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.
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
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
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
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
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
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.
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
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
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
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
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
Click here to access FREE resources -
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These resources include:
- Business Planning
- Goal setting & achievement
- Mindset & motivation
- Productivity & time-management
- Finances
- Focus
- Confidence
- And so much more!