In this 4 part series you will learn everything you need to know to get started and way beyond in using ClickUp for your accounting or bookkeeping practice.
A Course in ClickUp will prove to have it's benefits for other businesses as well!
This is NOT theory. It will be the practical application of the steps you need to get extreme clarity on how to set up and use ClickUp to manage everything you have to do.
The first goal of what you hope to accomplish with a product like ClickUp is singular, and simple.
YOUR COURSE OUTLINE:
- Lesson 1 - Setup And Structure For An Accounting or Bookkeeping Service
- Lesson 2 - Managing Your Engagement in ClickUp™
- Lesson 3 - Documents, CRM, and The Customer List
- Lesson 4 - Automation and Shortcuts