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Asana: The Best Tool for Streamlining Your Workflows as a Bookkeeper

Asana: The Best Tool for Streamlining Your Workflows as a Bookkeeper

FromConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)


Asana: The Best Tool for Streamlining Your Workflows as a Bookkeeper

FromConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

ratings:
Length:
33 minutes
Released:
Mar 21, 2023
Format:
Podcast episode

Description

In this solo episode, I cover the hot topic everyone wants to chat about… project management systems. We dive into the project management I’ve been using for years, the benefits and my experience testing other softwares along the way.In this episode you’ll hear:What project management system I love, use and recommendWhy bookkeepers and accountants need to have a project management system in place no matter what stage you’re atThe benefits of using Asana for bookkeeping firmsSolution to getting your project management system set up quicklyResources mentioned in this episode:⚙️ Asana? 5 Day Free: Workflows Made Simple Challenge (3/27 - 3/31)? Kickoff with Asana for Bookkeepers & Accountants? Free Asana Guide: 10 Simple Steps to Managing Your Clients in Asana⚙️ Keeper? Subscribe to our newsletterThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.comSign up for the Workflows Made Simple 5 Day Free Challenge: www.workflowqueen.com/challenge
Released:
Mar 21, 2023
Format:
Podcast episode

Titles in the series (65)

Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workflow Queen will provide solo teaching episodes as well as interviews with industry experts to help you grow as a bookkeeper or accountant. We discuss anything hiring team members, ways to automate your onboarding, help you decide on the right systems to manage your bookkeeping and accounting clients, when to hire, where to hire, creating operations for your practice and so much more. This is for bookkeepers and accountants who are ready to scale their practice, bring on staff and take a much needed vacation that they deserve.Where you can find us: Website: https://www.workflowqueen.com/Facebook: https://www.facebook.com/workflowqueenLinkedIn: https://www.linkedin.com/in/alyssa-lang-wq/ Instagram: https://www.instagram.com/workflowqueen/