ClickUp My Client Work for Bookkeepers

🚫 Access Restricted

Oops! You don’t have access to this content yet.

🔹 Already purchased? Log in to access your content.
🔹 New here? Purchase now to unlock instant access.

Manage your client work better using ClickUp

Getting Started

Grab the Client Management Template and Customize It

Import the Template

Below, you’ll find a bookkeeper-approved client management space template that includes one folder a...

🔒

Understanding Template Features

For bookkeeping work, I generally recommend one folder per client because it’s the most efficient wa...

🔒

Customization Options

Now that you have a robust, yet easy-to-use client management template, you’re probably eager to add...

🔒

Adding Client Tasks to Your Template

Now it’s time to get all of your client tasks out of your head and into your template. Below you’ll ...

🔒

Adding in Additionial Info

“Code and reconcile” means different things for different people, and it’s important that your team ...

🔒

Adding Additional Fields for Customization

Before you start having fun with Custom Fields, it’s important to understand the basics. Custom Fiel...

🔒

Where to Add Custom Fields

In this lesson, I’m going to start off by reviewing the custom fields you already have in your templ...

🔒

Showing the Fields You Want to See

In this lesson, you’ll learn how you can use the same custom fields differently inside your tasks an...

🔒

Customize Your Work

Sharing Your Client Folders With Your Team

Managing Your Client Work

Working With Clients in ClickUp - Or Not

Additional Resources

One Time

$147.00

Course Content

Getting Started

Grab the Client Management Template and Customize It

Import the Template

Understanding Template Features

Customization Options

Adding Client Tasks to Your Template

Adding in Additionial Info

Adding Additional Fields for Customization

Where to Add Custom Fields

Showing the Fields You Want to See

Customize Your Work

Viewing Your Work in Different Ways

Using Views Throughout Your Workspace

Maximize Your Views

Creating a Personalized Template

Editing & Updating Your Client Template

Adding a New Client in ClickUp

Sharing Your Client Folders With Your Team

Managing Your Client Work

Working With Clients in ClickUp - Or Not

Additional Resources

Meagan Beltekoglu

Meagan Beltekoglu is one of the first Verified ClickUp Consultants. With over 6 years of experience, she's helped over 1000 businesses learn to work more efficiently with ClickUp. She also helps businesses with automations, AI, tech, and systems.

ClickUp My Client Work for Bookkeepers

🚫 Access Restricted

Getting Started

Welcome

About Meagan / New Leaf Digital

Get Support

Grab the Client Management Template and Customize It

Import the Template

Understanding Template Features

Customization Options

Adding Client Tasks to Your Template

Adding in Additionial Info

Adding Additional Fields for Customization

Where to Add Custom Fields

Showing the Fields You Want to See

Customize Your Work

Viewing Your Work in Different Ways

Using Views Throughout Your Workspace

Maximize Your Views

Creating a Personalized Template

Editing & Updating Your Client Template

Adding a New Client in ClickUp

Sharing Your Client Folders With Your Team

Sharing Tasks in ClickUp with Your Team

Sharing ClickUp Tasks With Your Team

Managing Your Client Work

View Exactly What You Want To See

View Your Work in Your Home/My Tasks

Manage Your Team’s Work

Working With Clients in ClickUp - Or Not

Should You or Shouldn’t You

Working With Clients in ClickUp

Alternative Options

Additional Resources

Share Your Feedback for a Chance to Win

Freebies

That’s a Wrap

🔐 Login

Forgot Password?

Welcome

About Meagan / New Leaf Digital

Get Support

Import the Template

Understanding Template Features

Customization Options

Adding Client Tasks to Your Template

Adding in Additionial Info

Adding Additional Fields for Customization

Where to Add Custom Fields

Showing the Fields You Want to See

Viewing Your Work in Different Ways

Using Views Throughout Your Workspace

Maximize Your Views

Creating a Personalized Template

Editing & Updating Your Client Template

Adding a New Client in ClickUp

Sharing Tasks in ClickUp with Your Team

Sharing ClickUp Tasks With Your Team

View Exactly What You Want To See

View Your Work in Your Home/My Tasks

Manage Your Team’s Work

Should You or Shouldn’t You

Working With Clients in ClickUp

Alternative Options

Share Your Feedback for a Chance to Win

Freebies

That’s a Wrap

Update quantity

Update Price Plan

Access Content

Get 50% off the ClickUp Operations Template Bundle

Access Content