Notion Bookkeeping Biz Organizer

NOTE: This template is for Bookkeeping Business Owners to organize the infrastructure of their business.

After several requests, I’ve created a template to help support other bookkeepers who are struggling to organize the infrastructure of their business. This purchase is for the framework of my current Notion set up with a training video on how I use Notion, how I organize Keeper, and Zapiers I have set up in the business.

If you use Keeper as a part of your tech stack, this template and video will be of use to you.

If you don’t have a good tool in place to organize the backend of your business, this template and video will be of use to you.

WHAT’S INCLUDED:

✓Almost 15 mins of a recorded walkthrough Watch Trailer Here

✓Recorded walkthrough of how to copy tasks from Notion into Keeper (for On/Offboarding checklists)

✓Review of Zapiers I have set up for Client Onboarding in my tech stack

✓ Email templates I use in my firm

✓ How I organize my meeting types and why

✓ How I organize my Google Drive Operations folder

✓ How I organize my Keeper Views to segregate my client work tasks

✓Full Client Onboarding checklist

✓Full Client Offboarding checklist

✓ Full Tech Stack I use in my firm with bonus Tech Library with future use cases.

✓Resource links for support in building out specific SOPs if you are starting from scratch

✓How I’ve structured Keeper for monthly bookkeeping and training library

✓Full Notion Framework already set up and ready to go, just remove sample data & enter your own.

IMPORTANT
Due to the instant nature of this transaction, I cannot offer refunds or exchanges.

This purchase is a digital INSTANT DOWNLOAD