Asana Workflow For Bookkeepers and Accountants

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Use Asana to manage your bookkeeping business workflows. Learn from the WorkFlow Queen.

Asana Workflow for Bookkeepers: Learn from the Asana Queen
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Good Golly! Check out these testamonials!

Just a shout out for the peace this program has brought me!!! I used the tax client template with my very first tax client this week. And I setup cleanup, tax, and monthly bookkeeping ones for another client. Oh my goodness I'm so relieved to be organized!!! I finally can see, in one freaking place, every single to do for my clients. Hallelujah!!! 🙌 The workflows I had in place were so manual. Lists everywhere, sticky notes everywhere, manual checklists, several manual calendars. It was driving me crazy! I implemented the business and finance templates for a week and then added the clients and sales & marketing ones this week. I feel like I have the workflow part of my business put together FINALLY! Thank you for sharing your knowledge and skills!!! I love your fun teaching style too. You gave me a template, but you also made me feel like it's okay to do what works for me and my business. I love that! Keep on being a rockstar!
Lauren B.
Dude! You, my dear Alyssa, are THE BOMB!!!! I'm going through the updated templates and I'm in love!!!!
Kat B.
Check out this comment. Do you want this to be you??? --> I just made a section in business tasks called, "Zaps to Create." I started to write it in my notebook and said, Nope, that's not how you were trained! lol.
Stephanie T.
Here is my (Kate's) review. --> "Short term pain for long term GAIN. If you aren't ready to work, stay away from this course. There is a reason why most entrepreneurs work IN their business and not ON their business. But I want to be a great business woman. It is this painful stuff that Alyssa teaches in this course that has the biggest payoff."
Kate J.
Kate J. Chief Hustler at Bookkeeping Side Hustle
I just need to share that Asana is giving me LIFE right now!! I just got to the "personal" module and immediately brain dumped tasks for a labor day beach trip in September. I even attached some screen shots of yeti products I have my eye on to purchase! I actually have a really detailed packing checklist in excel, I am thinking I should make this a task template and adding it to the "personal" project!
Abby B.
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I had the pleasure of doing a pre-launch interview with a fellow redhead Alyssa Lang, a.k.a The WorkFlow Queen.  Y’all, this girl is passionate about workflows!  She wants to share all that she has learned about Asana as she has implemented it insider her practice. 

Her course is now FULLY launched and you can get it for $100 off if you use THIS LINK RIGHT HERE. 

She has a FaceBook Group that you can join to start to “dip your toe in the Asana waters”.  She also has free 5-Day challenge that you can work through to see if you and jive with her AND with Asana.

She developed a course based on her significant expertise around Asana from helping many accounting firms implement Asana into their businesses.  You can HIRE her directly as a consultant in your practice (several accounting firms have done that), or, in true Side Hustler Style, you can go the DIY route but with a little support by investing in her course and following all that she does.

To be clear, she has graciously made me an affiliate for her course. 

Now, as far as our interview goes, this was the list of questions I worked off of.  We didn’t stick to it like robots, but it gives you a good idea of what we talked about.  Also, note that we had technical difficulties, so this video is actually 2 videos spliced together.  

  • What are the challenges that you typically notice that bookkeepers and accountants have when it comes to creating workflows and streamlining their work?
  • What can a tool like Asana do for bookkeepers and accountants when it comes to project/work management?
  • What level does a bookkeeper/accountant/side hustler have to use with Asana? Can they use the free one successfully?  What are the benefits of each?
  • How much time do you think we can save utilizing this tool?
  • Can you tell us some of the ups and downs with using Asana, why Asana over all other tools, how can this change our business/hustle?
  • Can you tell us an example of how you streamline your business within Asana to stop reinventing the wheel?
  • I am just a team of one, why can’t I just stick to using good ole’ post it notes, notepad, pen and paper?
  • Any tips and tricks we can take away from this?
  • Where can our audience learn more about how you can help?

Join her free Facebook Group to learn more about Asana for Accountants and Bookkeepers.  

Buy her course if you want to really implement this.  

Accountants and Bookkeepers can use Asana to manage and scale their business without feeling overwhelmed.

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Should you use Asana to manage your clients?  Or a true Practice Management application?  

Check out our demos of practice management software on the BSH YouTube Channel

Do you have a copy of the Bookkeeping Side Hustle Guidebook?

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