Things I love, use and recommend!

  • QuickBooks Online

    I have used QuickBooks Online since 2015 and it just continues to get better and I even loved it back then! It’s a great tool for business owners and accountants and I believe in it so much, that it’s my required bookkeeping software for all my clients (but lucky for you, I have a discount to share if we work together!)

    Check it out here.

  • Amplified Creative

    From social media content to full video creation, the team at Amplified Creative is exceptional. They made even me , the awkward and introverted accountant, feel comfortable and confident on our project together. Knowledgable on content creation and making everything beautiful, they are just so helpful and creative and will bring your advertising to the next level.

    Check it out here.

  • CPA Rec (1 of 2): The Bonadio Group

    This firm is an excellent choice for any business looking for a company to scale with them. They are a larger firm and have capacity to serve any business as they grow and their work is truly top tier, but they still have a little bit of a ma & pop feel - the CEO started out in small business advisory after all. They do charge more of a premium, but they offer premium services.

    Check it out here.

  • CPA Rec (2 of 2): Equipped Accounting

    This the perfect CPA option if you’re looking for someone who is truly small business minded, willing to go the distance for their client, as well as offering reasonable pricing options. Not to mention, women-owned! I’ve seen their care for clients on multiple occasions and look forward to opportunities to work together.

    Check it out here.

  • The Legal Paige

    I wish I had found the Legal Paige before I had set up my company, but even though I didn’t. I have still used many of their resources and contract templates. Not only are there so many great & free resources, there are contract templates that are specific to your field. If you’re in a creative industry - this is a one stop shop! But if you’re just starting out, the DIY templates for setting up your business legally are incredible and narrowed by state even! Check this resource out for your legal needs as a business!

    Check it out here. (affiliate link)

  • Sydney Ross Photography

    If you need pictures taken for your company, you need to check out Sydney for your business photos. She has a way of making a mundane business day look captivating and beautiful. She has an eye for commercial photography and for telling the story of the businesses she works with. She also assists with digital marketing and is a great asset to have on your advertising team. Bonus, she’s a delightful gem of a person.

    Check it out here.

  • Gusto Payroll

    Simple payroll with good customer service should never be underestimated! I’ve found Gusto easy to use as well a reasonable price when comparing to many others! And the best part is their customer service which just can’t be beat.

    Check it out here.

  • Chase Business Card

    I have banked with Chase personally for years and love the versatility of their cards. For business - they offer a great credit card that doesn’t have an annual fee, has great rewards of 1.5% cash back and 0% APR for the first year which is huge when you are just starting out. On top of that, it has the functionality of adding an view-only user which allows your accounting team to view necessary information without giving access to your entire account. A major green flag from this bookkeeper!

    Check it out here. (affiliate link)

  • Canva

    Whether you’re designing your logo, social media posts, business cards or flyers. Canva can do it all. You can even create your “brand” and easily apply it to various projects to create uniformity in your promotions. The capabilities of this site are endless for all your marketing needs.

    Check it out here.

  • Squarespace Website Designer

    I loved using Squarespace to design my website. Their templates are very user friendly, customizable and the designs are visually appealing on both computers & mobile devices. I’m not a programmer or designer but I was able to create my site myself (give me a little credit for that!) and loved how it turned out. So if I can, you can!

    Check it out here.

  • HoneyBook

    This is a scheduling, invoicing, contracting sending software all rolled into one. I’ve tried a few and found this one easy to use, affordable, and versatile in it’s capabilities. Depending on what services you are offering - HoneyBook can be a great software! I use it to easily send and have clients e-sign contracts, but you might like the invoicing or appointment scheduler! They offer a trial period so worth a shot to see if it helps your needs. Because trust me - outsourcing admin work and finding efficient systems pays off quickly.

    Check it out here. (affiliate link)

Templates for Purchase

Month Close To Do List
$0.00

A simple to do list for your closing of the books.

Chart of Account Template - Product Based
$5.00

A template of my recommended accounts ready for direct import into QuickBooks Online. A great starting point for new product-based businesses.

Chart of Account Template - Service Based
$5.00

A template of my recommended accounts ready for direct import into QuickBooks Online. A great starting point for new service-based businesses.