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Tools I Recommend for Small Business Owners
15
items Tools and software I personally use and recommend for small trades and service businesses to run smoothly and stay organized.
The gold standard for small business bookkeeping. As a certified ProAdvisor this is my go-to recommendation for every small business owner.
QuickBooks Online | Small Business Accounting
Makes payroll simple for small business owners. Easy to set up, reliable, and takes the stress out of paying your team correctly and on time.
Gusto | Payroll, Benefits and everything else
The best business banking option for small business owners. Keeps your money organized with separate accounts for taxes, expenses and operating costs. Completely free to use.
Relay | Online Business Banking
My favorite payment processor for trades and service businesses. Easy to use, reliable, and your clients can pay instantly by card, tap or invoice
Square | Payment Processing
Create email campaigns, newsletters, and customer automations. Great for staying in touch with customers and growing your business.
Mailchimp | Email Marketing for Small Business
Create and manage your business listing on Google Search and Maps. One of the most important free tools for helping local customers find your business online.
Google Business Profile | Free Local Business Listing
Keep notes, SOPs, client information, projects, and business processes organized in one place. I use Notion as my central business hub.
Notion | Organize Your Business in One Place
Store, organize, and share files securely. I use Google Drive daily for client folders, bookkeeping spreadsheets, and document storage.
Google Drive | Cloud Storage & File Sharing
Keep appointments, deadlines, and client meetings organized in one place. I use Google Calendar to manage business tasks and scheduling.
Google Calendar | Appointment & Schedule Management
Canva is my go-to design tool for creating social media graphics, business documents, flyers, presentations, and marketing materials. It's easy to use, even if you're not a designer.
Canva | Design Tool for Small Business
Calendly makes scheduling appointments simple by letting clients book available time slots without the back-and-forth emails. I use scheduling tools like this to save time and stay organized.
Calendly | Appointment Scheduling
Zoom is a reliable tool for virtual meetings, client consultations, training sessions, and team collaboration. It's easy to use and works well for businesses that meet with clients remotely.
Zoom | Virtual Meetings
ChatGPT helps me brainstorm ideas, draft emails, create SOPs, write social media content, organize workflows, and solve everyday business problems faster. It's like having a virtual assistant available whenever I need help.
ChatGPT | AI Assistant for Small Business Owners
I use Jotform to collect client information, create digital forms, gather signatures, and simplify workflows. It's an easy way to replace paper forms and keep everything organized.
Jotform | Online Forms & Client Intake
I use Google Sheets daily for bookkeeping, sales tax tracking, business reporting, and custom workflows. It's one of the most versatile free tools available for small business owners.
Google Sheets | Spreadsheet & Business Tracking Tool