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.
Set up Your Workflow
Tango
I love using Tango to document our SOPs (useful for biz owners without teams too!).
Google Workspace
Stop using Gmail and get a professional email domain, plus a slew of other benefits like cloud file storage!
Dubsado
We use Dubsado for lead organization and client onboarding & management. It's FREE until you go over the 3 leads or customers!
OpenPhone
Telephone app for client communication. Also great for teams and sending 2FA codes to this phone!
Content Snare
Great way to gather content, information, and documents from your clients.
Fathom
Amazing AI note-taker for meetings, and it stores all of your recordings in one place.
Keeper
Keeper is the leading QuickBooks and Xero-integrated bookkeeping practice management tool.
Liveflow
Connect to all your clients' QuickBooks accounts for quick & easy financial reporting!
Relay Bank
Relay is our preferred bank for online businesses with up to 20 free checking accounts and ease of access for our clients.
Market Your Firm
Email Marketing Membership
Liz Wilcox's EMM is a life-saver for sending weekly emails to keep your audience engaged.
Keep Up With Compliance
CorpNet
For business formation and filing, registering for payroll taxes, and maintaining business compliance.
Coaches & Company
Coaches & Co provide legally solid, instantly downloadable, and easy-to-use contracts for running your business.
Show Your Clients You Care
Greetabl
Easily send unique, personalized gifts they’ll always remember. We use this for birthdays and biz anniversaries!
Linden Square Co.
They design and deliver modern corporate gifts that are thoughtful & branded. We send these when we sign on a new client!
Grow Your Firm
The CFO Academy
The step-by-step blueprint for transforming your firm into a scalable, sustainable, and profitable CFO firm.
7Figures Funding
Funding Marketplace. Get pre-qualified in minutes without a ding to your credit.
Gusto
If you’re taking on teammates and are looking for a full service payroll provider, look no further.
Momma Strong
Okay, this is more for personal/physical growth, but everything's connected! This is what I use to workout.
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.
Happy Pocket Full of Money
Learn how to create abundance by saving, giving, offering charity, and building happy relationships.
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.
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.
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?
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.
Amazing Feature
7 steps to find, hire, manage, reward, and release all-star players to help make your dream a reality.
