Guide

Resource

The everyday tools I use for my health and my business! As a note, I am an affiliate for some of these companies, which means I get a kickback if you use my code or link. I only recommend tools I personally use and love!

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Favorite Softwares

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Start sending gorgeous emails. FloDesk is an easy to use email software. Use the link below to get 50% off!

FloDesk

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Manage your money and keep everything organized with QuickBooks. 30% off when you sign up with me.

Quickbooks

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This is *LITERALLY* what I use to run my business. 

FINANCIAL CENTS

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Hate your website? You won't when you use Showit. Use my link to get a free month!

Showit

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Need clear processes? We use Loom + Loom AI to record SOPs, making it easy to explain workflows.

LOOM

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Too many moving parts? Asana helps you track tasks and projects in one place, so nothing gets missed.

ASANA

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Freebies

Use this checklist to get your business financials ready for your CPA or tax preparer—tackle tax season with confidence.

The Ultimate Checklist for Tax Ready Financials

Be aware of the most common mistakes so you can avoid them!

The 8 Biggest Financial Mistakes Small Businesses Make

What's On My Bookshelf

The Mind Your Business Podcast // James Wedmore

The Ambitious Bookkeeper // Serena Shoup

Profit Answer Man // Rocky Lalvani

Velocity // Vista Chamber Podcast

People, Purpose and Impact // Carlsbad Chamber


Podcasts

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