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Here are some of our favorite products and services we recommend to clients.




Misa Bacon, Perfectly Kept Books

Misa truly makes your bookkeeping experience positive. She works primarily with women-owned businesses in creative industries as well as therapists. She is based in Dallas, TX.

Katie White, Cents & Balance

Katie knows just what you need to ensure a smooth tax season and caters to a variety of industries including health & wellness. She is based in New Hampshire.


Apple De La Cruz, Apple Accounting Services

Apple has over a decade of experience in public accounting working for a CPA firm. She specializes in working with small business owners, including Permanent Make-up (PMU) Artists.


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Gusto Payroll is so easy to use and has a clean, modern interface. You can get up and running in less than 30 minutes and start running payroll.

Shhhhh... if you are a solo-owner S Corp, ask about rates for quarterly payroll!

bill-com-screen-3.co3.png invoice payment and tracking lets you pay and track your vendors and invoices seamlessly using AI and QuickBooks integrations. Approve and pay invoices efficiently so you can spend more time building your business.

Business Banking

I like Relay Financial for business banking because it allows you to create accounts in minutes, use a virtual debit card and move money between accounts to allocate for specific purposes or budgets. You can even set spending limits on a per-account basis.


Sales Tax Reporting & Compliance

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TaxJar saves you time in tracking all of the state sales tax requirements by integrating with your sales systems and alerting you when you may need to register and start collecting sales tax.

Other Tools We Use


Jasper helps you write blog posts, emails and more with AI that helps you find the right words to get your point across faster. Click the image to learn more.

Canva makes graphics easy and fun. Whether it is social media templates or a client proposal / presentation, you don't need to be a trained designer to create something beautiful. Click the image to sign up.

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Circle is where we host our podcast community. It is like the best of both worlds between Slack and Facebook groups. Try it now by clicking the image.


Riverside is my podcasting tool of choice. It is so easy for guests to participate and delivers a quality file for editing. Zoom wasn't made for podcasting, but this was.


Growthday is an app and tool designed by Brendon Burchard, a high performance coach and mentor. This app helps you track your habits and lifestyle goals in order to deliver your best energy day after day.


Fourwest implemented our text messaging service so that we can chat more about your questions and connect faster. They use the Community platform to help you reach your customers via text.

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