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Enrollment for ClickUp for Bookkeepers 101 will reopen in 2021

Does this sound like you?

At the advice of your favorite bookkeeping systems mentor, you ditched Karbon and Jetpack Workflow for ClickUp. Now you're saving money, but overwhelmed by a system that's as confusing to you as QuickBooks is to your clients.

  • You're wasting hours on YouTube - and losing revenue - and client work is falling through the cracks. Your current system involves wading through post-it notes, to-do lists, and an overflowing inbox. 

  • You're asking questions in Facebook groups hoping for easy answers but leaving even more confused.

  • You've tried to get started in ClickUp but can't figure out if your clients should be spaces, folders, or maybe lists and wonder why it even matters.

  • You're losing sleep and waking up in a panic because you can't keep track of your client tasks. Your desire to scale is more like a pipe dream than an actual reality.


Expertly Designed Templates for Bookkeepers

Lead Management - Administrative Management -
Client Management


"I'm absolutely loving the course so far, your first template is phenomenal" - Amie Hein

Watch Intro Video

Click here to go behind the Scenes

See the course portal, lesson content, and Facebook group

What You'll Learn

  • Expert System Design

    Learn the exact same system that vetted ClickUp Consultants Meagan and Staci use when setting up their 1:1 booking clients' streamlined workspaces.

  • Customization and Simplicity

    Learn how to customize our tried and tested bookkeeping templates for your unique business operations by following our expert advice to keep things simple, yet effective.

  • Navigation and Confidence

    Learn how to confidently navigate ClickUp and use its unique features so that you can get quickly and easily get a handle on all client work.

Get on the VIP list now

Enrollment for ClickUp for Bookkeepers 101 will reopen in 2021

Course Curriculum

  • Chapter 1: Introduction to ClickUp for Bookkeepers

    -Setting up your account
    -Making the most out of the course

  • Chapter 2: Introduction to ClickUp

    -Thinking the ClickUp way
    -Navigating your workspace and personal settings
    -Navigating the icon sidebar
    -Navigating the vertical and horizontal hierarchies

  • Chapter 3: Workflows that Wow

    -Understanding the 5 Ws of workflows
    -Identifying your workflow type
    -Mastering your business and client workflows

  • Chapter 4: Task Management

    -Creating and managing admin tasks
    -Managing meetings and appointments
    -Using recurring tasks
    -Paying bills in ClickUp
    -Understanding custom fields

  • Chapter 5: Email Management

    -Managing your email using ClickUp
    -Using the Chrome and Outlook extensions

  • Chapter 6: Lead Management

    -Managing client leads
    -Using Custom Fields like a boss

  • Chapter 7: Client Management

    -Managing your client workload and tasks in ClickUp
    -Using filters to make things manageable

  • Chapter 8: Working with Others in ClickUp

    -Customizing ClickUp for you and your team
    -Overcoming inbox overflow and the never-ending TO DO list
    -Ending Slack pings by communicating with your team in ClickUp
    **Plus, steal our best tips, tricks, and hacks!**

Testimonials


Frequently Asked Questions

  • I'm so busy right now and don't have time to do to the course. Will you offer it again?

    Yes, but this is the last time we're providing lifetime access to the course materials at this price. You can always enroll now and start the materials when you're ready.

  • I'm unsure about spending the money right now. There are so many uncertainties with COVID. Can I enroll later?

    We understand, and want you to make the best choice for you and your business. When weighing your options, keep in mind that this is a limited offer and special sale price that we may not offer again.

  • How long will I have access to this course?

    Enrollment provides you with lifetime access to the course.

  • How long will it take to set up my ClickUp?

    CUBK 101 is a self-study course that allows you to go at your own pace, so you can binge the lessons Netflix style or take a lesson here and there when your schedule permits. It's completely up to you!

  • What if I get stuck or have questions about the materials?

    Then we'll help you! You'll get immediate access to the private Facebook group when you enroll. There, you can ask questions and even find an accountability partner to keep you on track.

  • Is there a guarantee?

    Absolutely! We offer a 100% money-back guarantee. If you complete and implement all of the course chapter and are not fully satisfied, we'll refund 100% of your money.

Your Alternatives

OPTION 1 >> FLY SOLO

Piece together a bunch of workflow tutorials and general info you learn while watching YouTube videos and reading Facebook posts.

You’re smart and tech-savvy, and you’ll figure out ClickUp...eventually. But, let’s be real...How well has piecing together conflicting advice and bright-shiny-object strategies worked so far? 

Fun fact: Our clients spend an average of 3.5 months (or more!) trying to figure out their ClickUp workspace before working with us.



OPTION 2 >> WAIT

Tell yourself that you’re too busy or don’t have the time. Real talk: If you’re too busy to build good systems now, you’ll always be too busy. 

Getting organized in ClickUp means that you’ll: 

  • have more time, 
  • see where team members are falling short, 
  • ensure nothing is forgotten, and 
  • improve client experience (hello referrals!).


But, nothing will actually change unless you make time to do it. #toughlove 

Get on the VIP list now

Enrollment for ClickUp for Bookkeepers 101 will reopen in 2021

Meet Your Instructors

Vetted ClickUp Consultants

Staci Hauschild

Staci is a vetted ClickUp consultant and trainer who specializes in helping bookkeepers optimize their business operations in ClickUp. To ClickUp for Bookkeepers, she brings 10+ years of education and training experience, having developed curricula for both the Peace Corps and the United States Department of State. When Staci's not online, she enjoys a low-key lifestyle in Oaxaca, Mexico, where you'll find her gardening with her cats, drinking coffee, and eating too many street tacos.

Meagan Beltekoglu

Meagan is proud to be an approved consultant on ClickUp’s list of vetted service providers. Her background is in research and education and she specializes in helping bookkeepers get organized in ClickUp. She's a New Jersey-born obsessive researcher, a former teacher, an avid reader, a hoarder of information, a coffee lover (but in small quantities), and homeschooling mother of three living in Pennsylvania.