SCALING YOU TO CEO GROUP COACHING PROGRAMS
The biggest challenge we all face is overcoming our FEARS! Fear of change, failing, not wanting to be challenged in our current thinking, and this is just to name a few. When this “fear” kicks in, that is when we want to retreat. We are telling you upfront we will not let you retreat!
The programs below are designed to lay out a guideline for any accountant, bookkeeper, or tax professional to implement the changes needed in their practice.
We will be guiding you based from our own experiences and knowledge we have gotten along our journey. We want to prevent you from making some of the same mistakes or unnecessary detours we took.
There is a lot of “noise” in this industry right now and we want to help eliminate some of that for you. Which is why we have built out the following programs.
ClickUp Group Coaching: (also included in our 1:1 Package)
We have all been there! You purchase what you think is the perfect solution to your task management problem BUT you still must set it up. This is where everything falls apart. The problem is knowing how to set it up and follow through with setting it up!
This is where we can help. We work with you to make it work best for you!
What are some things ClickUp will accomplish for you?
- Stop worrying about missing a deadline
- Know yours or your team's capacity
- Stop worrying about task being missed due to being overlooked or forgotten about
- You will have everything in one place - no more sticky notes, journals, whiteboards, etc.!
- Start your day knowing what you need to do and eliminate the time figuring things out
- And so much more!
We will work with you, alongside other professionals in your field, to brainstorm on how best to set up ClickUp per YOUR needs. You will learn how to set up and use all the functions ClickUp has to offer and so much more!
If you don't have time to set it up or just don't want to. Ask about our Do It For You services to get ClickUp up and running for you in order for you to get the most out of the ClickUp Group Coaching and get you started on making your work life more efficient and effective!
We are Verified ClickUp Ambassadors and we want to help ClickUp make your work life better!
Management Group Coaching (also included in our 1:1 Package)
Rather you have recently promoted an existing team member or made a new management hire, we help walk them through that new mindset shift and get them operating in manner that best serves them, you and your team!
We help them:
- Understand what their new responsibilities really are
- Work through the shift in mindset and emotions
- Understand what management really consists of
- Discover ways they can efficiently and effectively work with your team
- Much more
Fundamentals and Growth for Teams: (also included in our 1:1 Package)
You made the decision to become your own boss. You wanted to make the decisions and have the business you wanted and now you want and need your team to grow with you. Rather you have an existing team or a new team this group coaching call is for them! This call allows them:
- Their own space to ask the questions they may not want or feel comfortable asking you
- Space to learn from our team and how they work together
- Space to learn from other businesses team's
- Learn the importance and see it in action of a team culture
- Learn how they can level up and allow you to become the CEO of your business
Leadership (also included in our 1:1 Package)
Being the "boss" is not what it is all cracked up to be. For most of us, we never really factored in the "team building" aspect or "what happens if " aspect. You started a business to get out of the corporate world but nobody told you how hard that would really be. Running a business involves more than most of us anticipated when starting out. Figuring out all the "how to's", "should do's" and "have to do's" can be painful!
This program is right for you if:
- Currently have a team or looking to build one and want to sharpen your current leadership skills
- Want to collaborate with other owners to bounce scenarios and ideas off of that are in the same or similar position as you.
- Build upon your current culture
- Develop out your skills to move you from the "technician" to the CEO of your business
Task Management and Processes (also included in our 1:1 Package)
Building out a task management system and the processes needed to make sure your business is not solely or even partially dependent upon you is stressful and can be very overwhelming. If you are wanting to be apart of a group of individuals facing the same challenges and are ready to learn how we have been able to fully implement this in our business then this program is for you.
This program is also right for you if:
- You have or in need of a task management system and need help to build out or improve upon that system.
- You are struggling with or are just starting out on getting your processes built out for your business
Choose one Group Coaching or all!
Click on the button below and fill out the application to schedule a free call to learn more and see if these programs are right for you!
"Leslie's team has been critical to our successful implementation of ClickUp. If you don't know what ClickUp is, don't have it, etc., you need to talk to Leslie and her team! I couldn't manage my team let alone my day without ClickUp. It allows me to assign tasks, view my team's capacity, cover projects when a team member is out and gives me peace of mind that nothing is slipping through the cracks! They are the experts and you can lean in and really benefit from their experience to help you customize and set up ClickUp to work best for your firm and team!"
Heather Hudson, CPA
Advanced Certified QuickBooks ProAdvisor
HJ Hudson Consulting
04/21/2022
"Leslie and her team are absolutely amazing. They go above and beyond to ensure that you are getting the help you need and clarity for any questions you may have. They are very much engaged, they genuinely care about their clients and strive to see them grow!"
Stacey Carrier Hill
Shill Bookkeeping, LLC
11/17/2022