Why You Should Use Asana in Your Accounting or Bookkeeping Practices

In today's fast-paced business environment, efficiency and organisation are key factors in the success of any accounting or bookkeeping firm. An effective tool that can greatly simplify and streamline the management of tasks, projects, and team collaboration is Asana. In this article, we're diving into why we love Asana and how it can revolutionise the way accountants like you coordinate tasks, track progress, and achieve success. Get ready to streamline your workflow and take back control of your workday!

Cost-effective solution

Asana offers a free version that can cater to the needs of small businesses with up to 15 team members allowing you to test its functionalities without financial commitment. This cost-effective solution provides a wide range of features that greatly facilitate task management. 

Seamless integration with other applications

Asana integrates smoothly with other essential applications such as Google Calendar and Slack, ensuring that your team stays connected and informed about upcoming tasks and deadlines.

Visually appealing interface

With its colourful, clean, and easy-to-navigate layout, Asana takes the mundane aspect out of task management making it an enjoyable experience to plan your day and keep track of progress.

Efficient task management

Asana allows you to create, assign, and track tasks individually or for your entire team, therefore enabling enhanced collaboration and productivity levels. Features such as repeating tasks, project planning templates, and staff scheduling make it easy to stay organised.

Increased control over practice management

The clear overview provided by Asana allows you to assess the number of tasks pending for the week or month ahead quickly. This visibility promotes better planning and overall control over the direction of your practice.

Simple staff reassignment

If a team member is unavailable due to unforeseen circumstances or if they go away on leave you can easily reassign their tasks to another staff member using Asana's intuitive interface. This ensures no task falls through the cracks during their absence- SO IMPORTANT!

How to learn more

Based on the increased interest of our regular 60 min Asana webinars, we have created a comprehensive course covering all aspects of Asana. You can sign up here.

Course Curriculum

Duration: 5 Weeks (1.5 hr session per week)

• Welcome to the course!
• Module 1: Introduction About how you can build your Asana to give you the best solution for your practice
• Module 2: Planning Asana for your Practice
• Module 3: Setting up Asana for your Practice
• Module 4: Training your team
• Module 5: Checking the set up
• Module 6: Ongoing development in systems and processes