The Toolkit

Trusted Tools to Build Reliable Accounting Operations and Support Smarter Business Decisions

The Toolkit is my carefully curated collection of software, services, and resources that I use, have tested, and confidently recommend to make your accounting simpler and more efficient.

Disclosure: Some of the links below are referral or affiliate links. This means I may receive a small commission if you choose to sign up, at no extra cost to you. I only recommend tools and software that I currently use or have used in the past and truly enjoy working with, especially from the perspective of an outsourced accountant supporting small business clients.

QuickBooks Online (QBO)

My go-to accounting software for small businesses. QuickBooks Online is an easy way to keep your business finances organized, track expenses, and see how your numbers look anytime, anywhere. It’s cloud-based, easy to use, and makes collaboration smooth whether you're doing your own books or working with an accountant (like me).

Check it Out

Xero

Xero is another great choice for small business accounting. Many of my accounting colleagues recommend it for its simple design, cloud-based access, and smooth collaboration features. It helps business owners stay organized, manage invoices and expenses, and always have a clear view of their finances from anywhere.

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Relay Financial

Relay Financial makes business banking and cash flow management simple. You can open accounts, issue virtual cards to control spending, send invoices, receive payments, and easily move money in and out of your business—all in one place.

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Bill (formerly Bill.com)

A solid option for managing accounts payable and bill approvals if your business is a little more complex. It helps you stay organized and keeps the payments flowing without the spreadsheet chaos. Bill has also expanded their services to include spend management through their acquisition of Divvy. If you have multiple company cards this is a great way to lock down spending.

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Anchor

This is the tool I use to manage proposals, contracts, and billing with my clients. It keeps everything in one place, from onboarding to auto-payments, and makes the whole process easier for both sides.

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Bill (formerly Bill.com)

Not only can Bill be used for a spend management solution, you can also use Bill to collect your receivables.

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Relay Financial

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Grab your FREE Year-End Bookkeeping Guide. Get the simple checklist to organize your records, minimize tax stress, and prepare for a profitable new year.

4 KPIs Every Small Business Should Track

The goal in tracking KPIs is to focus on key metrics that give you insights into the health and growth of your business. In this blog I’ve narrowed it down to 4 key metrics that are simple enough not to overwhelm you but important enough to help you grow.

Oct 294 min read

Is Your Accounting Tech Stack Helping or Hurting?

The lesson? The right tool makes your life easier. The wrong tool, or even way too many tools, can slow you down, cost you money, and give you a headache.

Aug 224 min read

Build a Foolproof Month-End Close SOP

The thing about accounting is that it has a rhythm. Some tasks happen every week, others every month, quarter, or year. When you set up a system around that rhythm, those tasks become faster, smoother, and far less overwhelming. Which is where a solid month-end close process comes in.

Aug 62 min read

Business Operations Tools

Next Insurance

Affordable, easy-to-manage business insurance. Perfect for solo owners or small teams who want coverage without jumping through hoops.

Check out Next Insurance

Google Workspace

A set of tools like Gmail, Drive, Docs, and Sheets that lets you run your business from anywhere. Great for staying organized and collaborating in real time.

Check out Google Workspace

Wix

A simple, flexible website builder that's great for service-based businesses. Easy to use, professional-looking, and no coding required.

Build your Wix Website

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