Not sure where to start with your business finances? Not ready to outsource your bookkeeping? We totally understand that diving into your business finances can feel overwhelming. You want to make sure you’re doing things right, and that's totally normal! You can do it yourself without really doing it all by yourself. We got your back!
You're more capable than you might think. Business finances may feel like a completely different language, but trust me—if I can do it, so can you! The real question is: are you ready to put in the effort to learn and grow your business? Are you open to adapting and making your business even stronger?
You don’t need to be an expert overnight. Start small, build your system, and improve it as you go. The goal isn’t perfection—it’s making steady progress that’ll set you up for success.
Take a deep breath and know that with the right mindset and tools, this doesn’t have to be overwhelming. You'll get the hang of it, and soon enough, you’ll feel more confident managing your numbers.
You’ve already taken the first step by deciding to dive in. Now, let’s get you started on the path to financial confidence with the resources we’ve put together for you! ↓
Maximize your deductions & keep more of your hard-earned money!
Grab this cheat sheet to ensure you’re not leaving money on the table. Simplified, easy-to-follow, and made for small business owners like you.
Bringing on a team and need payroll help? Gusto makes it surprisingly simple. It’s easy to navigate—and it even handles W-2s and 1099s for you!
Feeling overwhelmed by all the business credit card options? As a business owner and self-proclaimed finance nerd, I can confidently say the Chase Ink Unlimited Card is a standout—great cash back and even better customer service.
I work with tons of service-based creatives, and HoneyBook truly transforms how they book and manage clients. It’s feature-rich yet user-friendly—and it integrates smoothly with QuickBooks!
If you're ready to upgrade from a spreadsheet to real accounting software, QuickBooks Online Simple Start is a great choice! Just steer clear of the Self-Employed version—it can seriously hold you back as your business grows.
Notion is an all-in-one digital workspace where you can organize tasks, notes, projects, and more. It’s my go-to tool for keeping life and work in order—like having a personal assistant on standby. If you love structure even a little, you’ll be surprised how much clarity it brings.
Relay Financial is a business banking platform that doubles as a money manager—pay yourself, track cash flow, and stay organized with up to 20 accounts!