Jamie’s Favorite Tools

(aka… the deals page)

The tools I actually use, trust, and—whenever possible—negotiate better deals for you.

Xero accounting software for small business owners to manage finances track income and simplify bookkeeping

Before You Dive In…

There are a lot of tools out there. And most business owners don’t need more options—they need someone to help them choose the right one.

That’s where I come in.

I’ve spent years testing platforms inside my own business and helping thousands of business owners figure out what actually works (and what doesn’t). And when I recommend something, it’s because I genuinely trust it—not because it’s trendy or pays the most.

And here’s what I think sets us apart from others…

I don’t just recommend tools—I negotiate better deals on them for you whenever I can. That means you’re not only choosing the right tool, but you’re usually getting the best offer available too.

Transparency Note: Some links on this page are affiliate links, which means I may earn a commission. I only recommend tools I genuinely trust, and in many cases, using my link will actually save YOU money and help support my small business as well. Win-win!

Now let’s find what you need.

Best Accounting Software for Small Biz

Jamie Trull using Xero accounting software after switching from QuickBooks Online for small business finances

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Why I Switched from QuickBooks Online to Xero

After years of using and recommending QuickBooks Online, I started to notice more and more friction—both in my own business and from the small business owners who were asking me for the best QuickBooks Online alternatives. So, I tested multiple systems side-by-side to compare. I was surprised to find how much easier Xero felt, even after years of using QuickBooks. The navigation made more sense, collaboration was simpler with unlimited users, and the flow and overall experience just felt more intuitive. And for many small business owners, that’s what makes the biggest difference. 

If you decide Xero is the right fit, you can get up to 90% off for 6 months using my exclusive partner link.

All Of Our Accounting And Bookkeeping Software Deals

accounting software quiz to help small business owners find the best bookkeeping system for their needs

Want to find your best accounting software fit?

Use our simple 2-minute quiz to help you find the best bookkeeping option!

Best Banking and Budgeting Tools

Relay business banking tool for small business budgeting and cash flow management

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Business Banking and Budgeting in One (Without the Headache)

One of the biggest struggles I see with small business owners isn’t making money—it’s managing it. That’s why I’m such a fan of tools like Relay*. With Relay, you can create separate accounts for things like taxes, profit, and expenses in seconds, automate transfers, and finally see your numbers clearly without playing the constant “move money around” game. It’s easily one of my favorite tools in my business—and I want to share it with you too!

This is my number one tool for money management in my business…with no monthly account fee!

Open a Relay Account & Get a $100 Cash Bonus

Crew high yield checking account for families and small business money management

Crew** is changing the personal banking game by offering high-yield CHECKING for you AND your kids!  It’s smart, flexible, and packed with features that make managing your money (and your family’s money) easier than ever. Plus, there are no fees, no minimums, and no annoying requirements…just deposit your money and start earning!  And yes, it has pockets!!

Get a 3-Month APY Boost with code JAMIE

Monarch budgeting app for tracking spending and managing personal finances

This is the budgeting tool that I actually use in my personal life. Use it to track my spending, budget with intention, and actually feel in control of your finances. If pretty charts and graphs make you feel motivated, Monarch might be your new favorite tool.

Get 50% off Your First Year

*Relay is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply.

**Crew is a financial technology company, not a bank. Banking services provided by Bangor Savings Bank, Member FDIC. Annual Percentage Yield (APY) is variable and may change after account opening. There is no minimum balance or deposit required to obtain the advertised APY. Fees may reduce earnings.

Best Payroll Providers for Small Biz

OnPay payroll software for small business owners to run payroll easily and accurately

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Run Payroll Without the Stress (or Guesswork)

Your payroll company should make you feel supported, not on your own. I’ve personally tested several payroll solutions over the last few years, and have found OnPay to be simple, cost-effective, and error-free (as payroll should be!).  That’s why I switched to OnPay for my own team last year. What stood out right away was how supported I felt through the entire process. It’s not about flashy features—it’s about confidence that everything is set up correctly and running smoothly.

And for small business owners, that peace of mind is everything.

Try OnPay + Get $100 With My Link

Want to find your best accounting software fit?

Unsure Which Bookkeeping System Is Right for You?

Resources Made for Your Small Business Finances

Diagnostic quizzes, videos, and deals to help you get organized, make smarter decisions, and find more profit in your business.