Resources

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DIY Bookkeeping Check-Up | Not sure if your bookkeeping is accurate? This DIY guide will help you identify some of the most common errors. If you suspect you need a more in-depth review or just don’t have time, you’ll want our Deep Dive 25 service.

Payroll Setup Checklist | Freebie | This checklist will guide you through the data you need to gatehr in order to setup Gusto or another payroll service provider.

Bookkeeping Checkup | This is our entry level service that uses a 25-point checklist to identify potential errors, embezzlement or other discrepancies. We discovered one client had been paying for a monthly subscription multiple times. Through our audit process, we identified $2,980 in erroneous charges and helped secure $2,384 in refunds!

Cloud-based digital daily and monthly planner | If you want a lightweight flexible daily planner, this is for you. Want to dig deeper into your monthly numbers? That’s there for you, too! Watch this video to learn more.

Bookkeeping Spreadsheet | Much better than a shoebox!

10 Ways to Use Zapier | Freebie.

10 Ways to Work Smarter | Freebie.

Entering Shopify Sales into QuickBooks Online | Freebie.

BASE HRA | HRA stands for Health Reimbursement Account. It’s a little known IRS code that allows you to save income taxes on medical expenses. Note that it’s not applicable for all business structures, but if you qualify, it’s well worth it!

bSolo | Resources for business owners

Expensify | Easy to use expense reporting and receipt scanning.

Xpenditure (Rydoo) | Another option for expense reporting and receipt scanning.

FreshBooks | I love Freshbooks! It’s especially useful if you have a team of contractors and need their time to flow through to client invoices. I don’t recommend it as true accounting software, but it’s better than a shoebox and is quite easy to use.

Gusto | Full-service payroll. Very easy to use!

Melio | Free & easy accounts payable for small businesses.

MileIQ | Mileage tracking.

Nav | Free credit monitoring for small businesses.

Plastiq | Pay virtually any bill with a credit card.

QuickBooks Online | The most robust bookkeeping and accounting software out there. It’s all we do. All. Day. Every. Day.

TransferWise | Inexpensive way to transfer money online to residents of other countries.

MoneyGram| Send money internationally with low fees.

YNAB | For zero-based budgeting. While it’s primarily used by individuals, it’s also useful for businesses.

Commerce Sync | A great resource to automatically transfer sales data nightly into accounting solutions. They work with a number of POS companies as well as all versions of QuickBooks and Xero!

Acorns | Invest “roundups” from your bank account into the stock market. Start with just $5!

Stash | Invest “roundups” from your bank account into the stock market. Start with just $5!

Digit | Automated savings.

Qapital | Automated savings.

SoFi – Invest | Friends get $50 in stock with a $1,000 investment.

sofi | Earn a $300 bonus when your personal or student loan is funded,

Bumped | Get free stock when you shop your favorite brands.

Dosh | Get cash back when you shop and dine out.

Drop (use code yot36) | Turn everyday purchases into rewards.

BillCutterz | They’ll negotiate your recurring bills (cell phone, internet, etc.)

Trim | Automates ways to save you money from negotiating bills, canceling unwanted subscriptions, automated savings, credit card APR reduction, and debt payoff plans. They have it all!

Cashback Monitor | Start here before doing any online shopping to see which sites will give you the best rewards, whether cash back, airline miles/points or other rewards options.

Earny | Monitors your online purchases (think Amazon!) and you’ll get a refund if the price drops. Only specific credit cards are eligible.

Paribus | Monitors online purchases and you’ll get a refund if the price drops.

Honey | Browser add-on that is best for looking for coupon codes. Add your items to a watchlist and they’ll also alert you to a good deal (prior to purchasing). You can also earn rewards that convert to gift cards!

InvisibleHand | Browser add-on that gets you the lowest price on shopping and flights.

Wikibuy from Capital One  | Shopping comparison browser add-on that looks for the best price. A review from Million Mile Secrets.

Raise | Use this tool to buy discounted gift cards! They often have discount codes and sales for even more savings.

Library extension | Browser add-on that will alert you if a book you’re browsing is available at your library.

Wirecutter | Get the 411 on products before you buy. They also have a daily deals newsletter.

Clark.com | My favorite resource for money-saving tips and advice. Sign up for their daily newsletter to learn something new every day!

AppSumo | Great deals on business software and other goodies.

Gabi | Incredibly easy way to get multiple home and car insurance quotes at one time

GET IDEAS

• • 42 Money-Making Side Hustle Ideas
  • 99 Side Hustle Ideas You Can Start Today
  • Top 86 Side Hustles
  • Rent Out Your Stuff | You’d be surprised at what you can rent out!
  • Mystery Shopping | This podcast episode from Frugal Friends gives a great overview, and their link shares a number of companies who hire mystery shoppers.
  • **NEW 2019 Book** 100 Side Hustles (Chris Guillebeau)

  

  SPECIFIC GIGS

  10K VA Training Course | Learn everything you need to consistently make $10,000 per month as a virtual assistant.

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  Free Bookkeeper Business Training | Learn how to start your own bookkeeping business with these free classes.

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  Loan Signing System | Learn how to earn $75-$200 per appointment as a certified notary public loan signing agent.

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  UserTesting | Get paid to test apps and websites so companies can improve.

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  Wag! Dog Walking and Rover Pet Sitting | Care for your neighbor’s dogs. Walks, drop-in potty visits, overnight at your house or overnight at their house. Read my tips here.

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  GoShare | Earn $36-$84 per hour as a delivery driver using your own vehicle. You get to set your own schedule and choose which projects to accept. Use referral code MM00210 to get started.

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  Bird/Lime Scooter Charger | While scooters may not have hit your city’s streets (yet) it’s worth knowing about this program so you’re in the know when they show up.

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  Job Spotter | Take pictures of help wanted signs, and then redeem your points for gift cards.

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  Rat Race Rebellion | They scour the Internet for legit work-from-home jobs so you don’t have to!

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  House of Gigs | Find gigs in your area.

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  Roadie | Roadie is an on-the-way delivery service that connects people who have stuff to send with drivers already heading that way.

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  Fancy Hands Jobs | Work for Fancy Hands as a Virtual Assistant doing tasks for others. (Are you a someone who needs virtual help? Here’s the link to have VAs do work for you through Fancy Hands. Need ideas on what you can give them? Here you go – 60 ideas.)

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  TaskRabbit Tasker | Become a tasker and help people with their every day to do items! (Are you someone who needs help around the house? Here’s the link to hire a tasker.)

MY FAVORITE MONEY PODCASTS

• Afford Anything
• Big Picture Retirement
• Bigger Pockets Money
• Choose FI
• Frugal Friends
• Stacking Benjamins
• Mr. Money Mustache (blog)
• The Shockingly Simple Math Behind Early Retirement (blog post)

FAVORITE MONEY BOOKS

• Overcoming Underearning (Barbara Stanny)
• Your Money Or Your Life (Vicki Robin)
• The Simple Path to Wealth (JL Collins)
• Playing with FIRE (Financial Independence Retire Early) (Scott Rieckens)
• The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Carl Richards)
• Profit First (Michael Michalowicz)
• The Truth About Your Future (Ric Edelman)
• The Index Card: Why Personal Finance Doesn’t Have to Be Complicated (Helaine Olen and Harold Pollack)
• You Are A Badass at Making Money (Jen Sincero)
• Complete Guide to Money (Dave Ramsey)
• The Year of Less (Cait Flanders)
• Meet the Frugalwoods (Elizabeth Willard Thames)
• Get Rich, Lucky Bitch! (Denise Duffield-Thomas)
• Misbehaving: The Making of Behavioral Economics (Richard Thaler)
• Simple Money (Online Magazine)

TIP: Library extension | Browser add-on that will alert you if a book you’re browsing is available at your library.

EMAIL AND PROJECT MANAGEMENT

Asana | Project management software

Trello | Project management software

Confluence | We use this as our internal “Wiki” for our Standard Operating Procedures

Boomerang | Schedule emails, even recurring ones, with this tool. Also, keep emails from slipping through the cracks with reminders

Followup.cc | Keep emails from slipping through the cracks with reminders.

SaneBox | Automagical rules to make your inbox so much more manageable!

Shift | Manage email and app accounts

COLLABORATION (MEETINGS, FILES AND MORE)

Dropbox | Cloud file storage

Evernote | Cloud file storage

Backblaze | Cloud backup and storage

Tresorit| Encrypted online storage

Screencast | Video and content hosting. Works great with Jing or Camtasia.

Google Keep | Quick notes and lists that sync to all of your devices

GoogleDocs | For real-time, cloud-based document editing

HelloSign | E-sign important documents

UberConference | Online conference line

Join.me | Screen-sharing and presentation

Zoom | Screen-sharing and presentation

TimeTrade | Online appointment scheduling

VIRTUAL ASSISTANTS AND DELEGATION

Fancy Hands | US-based on-demand virtual assistants

Scribie | Audio to text conversion

TaskRabbit | Helpers who come to your home to handle tasks (cleaning, putting together furniture, moving, etc.)

VA Networking | Hire a virtual assistant or submit an RFP (Request for Proposal)

AUTOMATION AND TIME HACKING 

CometDocs | Convert documents from one format to another (e.g. PDF to Word)

iLovePDF | Manage PDF documents (merge, extract pages, add pages, compress and so much more!)

FileThis | Fetches statements (bank, internet, etc.) and stores them into your desired cloud storage provider. We swear by this for our bookkeeping clients! (video here)

Hazel | Mac app to automagically process files based on predetermined rules

MightyText | Easy way to text from your laptop (even if you’re an Android user on a MacBook Pro!)

TextExpander | My #1 software recommendation! This creates shortcuts for frequently used text – anything from your name to a full on page of text.

IFTTT | Stands for If This, Then That. Automate tasks with rules.

Zapier | IFTTT on steroids! Zapier is the communication bridge between your apps. Want some ideas? Grab this freebie.

MISCELLANEOUS

Namecheap Domains | Hassle-free domain registration

VirtualPostMail | Virtual mailbox that will also mail in check deposits

iPostal1 | Virtual mailbox; this tool can also mail in check deposits

Loom | Screen and video recording

Soapbox | Screen and video recording

Jing | Screen and video recording

Snagit | Screen and video recording

Camtasia | Screen and video recording, video editing

RescueTime | Keep track of where your time is spent

Timing |  Keep track of where your time is spent

Skitch | Screen capture software with easy-to-use annotation features. Syncs with Evernote.

DPD | E-commerce/shopping cart

Drip | Email marketing software

Grammarly | Online spelling and grammar checker

OneTab | Organize your open web pages

News Feed Eradicator For Facebook | Avoid distractions on Facebook

Quick Search For Google Drive | Quickly search Google Drive for files using the address bar

AppSumo | Great deals on business software and other goodies

Flux | Warms up your computer display at night to reduce the brightness

Passpack | Password manager

Guard your ID security roller stamp | While not as secure as shredding, it’s better than nothing! TIP: Only rollover data once for best results.

OverSight | An app that monitors your Mac’s mic and webcam

Namecheap SSL | Protect your business website with an SSL certificate

Namecheap VPN | Work from home via secured connection

Private Internet Access | VPN

Privacy | Keep your credit card details safe with virtual credit cards

Have I Been Pwned | See if your email has been involved in a data breach

PassProtect | Chrome extension that alerts you about breached credentials

SendInc | Free email encryption service

Signal | Secure messaging for Android, iPhone and Desktop

Snoopie | Chrome extension alerts you when you’re being recorded by popular tracking services

PODCAST

The Privacy, Security & OSINT Show

NOT YOUR NORMAL BUSINESS PODCASTS

• Business Wars
• Business Wars Daily
• CuriosityStream | “Get Smarter” documentary streaming service (not a podcast)
• Entrepreneurs on Fire
• Focused
• Freakonomics
• Hidden Brain
• How I Built This
• Hurry Slowly
• Opt Out Life
• Planet Money
• The Indicator by Planet Money

DIGITAL NOMAD PODCASTS

• Nomad + Spice
• Nomadtopia Radio
• Zero To Travel

BOOKS

If you were to only read one book on this entire list, make it this one: The Power of When (Michael Breus)

• Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones (James Clear)
• Deep Work (Cal Newport)
• Digital Minimalism: Choosing a Focused Life in a Noisy World (Cal Newport)
• Essentialism (Greg McKeown)
• The Subtle Art of Not Giving a F*ck (Mark Manson)
• Finish: Give Yourself the Gift of Done (Jon Acuff)
• Grit: The Power of Passion and Perseverance (Angela Duckworth)
• Irresistible: The Rise of Addictive Technology and the Business of Keeping Us Hooked (Adam Alter)
• Less Doing, More Living (Ari Meisel)
• Outliers: The Story of Success (Malcolm Gladwell)
• Referral Engine (John Jantsch)
• Small Business Lifecycle (Charlie Gilkey) (Charlie Gilkey)
• Building a StoryBrand (Donald Miller)
• The Miracle Morning (Hal Elrod)
• The One Thing (Gary Keller) (Gary Keller)
• The Power of Habit: Why We Do What We Do in Life and Business (Charles Duhigg)
• The Power of No (James Altucher) (James Altucher)
• The Power of When: Discover Your Chronotype – and the Best Time to Eat Lunch, Ask for a Raise, Have Sex, Write a Novel, Take Your Meds, and More (Michael Breus)
• The Productivity Project: Accomplishing More by Managing Your Time, Attention, and Energy (Chris Bailey)
• The Spark and the Grind: Ignite the Power of Disciplined Creativity (Erik Wahl)
• Thinking in Bets (Annie Duke)
• You Are a Badass (Jen Sincero) (Jen Sincero)

TIP: Library extension | Browser add-on that will alert you if a book you’re browsing is available at your library.

TRAVEL DEALS AND GOODIES

AutoSlash | Get the best prices on rental cars before and after you’ve booked

Airbnb | Vacation rentals and experiences

Bandwidth+ | Mac app that monitors data usage

eBags | Get all your travel gear here

Google Fi | Hands down the best travel cell service – 270 countries and counting

GetService | Automatically detect flight disruptions and hotel savings opportunities

Karma WiFi | Pay-As-You-Go or subscription-based personal WiFi service

Pruvo | Tracks hotel reservations for price drops

Scott’s Cheap Flights | Receive cheap flight alerts

Travel Guard | Coverage for you and your domestic partner through Travel Guard.

Travel Miles 101 | Learn travel hacking

TripMode | Save mobile data and block data hogs

TRAVEL PODCASTS

• Now Boarding
• Miles Away
• Talking Points
• Three Trips Ahead
• Choose FI Travel Hacking Episodes

TRAVEL BOOKS

• The Affordable Flight Guide: How to Find Cheap Airline Tickets and See the World on a Budget (Jen Ruiz)
• The Carry-On Traveller: The Ultimate Guide to Packing Light (Erin McNeaney)
• An Intentional Travelers Guide to Unconventional Budget Accommodations (Michelle Chang)
• Before You Go Abroad Handbook: Over 127 Secret Tips & Tools for International Travel (Shyla and Daniel Bare). They also offer private coaching, which I highly recommend.

TIP: Library extension | Browser add-on that will alert you if a book you’re browsing is available at your library.

• Danielle LaPorte
• New VA Advice
• Productive Flourishing
• Sher Bailey Products
• Small Business Bodyguard
• Stack Commerce
• VA Networking