financial literacy coach & Profit Strategist

Jamie Trull

Do you ever feel overwhelmed trying to manage your business? You may find yourself thinking "If only there was a way to make managing your business easier!" Well my friend you’re not alone - we all have so much going on in our lives.

Well, me, Jamie Trull, is here to help! I know first hand how difficult it can be running and managing a busy business.

That’s why I've put together a comprehensive lists of all the tools you to better manage your time and your business – with minimal extra cost or hassle!

I've hear from so many small business owners looking for solutions to this so I put together this comprehensive list of ALL the things I use to manage my business!

With my list of hand-selected platforms and software's, you will have access to great savings while also being able to keep on top of everything in the most efficient way possible.

Plus, rest assured that every platform we recommend has been tried and tested by us – so you know they're good quality tools that work as promised!

With these tools, you can take back control over your life, be more productive with what you do each day, and feel confident that everything is taken care of properly.
What’s more - many of these come with huge discounts when using my link or code!

Take the headache out of managing your business today by exploring this curated list for yourself now!

Scroll through this page and start saving money right away!

p.s. 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!)

financial Solutions

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!

Travel Freely

check them out

Best for: small businesses that need free invoicing capabilities within their banking solution.

Why they are awesome:
Free banking with invoicing capabilities
Reserves within the main account
Modified Profit First savings method
ATM withdrawals up to $1,000
Automated savings into designated buckets
Suitable for solopreneurs & small businesses
User-friendly platform

*Disclosure: Novo is a financial technology company, not a bank. Banking services are provided by Middlesex Federal Savings, F.A.; Member FDIC.

NOvo*

check out Novo

Best for: small to medium-sized businesses of any entity type seeking free banking with extensive features

Why they are awesome:

Free banking for small to medium-sized businesses
Up to 20 separate bank accounts
Receipt Management Feature
Supports Profit First methodology with auto-transfer rules to put Profit First allocations on autopilot
Cash withdrawals/deposits at select ATMs
Team member access & virtual/physical debit cards
Recurring transfers between accounts
Multiple entities supported

*Disclosure: Relay is a financial technology company and is not a bank. Banking services provided by Thread Bank, Member FDIC.
Only new Relay banking customers with no previous relationship are eligible to receive the bonus. To receive the bonus, you must fund the account with a minimum opening deposit of $100 within 30 days of account approval and maintain this balance for 60 days to be eligible. Once you have met the eligibility requirements, the bonus will be paid out within 14 days. See terms for more details.

RElay*

Get $50 Cash Bonus when You Fund Your Relay Account

Banking Platform

business Credit cards

Best for: Small to mid-sized businesses looking for a user-friendly, affordable tool with comprehensive features.

Why they are awesome: Xero combines ease of use with powerful features like multi-currency support and advanced reporting. Its intuitive interface makes it simple to navigate, even for non-accountants, and it integrates with over 800 apps for added flexibility.

Pricing: Affordable, with plans starting under $20/month.

Xero

95% off for 6 months

Best for: Small to mid-sized businesses that require advanced accounting, detailed financial reporting, and scalability.

Why they are awesome: QuickBooks Online offers a complete suite of accounting tools perfect for growing businesses. Its advanced reporting and ability to add users make it ideal for businesses needing strong financial controls and those planning to outsource accounting.

Pricing: Starts at $70/month for QuickBooks Online Plus (our favorite plan.)

Quickbooks online

new users save 30% for 12 months + get a free 30 day trial

Best for: Freelancers, solo entrepreneurs, contractors, and small service-based businesses needing simple invoicing and expense tracking.

Why they are awesome: FreshBooks prices are based on volume (number of clients/projects), not features, so you get access to all core tools regardless of your plan. It’s great for service-based businesses needing flexibility without worrying about paying more for essential features.

Pricing: Starts at $19/month.

FreshBooks

check out our current special deals here

Accouting Software

payroll Solutions

Best for: Micro businesses with 1-10 employees, or S Corp owners with only themselves on the payroll, or parents employing their minor children in their business.

Why they are awesome: Roll by ADP® is app-based and you can do everything you need to via the chat function on the app (like hiring new employees, etc.) It's also extremely cost-effective for those most concerned with price.

Roll by ADP®

Plans start at $24/mo PLUS 3 months free here

Best for: Small businesses who want access to robust HR capabilities and benefits at an affordable price.

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! They are an affordable solution that also offers access to a suite of benefits, including health, 401k, and more!

Gusto

Get Up to$200 Gift Card Here when you start

Best for: Small businesses that need access to payroll and basic HR tools without breaking the bank and want a solution that grows with them.

Why they are awesome: OnPay is a flexible, all-in-one payroll platform with flat-rate pricing and no hidden fees. It includes multi-state payroll, HR features, and benefits administration at no extra cost. Plus, OnPay provides exceptional customer support, including dedicated onboarding assistance, making it easy for businesses to scale as they grow!

onpay

Get $100 Gift Card here when you start

Payroll, HR, Benefits

DIY Payroll Provider

diy Payroll provider

Personal finance Solutions

Crew is redefining what a checking account can do. It's smart, flexible, and packed with features that make managing your money (and your family’s money) easier than ever — no fees, no minimums, no stress.

Why Jamie loves Crew:

High-yield checking that beats most savings accounts
Built-in budgeting with pockets to organize your money
Automated paycheck splitting — set it once and forget it
Family banking made simple — open child accounts for free (no age limits!)
Automation rules to control how and when your money moves

Whether you’re managing your business finances, household budget, or teaching your kids about money — Crew makes it all smoother.

Crew*

Get 0.5% APY for 3 MOnths with code JAMIE

If you’ve ever wished for one place to track your spending, budget with intention, and actually feel in control of your finances — Monarch might be your new favorite tool.

With Monarch, you can:

Track all your accounts in one dashboard
Choose your budgeting style (flexible or structured!)
Collaborate with a partner or financial advisor
Set financial goals and stay on track
See your net worth and investments in real-time
Enjoy an ad-free, distraction-free experience

It’s available on web, iOS, and Android — so you can manage your money wherever life takes you.

Monarch

Get 50% off your first year

Organize Your Money

A BAnking App That Actually Works for You with built in budgeting

Greenlight makes it easy to give your kids financial independence while keeping you in the loop. Whether it’s for allowance, spending money, or managing kid-related expenses — it’s simple, secure, and totally parent-approved.

With Greenlight, you can:

Send money instantly to your kids — anytime, anywhere
Set spending controls and real-time notifications
Encourage goal-setting and saving habits
Use it for nanny or caregiver purchases too!
Help kids learn how to manage their money in a safe, guided way

Jamie uses it with her own kids — and loves how easy it makes financial education at home.

Greenlight

Start your 30 day free trial

Kids Debit Card

*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.

legal contracts

Best for: Anyone with an online businesses. They have templates for every stage of your business.

Why they are awesome: The AWB Firm helps everyone from side hustlers and solopreneurs who are just getting started to leaders of the biggest seven-figure+ businesses in the online world protect everything they’ve worked so hard to build. From plug-and-play, cost-effective legal protection with our customizable contract templates, to protecting and scaling established online businesses with trademark or copyright registrations and sophisticated legal strategy.

The AWB Firm

Save 20% with code: balance

Legal Contracts for Business

business Solutions

Best for: Individuals and businesses monetizing their knowledge and selling online content like courses, coaching programs, memberships, podcasts and more.

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!

Kajabi

Get a FREE 30 day Trial here

Best all in one platform for creators

compare top Solutions

Selecting the right payroll provider is key to ensuring your employees are paid accurately and on time, while staying compliant with tax requirements.

Click below, to see how we compare four popular payroll solutions for small businesses: OnPay, Gusto, Roll by ADP, and Run by ADP, to help you choose the one that best suits your business needs.

Best Payroll Providers for Small Business

Click Here & find the best one for your biz

Choosing the right banking platform is essential for managing your business finances efficiently and staying on top of cash flow.

Click below, to see how we compare two top banking solutions for small businesses: Relay and Novo, to help you decide which one aligns best with your business needs.

Best Banking Platforms for Small Business

Click Here & find the best one for your biz

Choosing the right bookkeeping software is crucial for keeping your finances organized and staying compliant with tax regulations.

Click below, to see how we compare three of the top cloud-based accounting solutions: QuickBooks Online, FreshBooks, and Xero, so you can decide which one best fits your business needs.