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 recommend
• Why bookkeepers and accountants need to have a project management system in place no matter what stage you’re at
• The benefits of using Asana for bookkeeping firms
• Solution to getting your project management system set up quickly

Resources 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

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For 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.com

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com