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Financial Automation
Running a business requires smart systems that help you save time, reduce errors, and boost efficiency. Below is a growing curated list of trusted tools that we personally recommend for accounting, bookkeeping, payroll, and financial automation.
✔ Cloud-based bookkeeping with unlimited invoices and vendors
✔ Mobile receipt uploads & matching
✔ AI automation for categorization, reconciliation, invoice generation and reminders, client communication, spot potential cash flow shortages, and more
Perk Alert! Bonuses rotate often - reach out to unlock the latest!
✔ Automated payroll with direct deposit & tax filings
✔ Employee benefits integration (401k, health insurance)
✔ Seamless onboarding for new hires
Perk Alert! Get $100 when you process your first payroll!
Relay Bank
Business Banking for the Modern Entrepreneur
✔ Unlimited checking accounts and Profit First setup
✔ High-yield savings accounts
✔ No account fees + built-in approval workflow
Perk Alert! Cash Bonus when you fund your account with $100! Ask me!
Must-Read Books for Business Owners
Success in business isn’t just about numbers - it’s about leadership, strategy, and creating an unforgettable experience for clients and employees. These books provide practical, game-changing insights to help entrepreneurs scale their businesses, improve financial health, and elevate company culture.
Profit First, Mike Michalowicz
Transform your Business Finances
✔ Flip traditional accounting to prioritize profit first
✔ Create a cash flow system that ensures financial sustainability
✔ Eliminate money stress with actionable financial discipline
Multipliers, Liz Wiseman
How the Best Leaders Make Everyone Smarter
✔ Learn how to amplify the intelligence and productivity of your team
✔ Recognize diminishing leadership habits that stifle innovation
✔ Become a leader who empowers others to perform at their best
Unreasonable Hospitality, W.G.
Elevate Customer Experience
✔ Learn how exceptional service creates lifelong customer loyalty
✔ Apply hospitality principles to ANY business, not just restaurants
✔ Transform ordinary transactions into unforgettable moments