The BEST Online Tools and Resources for Business Owners

As entrepreneurs, navigating the multitude of decisions can be overwhelming. Fortunately, with our experience in the online business, we recommend a selection of time-saving tools, apps, and resources!

If something is already working well for you, there's no need to change it! However, if you're seeking enhanced efficiency and streamlined financial systems, here are some of the resources we highly recommend.

QuickBooks Online (QBO)

QBO is the premier cloud accounting software for business owners. Its user-friendly interface facilitates seamless setup and data importation from spreadsheets. Additionally, it seamlessly syncs with your bank account and integrates with other technologies to further streamline your financial operations. We exclusively utilize QuickBooks Online in our client engagements because we believe it surpasses all others.

Pro tip: When creating your account, opt for either the Simple Start or Essentials plan (NOT the Self-Employed plan) to access the full array of features!

We will guide on selecting the appropriate plan for your needs or even handle your bookkeeping entirely, allowing you to focus on your business's core activities!

Sign up for QuickBooks Online using the link provided for a 30% discount for the first 6 months.

Asana

Asana is perfect for those who want a simple, colorful, and easy to use project management system. It has a totally robust free plan that lets you add up to 15 team members, and you can view your tasks in a variety of ways (depending on the needs of the project). We absolutely LOVE using Asana to maintain all of our tasks and projects to make sure we’re hitting deadlines and executing our client work efficiently!

Sign up for Asana

Lastpass…

We love LastPass because it keeps our passwords secure and accessible, making our digital life hassle-free. It's reliable, easy to use, and saves us time. We recommend it to our clients for the same reasons: top-notch security, convenience, and peace of mind.

Sign up for Lastpass

Slack

We love Slack for communicating with our virtual team, but some business owners also enjoy using it to communicate with clients! Slack makes it super easy to keep conversations organized by allowing you to create specific channels per client, department, or topic.

Our favorite part about Slack is the ability to use the search function to recall information. This way, if you know you spoke about a change in procedure or a client detail, it's super easy to reference the conversation thread.

Slack also integrates with many other apps like Loom, Asana, and Google Drive!

Sign up here for Slack

Relay

Relay is not technically an app or software, but it IS an essential online tool that we couldn't live without! Relay is a bank that only works with business owners, no personal accounts allowed.

We Love Relay because they offer multiple checking accounts with absolutely ZERO fees. Depending on the structure of your business (Sole Proprietor, LLC, S Corp...) you can open several accounts as needed. This is perfect for business owners who use the Profit First method and require a lot of checking accounts, but do not want to pay monthly fees. I can't tell you how happy we are with the customer service and products that Relay provides!

Sign up here for Relay

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