Build Your Asana Income & Expense System

Your business finances deserve a system too.

A $29 workshop to get your money organized inside Asana — no spreadsheet formulas, no accounting degree required.

This is for you if:

  • You’re running your coaching or service business and the “finance stuff” always feels messy

  • You’ve got random numbers floating around in spreadsheets, invoices, or your brain

  • You want one simple system to see what’s coming in, what’s going out, and where your money is actually going

  • You love Asana, run a good chunk of your business with it, and want to have as much as possible in one place

You know you should be tracking your income & expenses...

But every time you open your spreadsheet (or think about opening your spreadsheet), your brain immediately says:

"Eh... I’ll deal with this later."

You want to feel on top of your money, but you don’t want to:

  • Build complex formulas

  • Google "how to build a budget spreadsheet" for the 37th time

  • Download some pre-made template that doesn’t even fit your business

You just want a system that makes sense for how your coaching or service business actually works — simple, flexible, and easy to maintain.

I get it — because I needed the same thing.

When I first started running my business, I thought I could just wing it.

Track income here, log expenses there, maybe remember to check Stripe sometimes... you know the vibe.

But…then my business was audited. And I was not prepared.

After that, I knew I couldn’t keep avoiding it. I needed a system that:

  • Didn’t overwhelm me

  • Didn’t require an MBA

  • Actually helped me feel clear about where my money was going

I played around with Google Sheets and Airtable, but since I was already running everything else inside Asana, switching back and forth all the time felt extra annoying.

So, because I know Asana, and because my brain is wired for systems — I built my new income and expense tracker inside Asana.

Now?

I know exactly what’s happening with my income, expenses, invoices, and recurring bills — without ever opening Google Sheets.

Plus making extra fancy stuff like the dashboard in the image above is soooo much easier with Asana than other tools! I’ll show you!

Meet Samantha

Assisting professionals since 2013 and working in the online business space since 2020, I have helped my clients transform the way that they work so they feel more organized and accomplished, more in control of their work and their team, and less overwhelmed and mentally drained.

I’m a Certified Asana Workflow Specialist and your Online Business Systems & Operations Specialist.

I’ve helped my clients streamline their work so that they can save 10+ hours every week and relax knowing that they don’t have to store everything in their brains anymore!

Throughout my time working in my own business and my clients’ businesses, I have found my passion in how businesses run behind the scenes. I love helping online service-based businesses organize and systemize their businesses so that they can fully show up for their clients and transform lives!

Some quick personal facts about me: I live in Nova Scotia, Canada (originally from SK but burr!), I'm a mom to an 8-year-old AuDHDer/PDAer, I'm 38 and have been with my husband for more than half my life (he's my rock), I'm an introvert, I love reading (when it doesn't put me to sleep - mom life), I have depression and anxiety, and I love running my business. 🩷

Get organized today!

Buy Now for Just $29

  • Video training: build your income & expense system using Asana Starter features

  • Base template: sections & columns pre-built

  • Self-paced: follow along at your own speed

  • Downloadable content that you can come back to any time.

  • Instant access so you can watch ASAP!

  • You’ll get instant access via an email right after you purchase! You can get started immediately!

  • Yep — this system is built using Asana's paid features (specifically custom fields, rules, and saved views). You'll need at least Asana Starter (previously Premium) to fully follow along.

  • Yes! I provide a base template that includes the sections and columns all laid out for you. You’ll still add your own custom fields inside Asana (since those can’t be shared via template), but the hard part is already mapped.

  • That’s literally why I created this. I walk you through exactly what to do, step-by-step, in simple, plain language — no complicated tech or formulas.

  • This is a self-paced workshop, so no private support or custom setups are included. But if you have questions about the material or need clarification, you’re always welcome to email me at hello@samanthakasbrick.com.

  • No — this isn’t a full accounting system (and it’s not meant to replace your bookkeeper or tax software). This is for organizing your income, expenses, and payments inside Asana so you can finally see what’s happening in your business at a glance.

  • Nope! I specifically built this for service providers — coaches, freelancers, online business managers, virtual assistants, and other solopreneurs — but it works for any small service business that wants a simple money system inside Asana.

  • You can email me at hello@samanthakasbrick.com.

  • You can get through everything in less than 30 minutes. It's short & sweet — so you can see what you want, get inspiration, and get yourself set up more efficiently!

AI might be smart...but your brain still needs a system.

Yes, there are plenty of AI tools out there.

But AI isn’t going to build you a simple, fully customized income & expense dashboard inside Asana that fits your actual business model.

This system teaches you how to think like a systems person — so you know exactly where your money’s going, and can actually make decisions from a place of clarity.

(It also keeps your finances organized even when your brain isn’t cooperating — trust me, I built it for that exact reason.)

🚀 Enroll now and start building your Money Dashboard today.