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What Kickoff with Asana for Bookkeepers & Accountants is & How it Can Change Your Practice…

Kickoff with Asana for Bookkeepers & Accountants is my signature course created to help you eliminate stress, get more done, and grow your bookkeeping and accounting practice. Although it’s all about helping YOU, it stemmed from my own need to keep my practice organized and manage my clients efficiently.

It’s okay to feel overwhelmed, it’s not okay to just let it happen. Moving your practice forward means modifying your workflows, optimizing your management systems, and making time for what matters - you.

Why You Need Kickoff With Asana

Let’s get real for a second: it’s not for everyone and if you’re not ready for it or aren’t a bookkeeper, tax preparer or accountant, well, it may not be for you. Kickoff with Asana for Bookkeepers & Accountants is for bookkeepers and accountants, like you, who are ready to:

Organize your work to make more room for clients

Nail deadlines
Upgrade your workflows
Relieve stress
Successfully outsource
Work on your practice, not just in it

If that doesn’t sound like you, it’ll be here when you’re ready - after all, it is about YOUR practice.

With a program designed to take every aspect of your practice and streamline it, the change it makes to your practice is game-changing. I didn’t want you to feel how I felt starting my practice, I want you to be successful - without the struggle of building your business backend.

How Much Your Practice Actually Changes

It’s not Miracle Grow, but I like to think it comes pretty close. Since Kickoff with Asana for Bookkeepers & Accountants is all about working efficiently, you’ll be surprised just how much your practice can change.

The course walks you through managing your practice, your clients, and your time. You’ll build a system that contains all of your client information as well as client tasks, your backend material and what’s needed to maintain your practice, and tasks that work for you to develop and grow your bookkeeping or accounting practice - all in one place!

We work on organizing your practice, maintaining deadlines, regaining confidence in yourself and your practice, and getting ready to successfully outsource! All those little nitty-gritty details you’re struggling to manage, we’re going to find ‘em and fix ‘em.

Before now, no one has taken the time to create ANYTHING on creating proper workflows in our industry. We didn’t have a ‘one and done’ project management system that satisfies all your needs for managing client work. We’re not taught to do more than ‘client work’ and work ON our practice, not just IN it.

And sadly, we don’t realize we’re struggling until we’re out of time to fix it ourselves.

Getting Started On Time

Despite what you might assume, you’re never actually out of time. There’s still tomorrow! What I mean is that it’s never actually too late to create an efficient system for your practice.

I’ve been there, done that and I wanted Kickoff with Asana for Bookkeepers & Accountants to go above and beyond. So, I created it with time in mind… You can create your entire system within a weekend!

I teach you how to build out your own system in Asana, but I included as many templates as possible so the process stays quick and easy. I know time is money, and when it comes to our practice, we have to be as careful as possible with both our money AND time.

What’s This Talk About Templates?

Asana works with templates, and templates save TIME. In Kickoff with Asana for Bookkeepers & Accountants, I offer 32+ templates that help keep your practice running smoothly and manage your clients. Some templates included are:

Bookkeeping Client template

Clean Up Client template
Sales Funnel template
Tax Client template
Diagnostic Review Template

And that’s just to name a few! I have templates that are accounting industry-specific and templates built to help you achieve your business goals.

Templates are not the only benefits offered, I also offer ready-to-go worksheets, training videos, live calls, online modules, and a template library that grows as you go! You even have the opportunity to suggest or request specific templates for the course, and I just might take your suggestion and add it to the course!

Don’t Be Left Hanging

One of the scariest things for me when I started my practice was that I didn’t have anyone to go to when I had questions on how to run my practice or what I needed on the backend. I struggled and it really set back my growth. I decided I never wanted to leave you hanging when it came to the follow-up questions or when you’re struggling to work things out.

To help, I created a private community to help you along the way. You can ask your questions or attend the live sessions and get answers from me and fellow bookkeepers and accountants in similar stages of their practice growth.

We have students from all different stages, some of our students have one or two clients up to 600+ tax clients and 150+ bookkeeping clients… the private community is gold!

I even have a section of all my live calls for you to just pick my brain and get your questions answered ASAP.

*Live schedule and frequency are subject to change

It’s The Final Countdown

Kinda, but not really. I just mean it the last of my ever-going rant about why our systems need to be ready to handle anything - and I mean anything. You need to be a well-oiled, prepped, and ready practice if you’re dreaming of expanding!

Kickoff with Asana for Bookkeepers & Accountants is my way of making that happen and ensuring that every bookkeeper and accountant has the same opportunity for growth. If we can’t figure out our backend, how do we expect to grow on the front?

When you’re ready to level up your practice, you can join Kickoff with Asana for Bookkeepers & Accountants or grab my free guide 10 Simple Steps to Setting Up Your Asana for Bookkeepers and Accountants!

JOIN THE COURSE