Resources

The Best Tools for Small Business Owners

These are the tools I actually use and recommend to my clients. No affiliate fluff, no “best of 2024” nonsense — just what works.

Project Management

Asana →

Best for team collaboration and project tracking. My top pick for most clients.

Notion →

All-in-one workspace for docs, projects, databases, and SOPs. Highly customizable.

ClickUp →

Powerful project management with tons of features. Steeper learning curve.

Trello →

Simple kanban-style boards. Great for visual thinkers and small teams.

Communication

Slack →

The standard for team chat. Better than email for ongoing collaboration.

Loom →

Quick video messages instead of meetings. Saves hours of synchronous time.

Google Workspace →

Email, docs, drive, calendar — the foundation of most businesses I work with.

Scheduling

Calendly →

The simplest booking tool. Free tier is generous and works for most needs.

Acuity Scheduling →

More features than Calendly, especially for service-based businesses.

Client Management

Dubsado →

End-to-end client management for service businesses. Proposals, contracts, invoices.

HoneyBook →

Similar to Dubsado, with a more polished interface. Popular with creatives.

HubSpot CRM →

Free, full-featured CRM. Great for businesses that want to grow into it.

Email Marketing

MailerLite →

My favorite for small businesses. Affordable, easy to use, generous free tier.

ConvertKit (Kit) →

Built for creators. Strong automation features.

Beehiiv →

Modern newsletter platform with built-in growth tools.

Automation

Zapier →

Connect 5,000+ apps without code. The duct tape of modern business.

Make →

More powerful than Zapier for complex workflows. Steeper learning curve.

Bookkeeping

QuickBooks Online →

The standard for small business accounting. Worth the cost.

Wave →

Free accounting software for very small businesses. Good for solopreneurs.

Payment Processing

Stripe →

The developer-friendly standard. Handles complex payment scenarios beautifully.

Square →

Best for businesses that take in-person payments too.

Need help setting any of these up?

I help small business owners pick the right tools and get them actually working together. Let's talk.

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