Our Recommended Tools

If you work with me, you already know — I care deeply about clean systems.

The right software saves time.
The wrong software creates chaos.

These are the tools I use inside my bookkeeping firm and recommend to my clients. They create structure, transparency, and efficiency — without overcomplicating things.

Transparency note: Some of the links below are affiliate links, which means I may earn a small commission if you sign up — at no additional cost to you. I only recommend tools I personally use and trust.

🏢 Accounting & Bill Pay

Bill.com

AP & AR automation with built-in approval workflows.

For associations especially, this is a game changer.

I use Bill.com to:

  • Route invoices to board members/manager for approval

  • Create clean audit trails for both AR and AP

  • Eliminate invoice approvals buried in email threads

  • Manage both Accounts Payable and Accounts Receivable

  • Allow owners / customers to have a portal to view payment history, invoices, and manage payments

  • Offer multiple payment options for vendors

If you’re still approving invoices via email — this will simplify your life.

👉 See how Bill.com works

If signing up through my affiliate link you get perks!

  • 10% off your subscription

QuickBooks Online

Cloud-based accounting that keeps everything organized and accessible.

I use QuickBooks Online for:

  • Financial reporting

  • Class tracking for multiple properties

  • Clean year-end CPA handoffs

  • Real-time visibility for boards and managers

It’s flexible, reliable, and integrates well with the rest of my tech stack.

👉 Start with QuickBooks Online

Relay Financial

Modern banking built for organized businesses.

I recommend Relay for:

  • Following profit first accounts

  • Creating dedicated accounts for specific properties

  • Clean user permissions

  • Easy integration with QuickBooks Online

👉 Open a Relay account

If signing up through my affiliate link you get perks!

  • $50 bonus (if funded within 10 days of approval)

  • Priority onboarding and better account defaults

  • VIP support access for first 90 days

💳 Banking

Gusto

Simple payroll with compliance built in.

I use Gusto for:

  • Employee and contractor payments

  • Payroll tax filings

  • Onboarding and basic HR tools

  • Clean reporting that syncs with accounting

  • Unlimited payrolls

It keeps payroll smooth without adding unnecessary complexity.

👉 Run payroll with Gusto

If signing up through my affiliate link you get perks!

  • Prepaid visa card

👥 Payroll & HR

Google Workspace

Professional email, file storage, and collaboration tools all in one place.

I rely on Google Workspace for:

  • Secure business email with my domain

  • Shared drives for organized client documentation

  • Calendar coordination

  • Clean file storage and permissions

It keeps communication and documentation structured — which matters in association environments.

👉 Start with Google Workspace

If signing up through my affiliate link you get perks!

  • 10% off your subscription

📧 Email & Collaboration

Next Insurance

Fast, straightforward small business insurance.

For businesses who need:

  • General liability

  • Professional liability

  • Certificates of insurance quickly

Next keeps it simple and affordable.

👉 Get a quote from Next Insurance

🛡️ Business Insurance

Dubsado

A CRM and workflow system that keeps your client experience organized and professional.

I use Dubsado to:

  • Send proposals and contracts

  • Collect secure electronic signatures

  • Automate onboarding workflows

  • Send invoices and payment reminders

  • Keep all client communication in one place

For service-based businesses (especially bookkeepers, property managers, and consultants), this eliminates scattered emails, missed steps, and manual follow-ups.

It creates consistency — which builds trust.

If your client onboarding currently looks like:

  • Email back and forth

  • Separate contract tools

  • Sticky notes and spreadsheets

Dubsado brings it all under one roof.

👉 Explore Dubsado

If signing up through my affiliate link you get perks!

  • 20% off your first month or year (with annual subscription)

📋 Client Management & Workflows

☎️ Business Communication

OpenPhone

A professional business phone system without the traditional phone bill headaches.

I use OpenPhone to:

  • Keep my business line separate from personal

  • Share access with team members if needed

  • Maintain clean call logs and text history

  • Present a professional, consistent contact point

If you’re running a business from your personal cell phone, this is an easy upgrade.

👉 Set up OpenPhone

If signing up through my affiliate link you get perks!

  • Prepaid visa card, after three months of service

Why This Stack Works

I don’t believe in software overload.

Each tool above:

  • Integrates cleanly

  • Reduces manual work

  • Creates transparency for boards and business owners

  • Supports proper internal controls

  • Keeps communication professional and documented

Good bookkeeping isn’t just about categorizing transactions.
It’s about building systems that protect your organization.

Need Help Setting It Up?

Software alone won’t fix broken processes.

If you’re not sure:

  • Which tools are right for your business

  • How to structure your bank accounts

  • How to implement approval workflows

  • How to personalize your operations

  • Or how to clean up what you already have

Let’s talk.

I help businesses build systems that actually work — not just look good on paper.

👉 Complete our inquiry form to schedule a discovery call