Build Your Asana Income & Expense System in under an hour!
A $29 workshop for coaches and service providers who are already living inside Asana and still avoiding their finances.
Because your business finances deserve a simple system.
You already know you should be tracking your money. So why aren't you?
It's not laziness. It's not that you don't care about your business.
It's that every system you've tried was built for someone else - someone who loves spreadsheets, has an accounting background, or isn't already juggling a million things.
So you keep doing the thing where you tell yourself you'll sort it out later. And later keeps becoming next month.
Meanwhile your income is actually happening. Stripe is doing its thing. Expenses are piling up. You just have no clear picture of where you actually stand. And that feeling quietly follows you around.
You don't want a complicated system. You want to open one place, see what came in, see what went out, and know you're on top of it.
That place can be Asana.
I avoided my finances too…until the CRA audited me 😬
When I first started running my business, I thought I could just wing it.
Track income here, log expenses there, check Stripe when I remembered...you know how it goes.
Then my business was audited. And I was not prepared.
That experience shook me into building a system. Not because I suddenly loved accounting, but because I needed something that didn't make my brain shut down every time I opened it.
I tried Google Sheets. I tried Airtable. But I was already running my entire business inside Asana, and switching tools every time I needed to check my finances felt like one more thing to manage.
So I built my income and expense tracker inside Asana instead.
Now I know exactly what's coming in, what's going out, what invoices are outstanding, and what recurring bills are coming up - without ever opening a spreadsheet!
And that dashboard you see in the image above? I'll show you how to build it. It's way easier inside Asana than you'd think.
Hi, I’m Samantha!
I’ve been assisting professionals since 2013 and helping businesses run better since 2020.
I'm a Certified Asana Workflow Specialist and Online Business Systems Specialist. Since 2020 I've been working with coaches, freelancers, VAs, and service providers to help them get out of overwhelm and into systems that actually stick.
My clients regularly save 10+ hours a week - not by working harder, but by having a place for everything so their brain doesn't have to hold it all.
A few things about me: I'm Canadian, I'm a happily married mom, I have depression and anxiety, I'm a total introvert, and I genuinely love building systems - including this one. I built this exact tracker for my own business, and it's the same one I'm handing you today.
Here's what's inside Track It & Stack It:
Buy Now for Just $29
Step-by-step video walkthroughs where you follow along and build your full income and expense system inside Asana in real time. Most people have theirs up and running in under an hour.
Built for Asana Starter or higher. I walk you through every step, including custom fields, filters, and rules, so nothing gets skipped.
Self-paced access so you can watch, pause, rewind, and implement at your own speed.
Instant access so you can get set up today!
Bonus: Expense Categorizer Tool - describe any transaction in plain language and instantly get the right expense category, why it fits, and exactly how to log it inside your new system.
Limited Time Bonus: Build It Week - a free popup community experience running April 20–26 where you build your system alongside a group of other TISI students. Ask questions, share your progress, and actually get it done!
Under an hour. One tool. Total clarity.
You already live inside Asana. Your finances should too.
This isn't about becoming a "finance person." It's about having one place where you can see what's happening in your business, so you can stop guessing and start making decisions from actual numbers.
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Instantly - right after purchase you'll get everything you need to get started today!
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Yes, 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.
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That's exactly who this was made for. If you can follow a video and click around in Asana, you can build this. I walk you through every single step.
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This is a self-paced workshop, so there's no live or 1:1 component. That's also what keeps it at $29.
However, during Build It Week (April 20–26) you'll have access to a popup Facebook group where you can ask questions and get support throughout the week. And if anything is ever unclear outside of that, you can always email me.
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This is a tracking system inside Asana, not accounting software. It's designed to keep you organized and informed, not to replace your accountant.
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Not at all. If you're a freelancer, VA, OBM, or any kind of service-based entrepreneur (solo or with a team), this was built for you too.
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You can email me at hello@samanthakasbrick.com.
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It's short, sweet, & to the point - so you can follow along and be set up in under an hour if you follow along with my walkthrough videos!
Your finances aren't the problem. Not having a system is.
You don't need a spreadsheet. You don't need a finance background. You just need a place where your money makes sense, and you already have that place. It's called Asana.
Let me show you how to set it up.