Most of you know—when I like something—whether it’s a movie, a friend’s puppy, an ice cream flavor or something that’s been critical in boosting my business—I can’t stop talking about it. Clients and friends are always asking me what would I recommend in terms of tools for both personal finance and to get a business started—and I’ve tried many. I don’t love them all, but the handful that I do LOVE I’ve recommended here so you can give them a shot. If you decide to try them, please use my affiliate link so we can have a win-win sitch. And let me know what other kinds of products you’re seeking. Thanks, all!


You Need A Budget (YNAB) - Personal Finance and Budgeting

There are very few tools I would call life changing. This is one. Now that I’ve been using YNAB for over a year, I’ve completely changed my habits, my approach and my mindset around money. You can read more about it in my blog post, I Tracked My Expenses For A Year And Here’s What I Learned. If you’re ready to transform your financial life, this is the best way to get started. 


Freshbooks Cloud Accounting - Small Business Accounting

When I started my business, I had no time for complicated technology or accounting. I tried a few tools before Freshbooks and I was SO stressed about how much time accounting would take me to manage. And I only had a couple of clients! Then, I tried Freshbooks and I was up and running in 15 minutes. My bank account was connected and my invoices had my brand new logo. I was simply legit. And it’s been a pleasure ever since. My accountant has his own login and he loves how easy it is to use. If you’re a small business or solopreneur, Freshbooks has truly figured you out—and I’m grateful they have because who knew that accounting would be a part of my business I actually enjoy! 


Acuity Scheduling - Online Scheduling

Some of my early clients know I griped about scheduling being the thing in my business that I loathed. I always used as my example of, “There are some parts of your dream job that you’re going to hate.” And I hate scheduling. So—I turned it over to the smart people at Acuity. Now all of my clients use a scheduling link so they can schedule on their own. They love that we don’t have to do the scheduling email dance. It’s not a pretty dance and it’s exhausting.  Also, I love that I can include a questionnaire for new clients so that I can get to know them before our session. 

ActiveCampaign - Email Marketing

I set up my newsletter nearly a year ago when I took some advice from a coach consultant around – keeping my list warm in between programs. As it turns out, it has become the creative practice on which I’ve come to rely for fresh ideas, self-reflection and connection with my growing tribe. Active Campaign has made this process seamless and an easy win each week.