Our favourite tools and sites

These tools revolutionized the way we do business. I promise that something here will make your home or business run better, faster or more efficiently. Check them out! I won’t even say “I told you so.”

 

 Xero Online Accounting Software is amazing web-based accounting software. Simply put, it is flexible, smart, mobile and pretty. It has changed how I and many of my clients do business! It connects people with the right numbers anytime, anywhere, on any device. For accountants and bookkeepers, it helps build a trusted relationship with small business clients through online collaboration.

Did you know? Businesses with a revenue plan grow 60% faster than those that don’t! Don’t start 2016 without one! The Planathon is a FREE online event hosted by my good friend & smart business owner Amber McCue! She knows her stuff when it comes to planning. Sign up for free!

Denise’s Lucky Bitch Bootcamp may have been the most essential part of getting my business to where it is today. She preaches what she believes. Her success is proof enough for me. If you are having trouble getting ahead, realizing your true worth or taking your business or life to the heights you dream of, you need to check out what Denise is all about.

Stuck on pricing? Don’t know what you should charge? Check out the Free Pricing Workshop also by the lovely Denise Duffield Thomas. You won’t regret it!

Do you have a cloud based business, work with clients who do, or know someone who does? Freshbooks puts everything in one easily accessible place. It minimizes paperwork, doesn’t leave you tied to your home computer and most of all just makes things easier so you don’t spend as many hours pulling your hair out.

 Rainmaker has made creating my website much easier. It has helped me masquerade as the accomplished website builder I am not. Anyone with some time and patience can use this wonderful platform to turn their website into what they dream it could be.

Need to get people’s attention when they first hit your website? I found the built in email capture forms that came with Rainmaker not quite what I wanted so I looked and found SUMO ME. What a find! Not only great email capture forms but a whole host of FREE tools to capture and keep people engaged with your site. Check it out here.

I can’t rave enough about how 17 Hats has changed my world. I use it to onboard all my clients, handle all my leads and I also use it to manage my team onboarding as well. Well worth every penny (and it’s pretty cheap) as it saved my hiring a part time team member. Everything runs like clockwork & all on auto-pilot! Easy peasy. 17 Hats rocks!

I finally made the move to a “proper” email management software and chose Active Campaign for a variety of reason including it’s amazing (and easy) ability to create seamless email funnels and sequences based on specific actions by my readers. The tagging is excellent and the templates are beautiful. All around a great product, at a great price, with awesome support. What more can you ask for?

Scheduling and time booking… What do you use? I love Acuity because it allows me to create packages with blocks of time to sell to my clients, has the ability to integrate with my google calendar and zoom and allows me to have all of my clients complete an intake questionnaire when booking time. Saves time for me all over the place! Acuity offers a free trial and really budget friendly pricing.

A new tool that I have started using with my team is Hubstaff. Although I started my hiring using Upwork I now do much of my hiring outside of a “portal” and need some way for for my remote workers to track their time. Hubstaff allows me to create my invoices efficiently and my team to get paid quickly and easily. Low fees and a great service.

 Hubdoc… I could go on and on for hours about how they rock my world! But I won’t bore you. Check out their video here that explains it all. Total online filing cabinet and automated document feed to your online accounting software. Hubdoc changed the way I did business with my clients and how they manage their own businesses. See for yourself.

BORING DISCLAIMER:   I’d like to be transparent and disclose that I am an affiliate for many of the tools I have recommended above.  ALL of the products that I share are products that I have personally used & HIGHLY recommend. The links will earn me a small commission if you purchase using them and cost you no extra to do so. Just wanted you to know that I wouldn’t have them here if I didn’t totally believe in them.