financial literacy coach & Profit Strategist
Jamie Trull
Ever wonder what tools you should be using to better manage your time and your business? I hear from so many of you looking for solutions to this so I put together this comprehensive list of ALL the things I use to manage my business!
You should know some of these links are affiliate links, which means I receive a commission whenever someone makes a purchase using my link or code. Best thing is that this costs you nothing and actually can save you a ton of money! You should know I ONLY recommend brands I LOVE with all my heart and that I use in real life. Enjoy!
Jamie's favorite things
(Hey... it's not just for oprah!)
Software Solutions
best no fee business banking
Best for: Small businesses looking for an affordable solution to business banking. Good for companies that do not need a local branch.
Why they are awesome: This is the only other bank, other than Azlo I have found that offers "envelopes" (called Reserves by Novo) where you can segregate money (for example, to save a portion of income for taxes).
Novo
Check out Novo here!
Best for: Small businesses with employees, or S Corps needing an owner payroll solution
Why they are awesome: Gusto will handle all of the complicated calculations, forms, and filings related to payroll so that YOU can focus on running your business!
best DIY payroll solution
Get a $100 VISA gift card when you sign up here!
Gusto
Quickbooks online
Best for: Any small business, solopreneur, or freelancer
Why they are awesome: QuickBooks is best in class as an accounting solution. You can track expenses, send invoices, run financial statements, track mileage, and SO much more from QBO!
best DIY Accounting Software
Sign up for your free trial AND save 30% the first 12 months!
Best DIY sales tax collector
TaxJar
Best for: Any small business that needs to collect and remit sales tax.
Why they are awesome: Sales tax is complicated. TaxJar will track all of this FOR you and make sure you are collecting and remitting sales tax to the right authorities. If you are an E-commerce retailer, Etsy shop, etc - it is a MUST.
Check out Taxjar!
Best for: Small Businesses who want to create a budget and already use a system like Profit First.
Why they are awesome:
An easy and smart way to manage your spending. This is a great fit for those worried about overspending and who want to physically separate out cash. It also works well for those who do not think they would keep up with a spreadsheet or app. While it is made for personal budgeting you can also use it for your business just like I do!
YNAB
Best Budgeting Software
Try YNAB FREE for 34 Days
Best for: Parents who want to raise financially smart kids.
Why they are awesome:
A quick and simple way to send your kids money - anytime, anywhere. With parental controls you can stay notified while teaching your kids about money management. I even use this card with my nanny for my kids expenses. Kids are able to set their own goals and learn about the power of saving.
Best Debit Card for Kids
Start your 30 day free trial today
Greenlight
Best Business
Credit cards
Travel Freely
Best for: Individuals and business owners looking for my top recommended credit cards.
Why they are awesome:
I get a lot of questions from followers about which Credit Cards are the best to sign up for. If you know me, you know I’m SUPER careful about recommending the use of credit cards. Carrying credit card debt is an expensive form of financing, so I don’t recommend using one if you aren’t sure you’ll be able to pay your balance in full each month.
However, for those that use them responsibly, credit cards can be a good way to build credit and earn points for purchases you are already making. I recommend using them just like you would use cash, and ensuring you have the balance in your account before making the purchase (don’t steal from tomorrow to pay today’s bills!). Check out all the details with my link!
See my Top Recommendations!
Best for: Online memberships and Course Creators.
Why they are awesome: It has everything you need from landing pages, products, offers to email marketing. Their customer service and easy to use, all in one platform make me so happy I decided to host my courses including my Financial Fitness Basics course there!
Get a Free 30 day Trial
best All in one business platform
Kajabi
Thinking about making an Online Course?
I've put together all of my FAVORITE Resources to help you get started on your journey.
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