Not Quite Ready to Hire A Bookkeeper?
Running a small business is a lot, and bookkeeping might not be the part you look forward to, or even really have time for. But here’s the thing—you don’t have to hire someone right now to get organized. I put together a free step-by-step email series that walks you through exactly what to do each week, month, and quarter to keep your books clean and stress-free.
It’s written for busy business owners (like you!) who want to learn the ropes, save time, and feel confident about their numbers—without all the accounting jargon. When you’re ready for someone else to take it off your plate – we hope you’ll consider us.
Take Control of Your Business Finances
Simple, done for you tools to save time, increase profit, and grow with confidence.
The Right Tools Make Bookkeeping Easy
Running your business finances doesn’t have to be complicated—you just need the right tools in your corner. I’ve tested and used a variety of software, including bookkeeping and finance platforms, and these are the ones I recommend to small business owners who want to save time and keep their books clean.
Whether you’re just starting out or looking to upgrade your system, you’ll find options here that fit your needs and budget:
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Google Business Workspace – you can run your entire business from one platform – simple, secure, and built to grow with you.
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QuickBooks Online – Perfect for small service-based businesses who want all-in-one bookkeeping and easy integrations in a scalable package. Tip: Quickbooks Self Employed will not upgrade within Quickbooks to the other tiers with additional features. I recommend starting with Simple Start as the lowest tier.
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Xero – A user-friendly bookkeeping software option with great reporting features for business owners who want clarity at a glance.
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Gusto – Simplify paying yourself and your team, while staying compliant with tax regulations. Top tier customer service.
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Relay Financial – Business banking that works as hard as you do. Prioritizes the Profit First Method.
- American Express – Power your business with rewards, reliability, and financial flexibility from American Express.
- Asana Task Management – Stay organized and keep projects moving with Asana’s simple, powerful task management.
Click the links above to explore the tools and see which one fits your business best.
Pro Tip: No matter which system you choose, the most important part is getting started. Having software and processes in place now will save you hours of stress later.