I've curated some of our favorite resources to help you navigate your journey towards work-life balance.

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resources & tools

Everything from my favorite software tools, products, and books to my hand-picked trusted referral partners… I'm here to help guide you on your journey!

check them out below

Dubsado

CLIENT MANAGEMENT

My go-to CRM to streamline client management… from branded forms and appointment schedulers to proposals, contracts, and invoices all in one place. 

GET 30% OFF

Disclosure: Some of the resources contained in this area are affiliate links, which means that I may receive a small commission if someone purchases by clicking on the link or using my code. Don't worry I only recommend tools and products I truly believe will help your business and NO you won't be charged extra for using my link!


ClickUp

project management

The ultimate customizable project + task management tool to track your progress and collaborate with your team and clients. 

try it free

GoogleWorkspace

email + cloud storage

Get a professional email address, calendar, and other cloud-based apps that allow you to manage your business and collaborate with your clients and team more efficiently. 

check it out

Airtable

The ultimate database and task management tool to track data and collaborate with your team.

try it free

data management

Flodesk

email marketing

Design beautiful emails your clients won’t hesitate to open. Customizable workflows make reaching your subscribers easy.

free trial + 50% off

Zapier

app integrations

Connect apps that don’t have a native integration with the tools you use and automate manual tasks. Hello, automation! 

try it free

Loom

video recording

Need to record something for a client or course? Record and share video messages without the back and forth emails that get lost in translation.

try it free

Zoom

video conferencing

Need a reliable way to host your meetings, webinars or online events with your clients and/or team virtually? 

try it free

Planoly

social media management

If you want to map out and plan your social media content on the fly check out Planoly.

try it free

Showit

website builder + hosting

Looking for a flexible way to build your website and have creative control then Showit is it! It also has WordPress Blog features which is a win-win in my book!

check it out

Genie by Dub-ins

dubsado form design

If you're looking to take the DIY route and give your forms a makeover using CSS Code check out Genie by Dub-ins to take your forms to the next level.

check it out

Canva

graphic design

Need to create graphics on the go and don’t have the time to master Photoshop? Pop in and easily create beautiful graphics with less stress.

try it free

Stripe

payment processor

Stripe makes it easy to process payments for your products and services. Connect it to your CRM or use it on your website for an easy checkout experience. 

check it out

QuickBooks

financial management

Organize your money with ease. When you’re paid, Quickbooks automatically organizes it so your books are balanced. Less work for you to do and stress over.

check it out

Novo

business checking

Need a simple business checking account with no minimum balance requirements and all the tools you need to keep up with your business finances? Check out Novo! 

check it out

Book Recommendations

profit first

by Mike Michalowicz

buy now

12 week year

by Brian P. Moran

buy now

get good with money

by Tiffany Aliche

buy now

uncloned marketing

by Audria Richmond

buy now

you are a bad ass

by Jen Sincero

buy now

by Lamar Tyler

traffic sales & profit

buy now

We're behind the scenes curating a client gifting guide and a list of trusted referral partners to help elevate the way you do business.

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