Our Favorite Resources

For Running Your Bookkeeping Business

Some of these links are affiliate links, which means we may earn a commission from purchases made through the link. However, our recommendations are based on our own research and expertise, and your trust is our priority.

Workflow & Tech
Marketing
Compliance
Client Gifts
Grow Your Firm
Biz Books

Our Favorite Resources

For Running Your Bookkeeping Business

Some of these links are affiliate links, which means we may earn a commission from purchases made through the link. However, our recommendations are based on our own research and expertise, and your trust is our priority.

Workflow & Tech
Marketing
Compliance
Client Gifts
Grow Your Firm
Biz Books

But, Wait! If You're New to Bookkeeping, Start Here

Become a Bookkeeper

A comprehensive, self-paced online course that teaches you bookkeeping from the ground up—whether you’re just starting out or you're already a CPA.

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Bookkeeper Launch

Find out why Bookkeeping is the most stable, reliable & simple business to own in these 3 free online classes.

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Set up Your Workflow

Passion Planner

Use a physical planner to map out your week and stay organized.

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Acuity

Our preferred scheduling software that integrates with Xero & Zapier.

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Asana

Get your tasks in order and set up your client projects in Asana.

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Kickoff With Asana

Let Workflow Queen show you exactly how to set up your entire Asana.

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Notion

Perfect for storing email drafts, project plans, and basically everything else.

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Tango

I love using Tango to document our SOPs (useful for biz owners without teams too!).

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Google Workspace

Stop using Gmail and get a professional email domain, plus a slew of other benefits like cloud file storage!

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Dubsado

We use Dubsado for lead organization and client onboarding & management. It's FREE until you go over the 3 leads or customers!

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OpenPhone

Telephone app for client communication. Also great for teams and sending 2FA codes to this phone!

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Content Snare

Great way to gather content, information, and documents from your clients.

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Fathom

Amazing AI note-taker for meetings, and it stores all of your recordings in one place.

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Honeybook

Platform for managing leads, client projects, and payments all in one place.

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Xero

My favorite accounting software.đź’™ We're Xero Certified and a 100% Xero Firm!

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QuickBooks

If you prefer QBO, that's okay too! My courses are compatible with either software.

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Keeper

Keeper is the leading QuickBooks and Xero-integrated bookkeeping practice management tool.

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Liveflow

Connect to all your clients' QuickBooks accounts for quick & easy financial reporting!

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Relay Bank

Relay is our preferred bank for online businesses with up to 20 free checking accounts and ease of access for our clients.

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AMEX Business Card

Our Recommended Corporate Credit Card—big rewards and protection.

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Market Your Firm

Canva

Create graphics for social media, slide presentations, and logos.

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Squarespace

We recommend Squarespace for easily creating a beautiful website.

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Email Marketing Membership

Liz Wilcox's EMM is a life-saver for sending weekly emails to keep your audience engaged.

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Keep Up With Compliance

CorpNet

For business formation and filing, registering for payroll taxes, and maintaining business compliance.

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Quaderno

Tax compliance software for online businesses.

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Coaches & Company

Coaches & Co provide legally solid, instantly downloadable, and easy-to-use contracts for running your business.

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Show Your Clients You Care

Greetabl

Easily send unique, personalized gifts they’ll always remember. We use this for birthdays and biz anniversaries!

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Linden Square Co.

They design and deliver modern corporate gifts that are thoughtful & branded. We send these when we sign on a new client!

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Grow Your Firm

The CFO Academy

The step-by-step blueprint for transforming your firm into a scalable, sustainable, and profitable CFO firm.

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Liveplan

Easy-to-follow process for writing your business plan.

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7Figures Funding

Funding Marketplace. Get pre-qualified in minutes without a ding to your credit.

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Gusto

If you’re taking on teammates and are looking for a full service payroll provider, look no further.

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Hiremymom.com

If you're looking to hire, this is a great place to start!

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Momma Strong

Okay, this is more for personal/physical growth, but everything's connected! This is what I use to workout.

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Enjoy the Best Biz Books

Get Rich Lucky Bitch!

Learn how to break through your money blocks, attract more abundance and start earning what you're really worth.

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Happy Pocket Full of Money

Learn how to create abundance by saving, giving, offering charity, and building happy relationships.

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Chillpreneur

Full of reassuring and practical advice, this book challenges the old, boring assumptions of what it takes to create success in business, so you can create financial independence with ease and grace.

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Profit First

Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows.

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Clockwork

What if instead your business could run itself, freeing you to do what you love when you want, while it continues to grow and turn a profit?

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Teamwork

Learn how to create teams that work the way you want them to. Then, discover ways to scale those teams, keeping them aligned with your objectives.

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Amazing Feature

7 steps to find, hire, manage, reward, and release all-star players to help make your dream a reality.

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