Government & Nonprofit Support

Finance, Accounting & Tax Education

Bookkeeping & Financial Tools

  • Cloud bookkeeping platforms (for example, Quickbooks Online, Xero, or Wave) with built in tutorials and help centers.
  • Business banking and budgeting tools that integrate with your bookkeeping system and payment processors.

Consulting & Operations Insight

  • Podcasts and newsletters focused on solo and boutique consulting firms, pricing, and positioning.
  • Communities for independent professionals where owners compare notes on fees, client experience, and operations.

Technology & Client Experience

  • Scheduling tools (such as Calendly) that integrate with your calendar and video platforms.
  • Proposal and e signature tools (for example, platforms similar to Docusign) for sending agreements securely.
  • Cloud storage providers (for example, Dropbox or similar services) with strong security practices and clear sharing controls.

These links are starting points, not endorsements of a particular approach. Your ideal stack will depend on your industry, risk profile, and personal preferences. Use this page as a reference when you are upgrading a specific part of your business.