Here are some of our favorite products and services we recommend to clients.
Bookkeeping & Tax Preparation
Misa Bacon, Perfectly Kept Books
Misa truly makes your bookkeeping experience positive and enjoyable. She works with women-owned businesses in creative industries and 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. She specializes in bookkeeping for small business owners, including Permanent Make-up. She is based in California.
Casy Price, Midnight Sun Bookkeeping
Casy loves a good cleanup project. If you need to get caught up and untangle a QBO mess, Casy and her team will come to the rescue. Casy is based in Alaska and Arizona.
Vanessa Rincon, VEe Endeavors Inc.
Vanessa has over 20 years of experience in the tax industry. She loves to educate and support Solopreneurs seeking to expand on tax strategies to reduce liability. She is based in Southern California.
Faith Matlock-Johnson, EA, The Gabby Dade Institute
Faith has a passion for taxes and helping business owners not only minimize their liability, but also understand how their habits affect their tax bill. She is based in Texas.
Jessica Smith, EA aka Tax Savvy Jessica
Jessica is an Enrolled Agent with extensive experience in resolution. If you owe a large bill or need to create a payment plan for your taxes, look no further.
Louise Hipperson & The Finance Agency
Ready to get financially organized in your business? The TFA team will take over your bookkeeping so you can get insight to grow a profitable and sustainable business. They are based in AZ and serve clients nationwide.
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.
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.
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.
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.