A course for accountants, bookkeepers & tax pros
Build a ClickUp system that runs your accounting firm without you at the center of it.
For accountants, bookkeepers, and tax professionals who are tired of being the bottleneck during tax season, recurring client work, and everything in between...
One-time payment. Immediate access.
the problem
Right now, your firm probably runs like this.
You're constantly reminding your team what's due.
You're reprioritizing their work throughout the day.
You're repeating the same deadline more than once.
Work only moves when you're personally tracking it.
Your team waits to be told what's next.
ClickUp isn't the problem. The system underneath it is.
Limited-Time Offer : Course + 4 Live Coaching Calls
You’ve tried “setting up ClickUp,” but it still feels like chaos in a new container.
Our ClickUp Digital Course shows you exactly how to build a system that runs your firm — not the other way around.
ClickUp Implementation Course — Regular Price: $997
4 Live Coaching Calls (Starting November 7th) — Regular Value: $797
Total Regular Value: $1,794
✅ Your Price Today: $497
💰 You Save: $1,297
Coaching starts November 7th — secure your spot now and finally build a system that runs your business (not your brain).
Enrollment closes Wednesday October 22nd at Midnight CDT!
day in the life
What changes when the system does the
remembering.
Without a system
A team member asks what they should work on.
You're checking multiple places to see what's due.
You're chasing updates instead of seeing them.
You're trying to remember what's stuck and what's overdue.
Returns sit — no one clearly owns what happens next.
With a system
Your team knows what to work on without asking.
Work is already prioritized before the day starts.
You can see what's in progress, stuck, or complete — instantly.
Returns move step-by-step through a defined workflow.
Recurring client work runs on repeatable structure.
You've spent more time managing work than doing it and you're still not confident everything is moving.
Work moves forward without you managing every step. You're no longer the system you're running one.
a different starting point
"If I just set up ClickUp better, everything will work."
That's the assumption most firm owners start with. It's also where most ClickUp setups quietly fail.
Accounting firms don't operate like generic businesses. The work carries its own shape, one a
generic setup was never built to hold.
Recurring deadlines
Multi-step deliverables
Seasonal pressure
Team dependencies
You don't need a better tool. You need a system designed for how your firm actually works.
the approach
A ClickUp system built specifically for
accounting firms.
Inside this course, you'll build a system that tracks tax returns and client work through every stage, shows your team exactly what to work on next, creates full visibility across your firm, and removes you as the middleman.
This isn't a ClickUp tutorial. This is your firm's
operating sytem.
what this looks like in practice
Two firms, two different problems, the same
missing piece.
Tax Season Chaos → Controlled Workflow
Returns weren't moving, and no one could say why.
There was no clear system showing what was ready, what was stuck, or who was responsible. Everything relied on people asking.
You're chasing updates instead of seeing them.
You're trying to remember what's stuck and what's overdue.
Returns sit — no one clearly owns what happens next.
The next tax season ran through a workflow, not chaos.
Overworked Owner → Clarity & Leverage
She knew she was overworked. She didn't know why.
When her work was mapped inside ClickUp, the pattern became visible: she wasn't overloaded with high-level work. She was buried in admin.
Your team knows what to work on without asking.
Work is already prioritized before the day starts.
Recurring client work runs on repeatable structure.
The problem was never capacity. It was visibility.
This is what happens when you can finally see your operations
clearly bottlenecks become obvious, and teams start operating
without waiting for direction.
inside the course
What you get.
System Builder Framework
Workflow Architecture
Templates & Assets
Team Execution Model
A step-by-step approach to designing your firm's system not a list of ClickUp features to memorize.
Structure built specifically around accounting workflows: returns, engagements, and recurring client cycles.
Plug-and-play structures you can adapt to your firm rather than build from a blank screen.
The part most setups skip how your team actually adopts and uses the system day to day.
From Firms Who've Built It
What changes once the system is real.
"We thought we had a solid task management system, but over time it became overwhelming and hard to maintain. After finding Leslie’s approach and joining NexPath coaching, everything changed. We built a system that works across our entire business, from client work to internal operations."
Merry Stewart
QuickWin Bookkeeping
"After years of juggling spreadsheets and calendars, switching to a task management system felt overwhelming at first. Now our team has full visibility, stays organized, and operates more efficiently. Their support and understanding of the accounting industry have made a significant impact on our success."
Michelle Ehlers
Ehlers CPA
"Working with Leslie, Lynn, and their team has been life-changing. They helped me implement ClickUp and organize my business so everything runs smoothly. I now manage my day efficiently and highly recommend them to anyone looking to grow their accounting business."
Kerry Postel
Abacus Bookkeeping
fit
Who this is built for.
THIS IS FOR YOU IF
You run an accounting, bookkeeping, or tax firm.
Work isn't moving clearly through your team.
You're repeating the same deadline more than once.
Work only moves when you're personally tracking it.
THIS IS NOT FOR YOU IF
You're looking for a quick fix.
You're not planning to implement what you build.
You want a generic ClickUp tutorial.
the offer
Everything you need to build a system your firm
runs on.
Full ClickUp System Builder Course
Templates and Built Assets
Midway Coaching Support Call
$997
Build it once. Use it forever.
This only works if you implement it. If you do the work, you'll have a
system your firm can actually reply on.
Build a ClickUp system that runs your accounting firm without you at the center of it.
For accountants, bookkeepers, and tax professionals who are tired of being the bottleneck during tax season, recurring client work, and everything in between...
questions
Before you start.
Do I need ClickUp experience?
No. This walks you through building it correctly from the start, even if you've never
opened ClickUp before.
How long does it take?
Most firms start seeing real clarity within weeks the pace is set by your
implementation, not a fixed schedule.
Will my team actually use it?
If it's built correctly, yes. The course includes team execution model specifically
so adoption doesn't stall after launch.
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