Asana is one of the most popular task & project management software tools for bookkeepers and accountants. But is Asana the best tool to manage bookkeeping and accounting practice? What are its advantages?

In this guide, we will be reading about the benefits of Asana for bookkeepers and accountants.

What Exactly Is Asana And How Does It Work?

Asana can be defined as a task and project management tool that is designed to help small business owners, freelancers, accountants, bookkeepers, and solopreneurs manage their teams, tasks, and projects in an easy and streamlined way. One of the best things about Asana is that it helps bring all team goals, files, tasks, and plans into one place.

Asana allows users to path their projects and tasks to the completion stage and create comprehensive progress reports. If this is not all, users can attach a range of file formats and easily share project-related documents within the same platform without making use of emails or third-party communication channels.

Asana Reduces Work About Work

According to a survey of Asana Premium customers, the task & project management software tool makes teams 1.45 times more efficient. A whopping 65 percent of customers are of the view that the amount of email and status meetings with their teams has been dramatically reduced by Asana. The survey also revealed that 66 percent of surveyed customers believe Asana enables them to get more work done.

(Source: McKinsey Global Institute, “The Social Economy”)

Using Asana, bookkeepers and accountants can create recurring tasks with due times and dates to stay on top of regular payments. The list of advantages associated with Asana doesn’t end here. Asana can also be leveraged to monitor the progress of high-level financial plans and offer quick updates. It also helps to run productive meetings, hit payment deadlines, manage requests, and track budgets. Furthermore, Asana makes it possible for small businesses and others to gain a clear trajectory of what they do. This helps in facilitating better decision-making and nurturing a culture centered around timeliness, speed, quality, and clarity.

This web-based task management and collaboration software allows teams to organize, plan, collaborate, and execute their work. One of the biggest advantages of Asana is that helps teams and individuals break down big tasks into manageable pieces. This all-inclusive work management platform can be leveraged to keep a track of the progress made on tasks and projects, comments and notes, exchange files, and track deadlines.

Asana is an excellent choice for bookkeepers and accountants who want to spend less time writing status emails, genuinely work on what is required to be done, work faster, and take on interesting goals. This cloud-based software offers a virtual workspace to users where teams can collaborate seamlessly. Asana allows a project manager to create tasks and sub-tasks as part of a big project, assign them to team members, and schedule tasks with deadlines. Ideal for both long-term and short-term projects, Asana can be used by onsite as well as remote teams to organize their daily tasks.

By choosing Asana as their project management tool, users can explore endless use cases for how their organization can leverage it to keep track of key projects, tasks, and initiatives. This SaaS project management software (with both free and paid versions) is one of the best project management tools on the market when it comes to tracking tasks and projects in various stages of completion seamlessly. If this is not all, Asana can sync with countless other apps like Slack, Zapier, Google Drive, and Databox.

Conclusion

If you are looking for a project management software that can help you juggle different components of project management (expectations, people, data, resources, and much more), Asana will be a good choice for you as it ensures everyone is on the same page and nothing gets misplaced. Want to know more about the benefits of Asana for bookkeepers and accountants? Reach out to us at Dana Sacco now!

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