Using ClickUp to Manage the BackEnd of your Bookkeeping Business
Are you ready to kick off the start of our second series? We are switching gears and venturing down the road of all things tech for your business, and what better tool to start with than ClickUp? Joining us today to answer all of your ClickUp questions are co-founders of ClickUp for Bookkeepers, Meagan Beltekoglu and Staci Hauschild. If you’ve been struggling to streamline your processes or to get your team operating like a well oiled machine, then this is the episode to help you out. We cover so much information during our conversation, including how ClickUp works, how advanced it is to learn, what the setup process is like, how to know if you should switch platforms, ClickUp pros and cons, the most important things to know when choosing a project management tool, tips for staying productive, how other finance pros aside from bookkeepers can use ClickUp, and that’s just scratching the surface!
Meagan Beltekoglu and Staci Hauschild are the co-founders of ClickUp for Bookkeepers (CUBK), an online education and group training company for socially-responsible bookkeepers who believe that there’s more to business than just the bottom line. Together, they teach bookkeepers with a conscious how to run their business using ClickUp so they can stress less, delegate with confidence, and scale with impact. End goal? A successful bookkeeping business that gives back.
Download Meagan and Staci’s free guide: 10 Mistakes Bookkeepers Make in ClickUp
Visit www.ClickUpforBookkeepers.com
About Kemberli
Kemberli Stephenson is a business coach, accountant, and Amazon bestselling author. Each week, she interviews a guest from a carefully curated group of coaches, support professionals, and even other MoneyPro’s who are the best in their zone of genius and who want to share their favorite business tips, tools, and strategies with you.
If you’re tired of playing small and ready to consistently hit your income goals and go from novice to freelancer to CEO, then you’re in the right place. And remember, just because you’re doing this alone doesn’t mean you have to be lonely while you’re doing it.