The exact tools I use
and recommend to every client.
No fluff. No random recommendations. Every tool on this page is one I've personally vetted, use in my own business, or recommend to clients on a regular basis.
"The right tools make everything easier and some of them even pay you back."Some links below are affiliate links — I may earn a small commission at no cost to you. I only recommend tools I genuinely believe in. 🤍
Relay Financial
The business bank account built for small business owners. No fees, no minimums, and you can create multiple account buckets so every dollar has a job. This is the bank I recommend to every single client.
Bluevine Business Banking
High-yield business checking that actually works for you. If your money is just sitting there, it should be growing. Bluevine offers one of the best rates for small business checking accounts.
Capital One Spark
Get rewarded for every business dollar you already spend. Unlimited cash back on every purchase — simple, predictable, and worth having in your financial toolkit.
American Express Blue Business Cash
Stop leaving money on the table. 2% cash back on every business purchase plus a $250 bonus when you sign up. One of the easiest wins for your business finances.
Gusto Payroll
Payroll that doesn't make you want to cry. Easy, automated payroll for small business owners — pay yourself or your team without the headache. Integrates seamlessly with QuickBooks and Xero.
Patriot Payroll
Affordable payroll for the bootstrapped business owner. Simple payroll at a price that makes sense when you're watching every dollar. Great option if Gusto feels like too much for where you are right now.
QuickBooks Online
The industry standard for small business bookkeeping. Connects to your bank, categorizes transactions, and generates reports your CPA will love. I'm a certified QuickBooks ProAdvisor — I know this platform inside and out.
Xero
A clean, intuitive bookkeeping platform that's a great alternative to QuickBooks. Especially popular with product-based businesses and those who want a simpler interface. Works beautifully with Relay and Gusto.
Anchor Billing
Get paid on time without chasing invoices. Automated billing that handles collections so you don't have to. Do the work — not the chasing. At just $5 per payout it's cheaper than any other processor out there.
Dubsado
The all-in-one CRM for service providers. Contracts, invoices, client portals, workflows — all in one place. If you're still managing clients manually, Dubsado will change your life.
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the right tools for your business?
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