In this episode, I share my top tools, software, and services to help business owners manage their finances with ease. These are all tried and true for me in my own business and personal life. Whether you're a chiropractor, wellness practitioner, or small business owner, these tools can help you stay organized, track expenses, and maximize efficiency. From my favorite accounting software to my favorite project management software, I give some great insight into products that could help you level up the management of your business and suggestions on ways to use these tools.
Resources Mentioned:
- Budgeting podcast mentioned: Episode 2: Don’t Fudge it, Just Budget
- Budgeting YouTube Tutorial
- Organization podcast: Episode 13: Organization is the Base of your Financial Foundation
- Free guide: The Entrepreneur’s Guide to Financial Organization
- Dropbox (affiliate link):
https://www.dropbox.com/referrals/AACEgoCcNhTQsFR-M452g7A3OCCUTNxNrsM?src=app9-1 - MONDAY.COM (affiliate link):
https://try.monday.com/ngihpvgdh7xo
Helpful Resource: Free Estimated Tax Guide
Email me with any questions you’d like answered in future Q&A episodes!
Recommended payroll software (affiliate links):
ADP
GUSTO
Recommended bank and the one I use in my business (affiliate link):
RELAY BANK
QuickBooks Online is my go-to accounting software. Get the best discount possible (30% off for 12 months) when you buy with my affiliate link below, through Complete Business Group. Message me at support@financiallyadjusted.com with any questions regarding signing up.
SIGN UP FOR QUICKBOOKS ONLINE
My favorite budgeting app w/ an amazing free version:
EVERY DOLLAR BUDGETING APP
My preferred business credit card with cash rewards (affiliate link):
If you have healthy behaviors around spending with a credit card, this is a great one to use and earn cash back. It also links up well with QuickBooks Online. If you have unhealthy spending habits with credit cards, please avoid using one! You need to be able to pay it off monthly and not carry a balance. I use this one for my business and it ma
Check out all my FREE financial resources in one place
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Disclaimer: This content is for educational and informational purposes only. Please consult with an accounting professional for direct advice based on your specific business s
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