Heads up: I use affiliate links for my fave products. If you click and purchase, I may receive a small commission at no extra cost to you.

When I started creating bookkeeping workflows for my firm, it was a MISSION. My tasks were on sticky notes all over my office or floating around in my brain - I couldn’t gain control of everything that needed to be done.

I thought that creating workflows for my bookkeeping and tax firm would be easy! All I have to do is keep track of everything I do for each client... right?

What I found was that there was A LOT more to it, and that I’d need to start using a project management system ASAP. Sticky notes and memory weren’t cutting it anymore!

I tried a few other project management systems, but I couldn’t find one that helped me manage client work and allllll the other aspects of running a business. Until I stumbled upon Asana, and life changed forever.

Asana meets all my requirements: It’s colorful, it’s customizable, it’s intuitive, and unicorns shoot across my screen when I mark a task ‘Complete’! Plus, the free version is super robust - even if you have a team! What more could you ask for?!

Eventually, I built out so many helpful workflows in Asana for my firm, I was able to start delegating them to team members. I got to experience the joy of outsourcing my tasks and spend my extra time scaling my firm instead of feeling burnt out!

I saw such a HUGE transformation in my firm (and life) by implementing Asana, I just HAD to share my secret with the world! That’s how Kickoff with Asana for Bookkeepers & Accountants was born.

Since the launch of this course, I’ve built an entire company around helping bookkeepers and accountants use systems and tech to streamline their firms. My team and I have supported 1,000+ firm owners through our communities and programs!

But this blog is specifically about the wonders of our signature course: Kickoff with Asana for Bookkeepers & Accountants. Continue reading to learn:

What most people THINK the course is all about
What’s actually inside the course
What our students have to say about their experience in the course
How you can join and potentially have your own EPIC transformation

This Course Is So Much More Than Templates

When people first hear about our Kickoff with Asana for Bookkeepers & Accountants course, they often think it’s just bookkeeping workflow templates. The truth is, our course is SO much more than that! In this section, we’ll address the common misconceptions people have about the course.

Myth #1: The course is only useful if you already have clients

So many students who are just about to launch their firm or are in the process of searching for that first client get TONS of value out of the course! We actually highly recommend this course to bookkeepers and accountants who want to hit the ground running and position themselves for success from day one.

Sarah was able to launch her firm without missing a beat, and she saved so much time, she actually has extra time set aside to get organized on a regular basis!

Stephanie signed her first client and had an exact roadmap to follow so she didn’t miss any important steps!

Myth #2: The course is ONLY about Asana

Sure, Kickoff with Asana for Bookkeepers & Accountants is about how you can leverage Asana in your firm to create kickass processes and cut out overwhelm. But it’s also about shifting your mindset to rethink how you approach the work that you do. The first three modules of the course are dedicated to getting a grip on your business as a whole!

Liliane wasn’t just starting out, but the course helped her shift into a mindset that made her more efficient!

Andrea was used to being her own boss, but when she moved into offering different services, she was supported by the course, which helped her feel more confident!

Myth #3: We’ll teach you how to do the bookkeeping

If you don’t know how to bookkeep, this course isn’t a good fit - yet. We highly recommend taking the Bookkeeper Launch course to solidify your skills as a bookkeeper FIRST, and join us later on!

This course is focused on setting you up with repeatable operations and bookkeeping workflows, so you can run your firm like a well-oiled machine!

Myth #4: The course won’t be worth it

We get it! Whether you’re just starting out or you’re trying to maintain a budget, it can be hard to part with your hard-earned money. It’s also natural as bookkeeping professionals to want to have all the detail before investing in a tool or resource! We’ve had several students share with us what incredible value they got from the course, after they overcame the financial block.

Myth #5: It won’t be helpful if you’ve been in business for a while

We’re proud to say that Kickoff with Asana for Bookkeepers & Accountants can support firm owners at ALL stages of their journey! We’ve already discussed in Myth #1 that you don’t need to have clients to be a good fit for the course - but what if you’ve been in business for a while?

What we’ve found is that even if you’ve been in business for a while, there is still so much value in learning a new way of working and implementing tech and processes!

You don’t know what you don’t know - you know?

Myth #6: It’ll take too much time to implement

You’re busy serving your clients and potentially overwhelmed with your current workload, so if you’re wondering how you’ll be able to fit the course into your life, you’re not alone! The beauty of this program is that it’s SELF-PACED, and you have lifetime access to the course and any future updates. You get to choose how many of the 14 modules you want to watch (but we do recommend all of them, in order) based on the specific needs of your firm.

Some of our students were able to successfully go through the course in a weekend, while others fit it in whenever they can and implement slowly.

Here’s What You’ll Actually Get When You Join

You can tell from the testimonials above: Kickoff with Asana for Bookkeepers & Accountants is an incredibly powerful resource! But beyond the benefits of enjoying less stress and more peace of mind, you’ll get instant access to:

30+ workflow templates to help you organize your firm (and business as a whole)
14 self-paced modules with video content (with optional captions) to guide you every step of the way
Tons of plug-and-play worksheets to help you get the most out of the course material
Lifetime access to the course (and any future updates)
Ongoing student support from Team Workflow Queen
Access to a student-exclusive Facebook community
The opportunity to completely change how you work IN and ON your business

If you’re even slightly wondering how you might be transformed by the course, check out this lovely review from a current student:

I do think it’s important to note here that if you do use a different project management system (like ClickUp or Trello), you can TOTALLY still use all the templates and techniques included in the course!

So, feel free to use everything you learn and apply it to a different system! But you might just feel motivated to transition to Asana once you see how AWESOME it really is!!

Frequently Asked Questions About the Course

Is this a self paced course? YES! You can work on it whenever and wherever is most convenient for you. Plus, you get lifetime access so if you can’t tackle the course ‘till later, it’s there when you’re ready!
Are the templates really specific to the accounting industry? Yes! The templates were all created to be specific to the needs of the accounting industry. We’ve also included other templates that are related to the business side of your firm! These templates are in-depth. If you need help understanding and applying them, reach out to support@workflowqueen.com or post your question in the student-exclusive Facebook group for support!
What if I live outside of the United States? No problem! The course has students from all around the world. No matter where you live, you can use the concept of implementing workflows and processes. Plus, our templates are customizable so you can add or remove anything that doesn’t align with your firm/country!
How long will it take to go through the course? You can go through the course material and start implementing in as little as a weekend (we’ve seen people do it!). Since the course is self-paced, it’s easy to fit into your schedule, even if you just watch a few lessons at a time.
How often does the course get updated? If Asana changes or adds new features, we’ll update the course as needed to make sure you have current information! Sometimes we add new templates or techniques as well, and you’ll have access to all updates once you become a student!

How to Join Kickoff with Asana for Bookkeepers & Accountants

Hopefully this blog got you as PUMPED about Kickoff with Asana for Bookkeepers & Accountants as we are! If you are ready to change the way you work and finally streamline your firm, it’s about time you joined us in the course!

We can’t WAIT to see you in the course and celebrate wins with you in the private Facebook community!

TELL ME MORE!