This is our preferred bookkeeping software and we require all of our clients to use this program. Reach out to me if you need to sign up for a new account!
Get 20% off your first month or year with my link (or code “terrainbookkeeping”)! Dubsado is what I use for my new client inquiry form, discovery call scheduler and to send proposals and contracts. It helps keep me organized and allows for lots of automation, which saves me time. It’s great for creative agencies!
This bank is perfect if you implement the Profit First system as they have no monthly fees or minimum balance requirements and you can have up to 20 accounts with automatic transfers between them. *If you are one of my current clients, contact me to sign up so we can connect everything properly!*
This is the bank I use for my business as it allows for up to 5 free sub-accounts (great for Profit First lite!) and you can earn up to 2% interest on your checking accounts if you meet very minimum requirements!
This is a credit card I use for my business. It’s easy to add a bookkeeper’s read-only access, too!