✨ Welcome to Bookkeeper’s Resources — with Robyn & Joanne! ✨
We’re two experienced Australian bookkeepers who are obsessed with systems, efficiency, and making ClickUp work beautifully for bookkeeping businesses.
Here on our channel, you'll find:
📌 ClickUp walkthroughs for bookkeepers
🧠 Second Brain setups to manage resources & knowledge
📁 Templates, dashboards & SOP ideas
🎓 Practical how-to videos to improve your workflow
We each use ClickUp a little differently — and that’s the magic. You’ll get to see multiple ways to build smart, streamlined systems so you can find what works for you.
➡️ Whether you’re just starting with ClickUp or ready to take your bookkeeping practice to the next level — you’re in the right place.
👩🏻💻 Work with Joanne to build out your Client Hub here:
forms.clickup.com/309589/f/9ean-84496/33LO5C3GTRNV…
👩🏻💻 Work with Robyn to build out your Business Operations Hub here:
forms.clickup.com/6959186/f/6mc2j-21896/T2JDCWCO34…
Bookkeeper Resources
✨ ClickUp Update for Bookkeepers ✨
For those of you who use ClickUp in your bookkeeping practice, there’s a handy new update worth knowing about. You can now use an automation to rename tasks.
That means if you like to have the client’s name (or their initials) at the start of each task title, ClickUp can do this for you automatically. With some extra setup, you can even include the month or quarter in the task name.
It’s definitely an advanced feature, so you’ll need a bit of experience with automations to get it working just right, but once it’s set up it runs beautifully. We’ve been trialling it and it’s saving a lot of manual editing time.
Video coming soon!
5 months ago | [YT] | 2
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Bookkeeper Resources
🚨 Calling all bookkeepers! 🚨
Your Second Brain is ready to be built — and I can help you do it.
I’ve created a comprehensive Business Resource Hub in ClickUp that brings structure, clarity, and calm to the back end of your practice. Whether you’re already using ClickUp or just starting out, I’ll walk you through it step-by-step.
You don't need to be using Clickup as your task manager to do this!!
Here’s what we’ll set up together:
✅ A ready-to-go QMS Dashboard; linking everything below to one place
✅ Your Business Operations Manual (fully customisable)
✅ A streamlined SOP Template System
✅ Template organisation that actually works for bookkeepers
✅ Your Second Brain (or resource list)
This is the system I use to run my own practice — and now I’m making it available to others. If you’d like to purchase the template and work with me to tailor it to your business, get in touch via this link:
👉 tinyurl.com/4p8nbpst
Let’s build you a system that feels like a breath of fresh air — one that saves time, reduces stress, and gives you total control behind the scenes.
6 months ago | [YT] | 1
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Bookkeeper Resources
🚨 Calling all bookkeepers! 🚨
Joanne has designed a Client Management Hub in ClickUp — and it’s available now!
This smart, streamlined setup is designed to complement whatever workflow tool you’re already using, whether that’s ClickUp, Xbert, Karbon, Pixie, or Financial Cents.
It gives you a clean space to track:
✅ Client communication
✅ Asset details
✅ Employee info
…and all the behind-the-scenes admin that keeps your practice running smoothly.
✨ If you’d like to purchase the template and get Joanne’s help tailoring it to your business, reach out via this form:
forms.clickup.com/309589/f/9ean-84496/33LO5C3GTRNV…
Let this be the piece that brings everything together. Calm, control, and clarity — right where you need it.
6 months ago | [YT] | 0
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