✅ Get access to a neat and clean dashboard that you can share with your clients and work productively.
✅ Have a ready to use Project management system to help you organize, maintain, and grow your bookkeeping business.
✅ No longer feel limited by Trello’s features and can be as detailed as possible with your client processes.
✅ Are equipped with a simple system that can be used to hire your contractors, and place efficient SOPs.
✅ No longer have client information/documents scattered in Google Drive, Trello, your laptop, and other places.
✅ Have all your business info and processes in one spot which will help you scale efficiently.
That's exactly what you'll achieve when you invest in
Plus, the recording of the group training & recording where we review how to use it in a simple way!
You'll be able to access this whenever necessary!
If you're like... Lourdes, I'm not ready to invest until you tell me more....
We'll walk you through what Notion exactly is, and the template's features so that you can discover how powerful it is & how it can help your bookkeeping business grow!
I also went through what you may be going through now:
Struggling with organization as you grow, cannot hire because you don’t have an efficient system to house your SOPs, lack of easily sharing a clean & neat dashboard with my clients to house our documents & to-do’s, and feeling like Trello isn’t enough.
This can be your reality too:
You can have an attractive project management system to help you organize all of your business and client info in one hub, share an impressive client dashboard filled with the tasks that you need your clients to do, be equipped with a simple system that can be used for your contractors and place efficient SOP’s and instruction videos, and no longer have to scatter through Drive, Docs, Word, Emails to find client info.
✅ You’re struggling with organization as you grow, and want less information to be scattered everywhere.
✅ You’re doing contractor work, and your employer uses Google Drive, but you want something that’s yours.
✅ You’re a bookkeeper who has contractors but need to keep their bookkeepers caught up in a clean & organized manner and keep them happy!
✅ You want the ability to access your business information easily and search, recall client info through information instead of using email.
✅ You’re looking for a good workflow or system, calls created a space in notion and creates a flow to brainstorm and easily access.
✅ You want more 2 way communication between you and your clients and/or contractors.
✅ You need something with more capabilities but don’t know what, Trello isn’t enough!
Ready to use Notion for Bookkeepers Template.
This saves you a shit load of time because real talk, setting Notion up from scratch can be fucking complicated if you're not a tech person & tedious. Patrick & I did this for you, so that you don't have to and can focus on your clients.
Access to the 90 minute Recorded Group Training session by Patrick Farrell, who’s background is in Software Engineering, and me, a Latina Bookkeeper who’s been in your shoes, and also growing their bookkeeping business.
You'll watch the Zoom training with a room full of bookkeepers who are in different stages of their business, with one common goal: to grow efficiently with better systems.
Register to this event now to get access to the Notion Template for Bookkeepers, and the 90 Minute Recorded Training so that you can get yourself out of overwhelm and organized quickly.