A Toolkit to Boost Your Business
Here’s a list of small business resources some of my small business clients and I find useful.
(Why the picture of a cat? Because cat pictures are great ways to perk up your business. Just kidding … No, I’m not.)
I don’t own the websites listed below and therefore am not responsible for their content. Please be aware some links may be affiliate links.
Small Business How-To
SBA – The U.S. Small Business Administration – this organization offers education and funding opportunities to small businesses.
Small Business Software
Wave Accounting – Accounting software best suited for small service-based businesses and solo business owners (“solopreneurs”). Wave is free, but also a great way to move away from beloved pen & paper or spreadsheets.
QuickBooks Online – One of the best known accounting software available. Fairly easy to navigate, but the user interface and reporting may not seem user-friendly at first. Paid subscription required.
Xero – Proclaiming itself “beautiful accounting software”, Xero delivers that and more. It has one of the best user interfaces in the accounting software marketplace, but also has features and reports to grow with your business.
Zoho Books – One of the software available by Zoho, which also created Zoho One (a suite of business apps). This accounting software is for growing businesses or larger. Lots of features and reports, which also integrate with the rest of the Zoho apps, including Zoho CRM.
Sage 50 – This accounting software was known as Peachtree Accounting. It’s a really robust software that supports businesses with solid bookkeeping workflows and systems in place. There are lots of features and reports to use and the user interface may take a while to navigate.
Kashoo – Made with the DIY business owner in mind, this accounting software has a user-friendly interface and useful features (and reports) for running your solo or growing business. Like some of the others in this list, it’s been around for a long time.
Project Management Software
Asana – This is one of the faves in my toolkit, because I juggle bookkeeping client projects and my other projects on an ongoing basis. I use Asana to brainstorm, plan & track projects from start-to-finish, as well as recurring projects.
The flexibility of this software to fit a solopreneur (solo entrepreneur) like me, but also to scale up for growing businesses and teams is one of its best features.
Trello – While some users may think there’s a battle between Asana & Trello, it’s truly a matter of preference. I like Trello and have a couple of Trello boards, but Asana is more intuitive to me.
That said, I know a lot of small business owners who live & breathe by their Trello boards. The project & task views & features are similar to Asana, but try them both & see which you prefer.
Document Management Software
Box – One of my must-haves (and must-recommends) for secure document storage. It has an intuitive interface and it’s easy to use, even as powerful as it is. You can store and edit documents. If you’re on the go, then go with Box.
Dropbox – This is also one of my must-haves/must-recommends. Like Box, you can get more storage space, if needed. I use Dropbox almost as much as I use Box.
Evernote – I haven’t even begun to tap into all the wonder that is Evernote. I spend most of my time with tags & the Web Clipper. If you want to put something in a binder or notebook, but want to keep it digital, Evernote may just be the answer.
Hubdoc – Love this software for gathering financial documents for my clients, so I can see them all in one place. Bills? Check images? Bank statements? Credit card statements? All YES!
And, besides managing & storing documents, Hubdoc (now part of the Xero family) syncs with a lot of accounting software including some listed above.
Qbox by CoralTree – One of my fave recommendations for anyone needing to share their QuickBooks Desktop files. Hands down a worry-free & smart solution for businesses of all sizes! Read this great overview here.
SmartVault – Another awesome software for sharing & storing files. Like Hubdoc, SmartVault syncs with a lot of accounting software.
Expenses / Vendor Management Software
Expensify – When you need to manage your expenses/spending, using Expensify will make things easy peasy breezy! The creators of Expensify wanted a simple & useful way to track expenses, so they developed it! Helpful app for solo businesses and larger.
Plooto – Paying bills easily means paying bills on-time. Plooto is an app designed to help keep vendor bill payment simple. A bonus is it’s also an app to get YOU paid easily and on-time.
Employee Management Software
When you need to manage the details of your team members (contractors or employees or just yourself), check out these options:
BambooHR – HR (human resources) is not a breeze on a good day. But, BambooHR wants to meet your business wherever it is – just growing or full-grown. Whether you’re on-boarding employees or tracking applicants, BambooHR has easy-to-follow steps and support available.
T-Sheets – Tracking employee time is the pits. I’ve seen everything from sticky notes (I wish I were joking), to punch-clocks to spreadsheets. The T-Sheets crew thinks employee tracking should be fun & they take it a bit further, offering tools to make scheduling easier. T-Sheets is now part of the QuickBooks family, so integration is no-brainer.
PayLogics – Formerly known as Payroll Experts, PayLogics is your one-stop shop for all things payroll & HR. Their experts are your experts, whether you have a payroll of 1 or 100. PayLogics will keep you on track, just like that!
Am I missing a resource you find useful in YOUR business that can help OTHERS? Let me know!
Want to learn more about any of the tools listed in the toolkit? Schedule a time on my calendar below & let’s chat!