CFO Advantage Series

Asana for Accountants

Jaime SM

Jaime Campbell, CPA

Small-DarkBk

Bob Swetz, CPA

Tuesday, May 7, 2019

2:30 PM Eastern, 11:30 AM Pacific

$50

1 Hour

A Few Things You Will Learn in This Webinar

Setting Up Your Account, Projects and Work Spaces

Learn how to set up a free account and teach your clients to do the same. Learn whether a premium account is worthwhile.

Manage Engagements, Tasks and Personnel

Learn how to use projects, sections, subtasks, attachments, tags, task recurrences, and wording protocols to make it come together.

Save Time by Creating and Working With Templates

Learn how to create and deploy templates to save time and ensure that steps aren’t missed. Duplicate, export, and import…it’s magical!

Register Now to Reserve Your Spot

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