Resources
Are You Leaking Profit Like a Bad Relationship?
Take the 2-minute checklist to uncover what’s secretly draining your income—and your sanity.
If you’re a creative CEO or agency owner who’s ready to stop flying blind with your finances, this spicy little checklist is about to call you out… and lift you up.
Business Tools We've Used & Recommend
Our 3 Favorites
Bank
Payroll
The Book
Bank
Payroll
The Book
Money & Financial Tools
SALES TAX AUTOMATION: The Avalara platform calculates a wide range of indirect tax types in real time, including VAT and U.S. sales and use tax. Every year we remit billions on behalf of businesses worldwide, relieving them from the tedious burden of the returns process.
BUILD BUSINESS CREDIT: Start building credit in your business with Capital One’s Spark business card. Doesn’t hurt that they offer other benefits too – why not get cash back on expenses you’re already spending. APPLY HERE
CREDIT REPORTS:Â Looking to improve your credit? Only $1 to try the IdentityIQ Credit Preferred Plan – for 7 days – then $19.95/month. Includes reports and scores from all 3 agencies!
PROFIT FIRST APP is HERE! A visually appealing, easy-to-understand, automated Profit First software. Helps you implement Profit First and maintain your game plan. This is a web-based tool to help you understand your numbers when using the Profit First system by connecting to your bank accounts (and no, it does not allocate funds for you, but it does give you a plan with how much to allocate).Â
OFFICIAL PROFIT FIRST BANK! Relay is banking designed for growing businesses and their advisors (us). It auto-syncs your banking data with QuickBooks Online or Xero, helps you manage cash flow, automate payables, and manage spending across categories or teams. This ensures we have the data we need to help you manage your business.Â
ONLINE PAYMENT PROCESSOR: Stripe is a financial infrastructure platform that enables businesses to accept payments online and in person, and manage their finances.
BUDGET TOOL:Â Looking for a budgeting tool? Try YNAB (You Need A Budget) – you’ll receive a 34-day free trial, AND by clicking below you’ll receive an additional month FREE when you purchase a plan (monthly/annually).Â
Bookkeeping & Accounting
ACCOUNTING SOFTWARE: QuickBooks is one of the most popular and most used accounting software worldwide. QuickBooks offers a centralized solution that connects invoicing, payroll, reporting, and tax filing into one place.
BOOKKEEPING & PAYROLL SOLUTIONS: Streamline Your Finances with Expert Support from Xact Numbers. Get precise bookkeeping, smooth payroll, and clear reporting — all designed to keep your business organized, compliant, and growing strong.
ACCOUNTING SOFTWARE: Xero is our preferred accounting software. Not only is it more user-friendly for the non-accounting business owner, but as a Certified Advisor we have access to promo codes to help you save money. Let us know if you need help determining which plan is best for you. WHY XERO
Operations & Project Management
PROJECT MANAGEMENT: ClickUp is an all-in-one project management and productivity tool that helps business owners streamline tasks, track goals, and collaborate efficiently. With customizable workflows, automation, and integrations, it’s a powerful resource for staying organized and scaling your business with ease. SIGN UP HERE
TIME MANAGEMENT: Clockify is a free, web-based time tracking software that allows individuals and teams to log their work hours across projects.
CLOUD COMPUTING, PRODUCTIVITY, & COLLABORATION: Google Workspace is a suite of cloud-based productivity and collaboration tools from Google, formerly known as G Suite. It includes apps like Gmail, Calendar, Drive, Docs, Sheets, Slides, Meet, and more.
PASSWORD MANAGER: LastPass is a password management service that allows users to securely store, generate, and autofill passwords, usernames, and other sensitive data.
MILEAGE TRACKER:Â While we’re always looking for ways to save on taxes, tracking your mileage can help! Plus it allows you to see how much you’re spending in travel to make better decisions in the future. Why not have it automated through an app that’s always running in the background without running down your battery? Get 40 drives per month free or only $59.99/year (totally worth it!).
TEAM COMMUNICATION PLATFORM: Slack is a business messaging platform that enables teams to communicate and collaborate in a more organized and efficient way.
TASK MANAGEMENT: Your all-in-one productivity app. Manage tasks, calendars, habits, and more. Sync across all devices. Start for free!
EMAIL MANAGEMENT:Â A cleaner inbox is just a click away! Unroll.me gives you the tools to manage a cluttered mailbox full of pesky subscription emails. This is a free service that helps you save time going through the emails that come through your inbox and we use for all of our emails.
VIDEO MEETING TOOL: Zoom is a cloud-based video conferencing platform that allows users to connect virtually for meetings, webinars, and live chat.
Client Management & Systems
CLIENT BOOKING SYSTEM: Acuity Scheduling is a complete online scheduling solution for your business. Acuity offers powerful tools, including calendar syncing, automated email and text message reminders, payment processor integrations, and more.
SCHEDULING AUTOMATION: Calendly is a scheduling application that allows individuals and organizations to easily book meetings and appointments without back-and-forth email exchanges.
CRM: Want a simple tool to manage your clients, systemize contracts and forms, and automate your workflow and schedule? Get 20% off your first paid month or year!
CRM/AUTOMATION/WORKFLOWÂ
(PREFERRED):Â Your all-in-one tools for business with TAIOS – Total All-In-One Solutions! This includes email/sms marketing, sales funnels, website builder, call tracking, sales & forms, scheduler, CRM & pipeline management, tracking & analytics, courses/product, reputation management, and much more including support.
Legal & Contracts
LEGAL CONTRACTS:Â Plug & Play, Lawyer-Created Contract Templates for Online Business Owners: Coaches, Course Creators, & Service Providers. Without the typical fees of an attorney!
ELECTRONIC SIGNATURE TOOL: HelloSign, now known as Dropbox Sign, is an e-signature platform that allows users to sign and send documents electronically, replacing the need for physical signatures.
Media & Social Media
DESIGN MADE EASY: Canva is a graphic designplatform that allows users to create a wide range of visual content. That includes social mediagraphics, presentations, posters, documents, and other visuals for social channels, websites, and marketing materials.
VIDEO MESSAGING TOOL: Record your screen and camera with one click. Share that content in an instant with a link. Loom is the industry leading screen recording tool.
SOCIAL MEDIA: Painless Posting™ is designed to help small and medium-sized businesses grow by simplifying social media management with powerful tools that automate and streamline your most time-consuming tasks. You can post to all 8 major platforms, schedule posts and use other tools such as AI and Canva that integrate with the system.
Networking & Community
NETWORKING ORG: Master Networks is my go-to networking group. If you’ve been looking for a national organization to join where referrals are a benefit to being a member, click the logo!
GROUP COLLABORATION: Slack is a business messaging platform that enables teams to communicate and collaborate in a more organized and efficient way.
VIRTUAL NETWORKING: Zoom is a cloud-based video conferencing platform that allows users to connect virtually for meetings, webinars, and live chat.
Domain & Tech Tools
SECURE CREDENTIAL STORAGE: LastPass is a password management service that allows users to securely store, generate, and autofill passwords, usernames, and other sensitive data.
MOBEXPRO:Â All in one Sales & Marketing Solution. This program will allow you to automate your email, text messaging, webinars, social media marketing all in one solution.
DOMAINS:Â The internet’s cheapest domains! While domain’s are inexpensive to begin with, why not save where you can? Use coupon code “PROFITFIRST” to save another $1 off your order.Â
GROUP COLLABORATION: Slack is a business messaging platform that enables teams to communicate and collaborate in a more organized and efficient way.
VIRTUAL NETWORKING: Zoom is a cloud-based video conferencing platform that allows users to connect virtually for meetings, webinars, and live chat.
SALES TAX AUTOMATION: The Avalara platform calculates a wide range of indirect tax types in real time, including VAT and U.S. sales and use tax. Every year we remit billions on behalf of businesses worldwide, relieving them from the tedious burden of the returns process.
BUILD BUSINESS CREDIT: Start building credit in your business with Capital One’s Spark business card. Doesn’t hurt that they offer other benefits too – why not get cash back on expenses you’re already spending. APPLY HERE
CREDIT REPORTS:Â Looking to improve your credit? Only $1 to try the IdentityIQ Credit Preferred Plan – for 7 days – then $19.95/month. Includes reports and scores from all 3 agencies!
PROFIT FIRST APP is HERE! A visually appealing, easy-to-understand, automated Profit First software. Helps you implement Profit First and maintain your game plan. This is a web-based tool to help you understand your numbers when using the Profit First system by connecting to your bank accounts (and no, it does not allocate funds for you, but it does give you a plan with how much to allocate).Â
OFFICIAL PROFIT FIRST BANK! Relay is banking designed for growing businesses and their advisors (us). It auto-syncs your banking data with QuickBooks Online or Xero, helps you manage cash flow, automate payables, and manage spending across categories or teams. This ensures we have the data we need to help you manage your business.Â
ONLINE PAYMENT PROCESSOR: Stripe is a financial infrastructure platform that enables businesses to accept payments online and in person, and manage their finances.
BUDGET TOOL:Â Looking for a budgeting tool? Try YNAB (You Need A Budget) – you’ll receive a 34-day free trial, AND by clicking below you’ll receive an additional month FREE when you purchase a plan (monthly/annually).Â
Bookkeeping & Accounting
ACCOUNTING SOFTWARE: QuickBooks is one of the most popular and most used accounting software worldwide. QuickBooks offers a centralized solution that connects invoicing, payroll, reporting, and tax filing into one place.
BOOKKEEPING & PAYROLL SOLUTIONS: Streamline Your Finances with Expert Support from Xact Numbers. Get precise bookkeeping, smooth payroll, and clear reporting — all designed to keep your business organized, compliant, and growing strong.
ACCOUNTING SOFTWARE: Xero is our preferred accounting software. Not only is it more user-friendly for the non-accounting business owner, but as a Certified Advisor we have access to promo codes to help you save money. Let us know if you need help determining which plan is best for you. WHY XERO
Operations & Project Management
PROJECT MANAGEMENT: ClickUp is an all-in-one project management and productivity tool that helps business owners streamline tasks, track goals, and collaborate efficiently. With customizable workflows, automation, and integrations, it’s a powerful resource for staying organized and scaling your business with ease. SIGN UP HERE
TIME MANAGEMENT: Clockify is a free, web-based time tracking software that allows individuals and teams to log their work hours across projects.
CLOUD COMPUTING, PRODUCTIVITY, & COLLABORATION: Google Workspace is a suite of cloud-based productivity and collaboration tools from Google, formerly known as G Suite. It includes apps like Gmail, Calendar, Drive, Docs, Sheets, Slides, Meet, and more.
PASSWORD MANAGER: LastPass is a password management service that allows users to securely store, generate, and autofill passwords, usernames, and other sensitive data.
MILEAGE TRACKER:Â While we’re always looking for ways to save on taxes, tracking your mileage can help! Plus it allows you to see how much you’re spending in travel to make better decisions in the future. Why not have it automated through an app that’s always running in the background without running down your battery? Get 40 drives per month free or only $59.99/year (totally worth it!).
TEAM COMMUNICATION PLATFORM: Slack is a business messaging platform that enables teams to communicate and collaborate in a more organized and efficient way.
TASK MANAGEMENT: Your all-in-one productivity app. Manage tasks, calendars, habits, and more. Sync across all devices. Start for free!
EMAIL MANAGEMENT:Â A cleaner inbox is just a click away! Unroll.me gives you the tools to manage a cluttered mailbox full of pesky subscription emails. This is a free service that helps you save time going through the emails that come through your inbox and we use for all of our emails.
VIDEO MEETING TOOL: Zoom is a cloud-based video conferencing platform that allows users to connect virtually for meetings, webinars, and live chat.
Client Managment & Systems
CLIENT BOOKING SYSTEM: Acuity Scheduling is a complete online scheduling solution for your business. Acuity offers powerful tools, including calendar syncing, automated email and text message reminders, payment processor integrations, and more.
SCHEDULING AUTOMATION: Calendly is a scheduling application that allows individuals and organizations to easily book meetings and appointments without back-and-forth email exchanges.
CRM: Want a simple tool to manage your clients, systemize contracts and forms, and automate your workflow and schedule? Get 20% off your first paid month or year!
CRM/AUTOMATION/WORKFLOWÂ (PREFERRED):Â Your all-in-one tools for business with TAIOS – Total All-In-One Solutions! This includes email/sms marketing, sales funnels, website builder, call tracking, sales & forms, scheduler, CRM & pipeline management, tracking & analytics, courses/product, reputation management, and much more including support.
Legal & Contracts
LEGAL CONTRACTS:Â Plug & Play, Lawyer-Created Contract Templates for Online Business Owners: Coaches, Course Creators, & Service Providers. Without the typical fees of an attorney!
ELECTRONIC SIGNATURE TOOL: HelloSign, now known as Dropbox Sign, is an e-signature platform that allows users to sign and send documents electronically, replacing the need for physical signatures.
Media & Social Media
DESIGN MADE EASY: Canva is a graphic designplatform that allows users to create a wide range of visual content. That includes social mediagraphics, presentations, posters, documents, and other visuals for social channels, websites, and marketing materials.
VIDEO MESSAGING TOOL: Record your screen and camera with one click. Share that content in an instant with a link. Loom is the industry leading screen recording tool.
SOCIAL MEDIA: Painless Posting™ is designed to help small and medium-sized businesses grow by simplifying social media management with powerful tools that automate and streamline your most time-consuming tasks. You can post to all 8 major platforms, schedule posts and use other tools such as AI and Canva that integrate with the system.
Networking & Community
NETWORKING ORG: Master Networks is my go-to networking group. If you’ve been looking for a national organization to join where referrals are a benefit to being a member, click the logo!
GROUP COLLABORATION: Slack is a business messaging platform that enables teams to communicate and collaborate in a more organized and efficient way.
VIRTUAL NETWORKING: Zoom is a cloud-based video conferencing platform that allows users to connect virtually for meetings, webinars, and live chat.
Domains & Tech Tools
SECURE CREDENTIAL STORAGE: LastPass is a password management service that allows users to securely store, generate, and autofill passwords, usernames, and other sensitive data.
MOBEXPRO:Â All in one Sales & Marketing Solution. This program will allow you to automate your email, text messaging, webinars, social media marketing all in one solution.
DOMAINS:Â The internet’s cheapest domains! While domain’s are inexpensive to begin with, why not save where you can? Use coupon code “PROFITFIRST” to save another $1 off your order.Â
WORKSPACE MESSAGING APP: Slack is a business messaging platform that enables teams to communicate and collaborate in a more organized and efficient way.
VIDEO CONFERENCING SOFTWARE: Zoom is a cloud-based video conferencing platform that allows users to connect virtually for meetings, webinars, and live chat.
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