Asana for Accounting Firms - Ultimate Getting Started Guide

Running an accounting firm comes with tight deadlines, multiple clients, and never-ending tasks. In this video, we’ll show you two ways to set up your Asana account—designed specifically for accountants and bookkeepers. You’ll learn how to organize client projects, manage recurring tasks (like month-end closings), and collaborate seamlessly with your team. Whether you’re new to Asana or looking to refine your workflow, these methods will help you stay on top of every detail and deliver top-notch service to your clients.

0:00 - Introduction
1:05 - How Asana is Useful For An Accounting Firm
2:42 - The Two Methods We Use
3:16 - Method 1 Using A Project For Each Client
4:10 - M1 Creating A Template
6:40 - M1 Assigning Roles & Dates To Templates
9:40 - M1 Using Subtasks within Tasks
10:55 - M1 Customise Projects In Asana
12:30 - M1 Creating a Project
14:31 - M1 Using Portfolio In Asana
16:29 - Method 2 Using Evergreen Projects for Multiple Clients
17:30 - M2 Setting Up Task Templates
20:38 - M2 Creating a New Client
22:21 - Outro

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