A QUICK NOTE ON AFFILIATE LINKS:
Some of the links on this page are affiliate links, which means I may earn a small commission (at no additional cost to you) if you decide to make a purchase. But I want to be super clear: I do not recommend anything that I do not stand behind. If I share a resource, it’s because I believe it’s something worth sharing.
YOUR TECH STACK
Clockwork.Ai
For those who dread building financial models from scratch, Clockwork.ai is a game-changer. It connects seamlessly with QuickBooks or Xero to deliver AI-powered forecasts, cash flow projections, and customizable scenarios in minutes. It's like having a CFO-level toolkit without the spreadsheets or the headaches. Perfect for advisors and small businesses ready to level up their financial planning.
Financial Cents
Financial Cents is great for tracking client work, getting client responses faster, and organizing everything with one easy-to-use practice management software that your team will love. Use my code Justine10 for 10% off of the Annual Team or Scale Plans!
Websites For Bookkeepers
Want a pro website without the tech stress? This done-for-you WordPress site is built just for bookkeepers, customized with your brand, and comes with a full year of support. Show up online like the expert you are. No DIY needed!
Quickbooks Online
Of course, I can’t forget to mention the holy grail of bookkeeping: QuickBooks Online. Get ultra-organized, connect bank accounts, sync accounts, the list of benefits goes on and on.
Gusto
Gusto is great for bringing payroll into the 21st century. I use it to pay employees and contractors, keep client data organized, and stay compliant. As you grow your practice, this is must-have for managing payroll and receiving backend HR support.
Transaction Pro
Automation is a LIFESAVER when it comes to keeping client data organized and accurate. Transaction Pro is an awesome QuickBooks integration that helps you import, export, and delete data quickly.
Harvest
If you charge by the hour, or work with contractors who do, Harvest is an easy-to-use time tracking tool. It even includes an integrated invoice generator and automatic payment reminders.
CorpNet
Starting a business is… yeah, kinda scary. But CorpNet provides the tools and guidance needed to start your business while staying compliant. They’ll help you with everyyyything from selecting a business structure to keeping tax deadlines top-of-mind.
MoneyThumb
Have stubborn PDF files that you need to convert to a CSV or into QBO? MoneyThumb is a gift from the GODS! Absolutely brilliant product that saves you time, money and a whole lot of stress!
Lucidchart
I don’t know about you, but sometimes trying to write my ideas down just doesn’t get the message across. So I use Lucidchart, a tool that can help me diagram my thoughts, visualize the process, and get my team in sync. It’s an effective and intuitive way to really bring your ideas to life.
Chase
This is the card I use for my business stuff - travel, ads, all the techy things. I love the points (they add up fast), and it’s got some solid perks like cell phone protection and no foreign fees.
CEO TOOLS & LEARNING
Full Focus Planner
My Full Focus Planner helps me stay focused on my top priorities each day. With its structured layout, I can set clear goals and track my progress without feeling overwhelmed. It's a great tool for maintaining balance and productivity.
Caveday
When I need to get serious work done, I join a Cave. These virtual co-working sessions help me focus, stay accountable, and actually finish what I start. It's like having a productivity gym just for your brain.
Akadian - The Bookkeeping Fast Track
This course is gold if you're new to bookkeeping or want to feel more confident with QBO. It’s practical, CPA-approved, and teaches you what actually matters so you can get up to speed fast and do the work like a pro.
Fast & Easy QBO Recertification
The Fast & Easy QBO Recertification course offers quick, gamified training to help you pass the updated QuickBooks Online exam in under an hour. I highly recommend it for staying current and certified with ease.
QBO Clean Up Workshop
I recommend the QBO Cleanup Workshop to any bookkeeper ready to turn messy files into high-value projects. It’s a smart, free way to learn proven systems and clean-up strategies that actually work.
JetPack Workflow
I spoke on the "I Sold My Firm!" panel at JetPack Workflow's Accounting M&A Virtual Summit. Catch the replay - it’s packed with value. And it might just shift what you believe is possible - after all your firm IS an asset and your end goal should always be a successful, lucrative exit.
BOOKS I RECOMMEND AGAIN AND AGAIN
GOT A TOOL OR BOOK YOU THINK I SHOULD CHECK OUT?
Drop me a note — I’m always looking for new resources.
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