TOOLS I ACTUALLY USE
My Honest Favorites for Running a Service Business
I've done the research so you don't have to. These are the tools, platforms, and resources I trust — curated for bookkeepers, lawn care pros, designers, and every service business in between.
This page contains affiliate links. Every recommendation is one I stand behind.
The Basics
Between passkeys, 2FA, data breaches, and every site having a different password requirement... your Notes app isn't cutting it anymore. Get your passwords somewhere safe, organized, and actually secure.
Professional email is just the start. Google Workspace gives you e-signatures, booking calendars, docs, spreadsheets, video calls, and cloud storage all under one roof. For the price, nothing else comes close.
Not ready to build from scratch? Browse a wider library of done-for-you Squarespace templates to find the perfect fit for your brand.
STREAMLINE YOUR BANKING
Bluevine
Your business bank account should do more than hold your money. It should help it grow. With competitive interest built in, you can earn on your balance while keeping your finances clean, separated, and easy to manage.
With Bluevine, the Standard plan offers 1.3% APY, while the Premier plan offers up to 3.0% APY, giving your cash flow a place to work for you, not just sit.
As an added bonus, you’ll also have access to built-in invoicing, so you can send professional invoices and collect payments in a way that keeps everything organized from the start.
KEEP YOUR BOOKS AS CLEAN AS YOUR WEBSITE
Oak and Ledger
This one is personal. Oak and Ledger is my own bookkeeping business, and I work with small business owners who need someone they can actually trust with their numbers.
Whether you need monthly, quarterly, or annual bookkeeping support, I keep your books clean, accurate, and stress free. I also offer one on one QuickBooks Online training to get you confident in the software fast, plus exclusive discounts as a QuickBooks ProAdvisor that you won't find on your own.
And if you ever just get stuck and need to talk it through with a real human, I offer consultations too. No judgment, just clarity.
YOUR MONEY SHOULD BE WORKING TOO
Marcus by Goldman Sachs
When your business starts booming, the next step is paying yourself and actually doing something with that money. Not letting it sit in the savings account your local bank threw in when you opened your checking account.
Marcus is a high yield savings account with no branches, no overhead, and significantly better interest rates than traditional banks. Your money sits there and grows. And when you need it, you can pull it out anytime with no penalties.
Use my link and we both get an extra 0.25% APY for 3 months.
Team and Operations
A modern payroll system that takes the complexity out of paying your team. From automated payroll runs to tax filings and benefits, everything is handled in one clean, reliable platform.
Built for service-based businesses, Jobber connects scheduling, job management, and invoicing all in one place. It keeps your operations organized while ensuring your financials stay aligned with your books.
Take the back and forth out of booking. Clients can schedule, reschedule, and pay for appointments on their own, giving you back time while creating a smoother client experience.
Ready to pull it all together?
Your business deserves a website that works as hard as you do.