PAMELA LEWERENZ, THE BRICK WALL COACH
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Resources

Recommended Partners & Products

Listed below are products I love and recommend.  I only recommend products or other businesses that I have tested or use in my own business.  Some of the following do contain affiliate links.  An affiliate link means that if you click and purchase using that link, I may be paid an affiliate commission. By law, I'm required to disclose this fact and, now that I have, the following is a list of partners and products I've curated for you.

Automated Scheduling Systems
​OnceHub (formerly Schedule Once)
Calendly

Bookkeeping Needs
Eva Bookkeeping Solutions

Business Management 
From proposals to signatures to appointment setting & client communications, to onboarding clients, managing projects, and invoicing, check out these systems to see which one best meets your needs.
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​SuiteDash - All-in-one program to management your business by empowering collaboration with your team, and automating interaction with your clients
Paperbell - Appointment Scheduling, Taking Payments, Contract Signing, Intake Surveys, Client Management
Honeybook - Automate your process including proposals, contracts, and invoicing  
​Indy - Send proposals, sign contracts, track billable hours, create invoices, and receive payments
Dubsado - Automate and keep your contracts, invoices, forms, and client info all in one place

Email Marketing
MailerLite
Mailchimp
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Financial Planner
Gabe Nelson Financial Inc.

Legal Needs
Lisa Fraley Legal Coach and Attorney
Nicole Cheri Oden, Attorney

Membership Services Sites
Membervault

Office On-the-Go
Traveling Mailbox
Grasshopper
Ring Central
Zoom

Planners and Goal Setting
My PA Planner
Tools4Wisdom
Leaders In Heels

Project Management Systems
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Teamwork
​Amazing Marvin
Trello
Clickup

Productivity & Organizing, Planning, & Prioritizing
Pomodor​ - There are lots of timer websites out there, but Pomodor stands out for a couple of reasons. First, you can customize the length of the work and break periods.  Second, you can set up a free account, which then allows you to track how much work you get done on any given day. 
Define My Day - organize your day with this all-in-one planner & journal 
Get Productive with Google
Sunsama 
Artful Agenda - everything you love about a paper calendar & it's digital!  Please use referral code RP167857
Focus@Will
RescueTime

Professional Website Design
Ready Set Go Website Design with Elaine Lambert - be sure to let Elaine know I sent you 

Virtual Assistant Sites
​International Virtual Assistants Association (IVAA)

Other Online Tools
Paperform - build forms, surveys, product and payment pages
Pocket - Save articles, videos and stories from any publication, page or app

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Continued Learning Opportunites 
Lots of learning opportunities available through Nerd Enterprises' Galaxy of Courses includes
   Process & Workflow Design & Productivity Courses & Training on...
  Airtable - Notion - Kajabi - ClickUp - Content Creation - Google Workspace - Excel - Google Sheets - Zapier -
  
Your Path to Financial Confidence, as a Small Business Owner with Mariette Martinez, EA

Bullet-proof bookkeeping course by Nerd Enterprises

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Courses designed for bookkeeping professionals
Accounting and Mastermind Group with Seth David, Nerd Enterprises
The New Client Discovery Bootcamp for bookkeeping professionals with Mariette Martinez, EA
FREE Quickbooks Online Must-Knows with Mariette Martinez, EA
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Click here to access FREE resources -
I do require your name and email address to gain access and you can unsubscribe at any time

These resources include:
  • Business Planning
  • Goal setting & achievement
  • Mindset & motivation
  • Productivity & time-management 
  • Finances
  • Focus
  • Confidence
  • And so much more!

Pamela Lewerenz

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