DFY ClickUp Buildout
Simplify your workflow with customized systems within ClickUp. Created by a bookkeeper for bookkeepers.
Are you a bookkeeper looking to simplify your monthly processes?
As I grew my bookkeeping firm, I started to feel overwhelmed and like nothing had a process or system and that it was all living in my brain.
When I first started my business, I used Trello to keep track of my clients monthly tasks and everything. It worked for a while... until it didn't.
That's where ClickUp comes in.
With ClickUp, I'm able to have a space for all the admin parts of the business (all our client info, SOPs, marketing, business ideas, time tracking, recurring tasks, etc) AND a space for each of my bookkeepers and the clients they support.
Everything is organized. Everything has a place.
And all our monthly tasks are set up in a way that makes sense for both my bookkeepers and me.
ClickUp Buildout to Streamline Your Bookkeeping Workflow
From CEO tasks, to marketing, to marketing, to monthly process and year end review, Clickup has made the process so smooth for everyone involved. ESPECIALLY if you have a team, like me, you need to use something more than a spreadsheet or a makeshift system.
You might have opened ClickUp to try it out, but quickly got overwhelmed.
If I’m honest, ClickUp has a bit of a learning curve, and I found that ClickUp experts I came across didn't really have things set up for what I needed to do as a bookkeeper.
So we created our own system inside ClickUp to do everything we needed and more.
We spent almost 1.5 years figuring out how we wanted things and now that we have it dialed in, I don’t want to gatekeep any of this from other bookkeeping firms as it’s literally changed my business.
Alicia, bookkeeper
"Immediately I felt a sense of relief as there was a structure in place. There are so many moving parts when owning and operating a business (especially without a team) and having a solid layout and structure to the project management system made such a huge difference. They took what I already had and built it out in a way that makes sense, has a flow, is more efficient and works for my brain (and is easy for others to pick up on too). I feel much more organized and focused with the new build out. It's clear what I need to get done and everything seem's to have a place. It's so nice having a system that I can house so many different things and can be customized to my business needs so I'm not having to use a ton of other softwares." 
WHAT’S IN IT FOR YOU
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CUSTOM WORKFLOWS
We set up your ClickUp workflows that fit your unique needs as a bookkeeping.
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TASK AUTOMATION
Automate routine tasks to focus on what matters most and take away the guesswork.
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TRAINING + SUPPORT
Get ongoing support to ensure you make the most of ClickUp.
Rachel, bookkeeper
"Thank you for all of your help! I know Felicia had to send a ton of Loom videos so I appreciate the guidance! I'm excited for this build to reduce a ton of stress and be my go to for all things running my business."
THE DETAILS
Investment: $1,500+
^ This ranges depending on the size of your business.
WHAT’S INCLUDED:
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We’ll schedule a time to meet together to walk through your priorities and goals with ClickUp, and briefly walk you through what we’ll be setting up for you.
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We will completely set up your ClickUp with systems and workflows meant specifically for bookkeepers!
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Within ClickUp, we’ll include Loom videos walking you through how to set up new employees/contractors, new clients, etc. so you know how to grow beyond our initial build out.
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An optional tool we can set up within ClickUp is time tracking for your team. We use ClickUp instead of another software like Toggle!
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Once your build-out is complete, we’ll meet again over Zoom to walk you through how to use your ClickUp moving forward!
Q&A
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It depends on the size of your business and how much we’ll have to build out for you, but our goal is a 2 week turnaround time from our Kick-off to Delivery call!
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Plan on an hour for the kick-off and delivery call, and then throughout the build-out you might spend some time chatting with us via email to make sure we’re on the same page if we run into any questions!
You may also want to spend some time familiarizing yourself with ClickUp if you haven’t used it before (see next question for more).
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We have found that there is a bit of a learning curve to ClickUp. And like with any tech or software, it’s not always perfect.
Especially if you’ve never used ClickUp before, we recommend you spend some time poking around or checking out their video library to get used to how ClickUp works!
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You can use it for as much or as little as you want. We personally use ClickUp for:
Tracking clients’ monthly bookkeeping tasks
Team time tracking
CEO + operational organization
Marketing + Metrics
Brenna, bookkeeper
"I'm excited! It's great to have a place to build out my SOPs and having my client tasks all organized in one place makes me feel so much more organized." 
LOOKING FOR OTHER WAYS TO WORK TOGETHER?
One-Hour Strategy Session
This is for you if you have a specific question (or questions) that you just need answered quickly to give you a bit of guidance to move forward. Whether it’s employees vs contractors, talking through a potential rebrand, getting support with systems & processes, etc. you can bring it to the call.
1:1 Mentorship
Feeling stuck and looking for more one-on-one support? Consider joining my 3-month Mentorship Program. Let me support you as you step into your role as CEO of your business! We cover things like hiring + managing teams, SOPs, marketing, pricing, niching down, and getting your time back.
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