Small business bookkeeping tools that’ll make life easier (and save you a chunk of change too!)
Numbers by Jen’s list of faves, coming right up.
Get the guide
Managing your money comes with a lot of new terms, tasks, and deadlines. I walk you through it all with definitions (in plain English!), roundups of important dates, bookkeeping checklists, recommended tools, and more.
Download your free guide for a roadmap to what to do + when to do it to keep your books on track!
Your free how-to for getting started with your books
The Beginner’s Guide to Bookkeeping
Dubsado is how I keep just about everything organized. I use it to schedule appointments, send proposals & invoices, send surveys, onboard clients, & more. Plus, they have amazing customer service. Save 20% with my link!
sleek client management
Dubsado
Relay is a no-fee online banking & money management platform. Seriously – no fees, no minimum balances, no drama. You’ll spend, save and plan more efficiently. Plus, you can literally open an account in 10 minutes.
Finally, a bank you'll love
Relay Bank
I didn't want to like Kajabi because I felt like it was expensive. But damn it, I signed up for the free trial and I have to say – it’s completely worth it. I use it for digital sales pages & carts, email management, and affiliate program management. Snag a free month with my link!
emails, product sales, everything
Ka jabi
get 30 days free
check out relay
save 20% on dubsado
Organize with asana
Confession: I’m not a list person. (Weird for someone who loves organizing numbers, right?) But this program keeps me and my team on track. And doesn’t it feel so good to check something off your to-do list?
task management
Asana
snag your Free month
Showit’s drag and drop functionality takes the headache out of designing and maintaining your website. (Plus, there are so many gorgeous templates you can use!) They also have awesome customer service, which is a must for me. Use my link for a free month!
Website platform
Showit
create With canva
Making graphics is right up there with bookkeeping for a lot of people – aka not exactly their favorite task. Canva Pro’s all-in-one design platform makes it fast and easy to whip up your Instagram posts & stories and then get back to what you love.
social media graphics
Canva Pro
