Work Less And Streamline Your Accounting Practice With 'The Bulletproof Notion Operating System'

Why Join the Workshop?

• Personalized Setup Assistance: I’ll personally help you set up your new operating system, ensuring it’s tailored to your specific needs.
• Weekly Group Calls: Participate in live group calls over the 8-week period where I’ll guide you through each step of the implementation process.
• Expert Guidance: Get direct access to my expertise to troubleshoot any issues and maximize the benefits of the system.
• Community Support: Join a vibrant community of like-minded accountants, all striving to reduce operational drag and boost efficiency.
• Fast-Track Results: Accelerate your learning and implementation process to start saving time and working less immediately.

Workshop Outline

• Week 1 - Intro, overview, and getting started
  • Overview of the workshop series
  • Setting expectations
  • Quick recap of the core features of Bulletproof Notion V2.0
• Week 2 - Manage projects
  • Client Onboarding
  • General Project Management
  • Using a Project to group related tasks
  • How to put all of the related information at your fingertips
• Week 3 - The Notion Building Blocks: become a power user
  • Forward Slash commands
  • Mastering databases, relations, and rollups
  • Advanced filtering and sorting techniques
  • Customizing views for better workflow
• Week 4 - Setting up recurring tasks
  • Recurring Tasks: Set up tasks that repeat daily, weekly, or monthly
  • Automating task assignments and reminders
    • Automations: Use Notion’s API or third-party tools like Zapier to automate task assignments and reminders
  • Integrating tasks with external tools (e.g., Google Calendar, Slack)
    • Integration: Sync tasks with Google Calendar or Slack for seamless notifications
• Week 5 - Keyboard shortcuts and productivity hacks
  • Keyboard Shortcuts: Discover the most useful keyboard shortcuts to speed up your workflow
  • Using templates to streamline workflow
    • Templates: Create and use templates for repetitive tasks to save time
  • Embedding third-party tools and content (e.g., Google Drive, Miro)
    • Embedding Tools: Learn how to embed Google Drive documents, Figma designs, or other tools within Notion for easy access
• Week 6 - Best practices for collaborating with team members
  • Collaboration: Tips for real-time collaboration with team members, including comments and mentions
  • Managing permissions and access control
    • Permissions: How to set up permissions to control who can view or edit your Notion pages
  • Sharing pages and databases with clients securely
    • Sharing: Best practices for sharing Notion pages or databases with clients, ensuring data privacy and security
• Week 7 - Personalizing dashboards and homepages
  • Dashboards: Personalize your dashboards with widgets, custom icons, and layouts that suit your workflow
  • Using widgets and custom icons
    • Homepages: Create a central hub for all your important links, tasks, and notes
  • Creating a workspace that aligns with your workflow
    • Workspace Alignment: Align your Notion setup with your personal or team workflow for maximum efficiency
• Week 8 - Open Q&A
  • I will send you a link to a form where you can submit questions throughout the entire workshop, but this session will be 100% dedicated to your questions 
  • Open floor for participant questions
  • Live troubleshooting of common issues
  • Review and recap of the workshop series

Don’t miss this opportunity to revolutionize your accounting practice! Sign up now to secure your spot in the 8-week live workshop and start working less while achieving more.