASSIGN TASKS THAT GET DONE EVERY TIME

You’ll learn the must-have task management skills that you need to delegate with confidence, step into the CEO role, and grow your business.

06.

CLEAR COMMUNICATIONS TRAINING: SAY ADIOS TO MESSY EMAIL MISCOMMUNICATION AND HELLO TO STREAMLINED TASK COMMUNICATION

This training will teach you the simplicity of ClickUp communications so you can leave FB messenger, Slack, email, Teams, and Voxer behind.

I'm Ready To Make Task Management Easy!

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

Yes! Any financial pro who provides client services will catapult their ClickUp understanding after enrolling in the ClickUp Crash Course.

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. 

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

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. 

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.

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.

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.

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.

CLICKUP CRASH COURSE

Essentials for Creating Tasks that Get Done 

Delegating like a Boss Training 

ClickUp Navigation Made Easy 3-Part Video Series 

Clear Communications Training 

ClickUp Hierarchy for Bookkeepers Made Simple 

Bonus #1 – The Black Book of Secrets to ClickUp Success 

ClickUp Task Master Training 

Bonus #2 – Recurring Tasks that Rock Your Workflow Training 

Today's Price = $50

BUY NOW

Ready to turn your ClickUp

into a task-management machine?

Listen…

you’re an analytical gal who can crunch numbers with the best of them, so let’s talk ROI (yes, return on investment).

RIGHT NOW YOU’RE EITHER…

Wasting valuable time piecing together a bunch of workflow tutorials you learned while watching YouTube videos and crowd-sourcing your client setup from Facebook groups.

Binge-watching your way to task management success probably means that you picked up some great advice along the way, but have some gaping holes in your ClickUp workspace that you’re not sure how to fill.

This makes using ClickUp frustrating, almost guarantees you (and your team) will revert to your old ways, and makes your ROI a big, fat waste of time.

OR

Feeling completely overwhelmed and have a severe case of analysis paralysis that’s slowing you down big time. You don’t know where to start (pro tip: It’s not the home tab) and have a fear of messing things up when you do.

Not taking action means you’re stuck using that clunky Excel sheet to manage #allthethings or begrudgingly using an outdated project management system that doesn’t meet your needs. (Your ROI? zero)

Let me tell you something you already know…

Poor task management can literally cost you thousands of dollars in lost revenue and hundreds of hours of lost time.

As busy bookkeepers who value time and money, you need a good ROI on both.

 

Ready to turn things around by turning your workspace into a task management machine that skyrockets your business’s ROI?

It’s time to

GET STARTED IN CLICKUP

Essentials for Creating Tasks that Get Done 

Delegating like a Boss Training 

ClickUp Navigation Made Easy 3-Part Video Series 

Clear Communications Training

ClickUp Hierarchy for Bookkeepers Made Simple 

Bonus #1 – The Black Book of Secrets to ClickUp Success 

ClickUp Task Master Training 

Bonus #2 – Recurring Tasks that Rock Your Workflow Training 

Today's Price = $50

BUY NOW

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).

Essentials for Creating Tasks that Get Done

Delegating like a Boss Training 

ClickUp Navigation Made Easy 3-Part Video Series 

Clear Communications Training 

ClickUp Hierarchy for Bookkeepers Made Simple 

Bonus #1 – The Black Book of Secrets to ClickUp Success 

ClickUp Task Master Training 

Bonus #2 – Recurring Tasks that Rock Your Workflow Training

Today's Price = $50

BUY NOW

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