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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.


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.

Money: Bookkeeping, Accounting and Tax

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!


MileIQ | Mileage tracking.


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


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

Money: Wealth Building

Acorns | Invest “roundups” from your bank account into the stock market.


Digit | Automated savings.


Qapital | Automated savings.


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.


Money: Cost-Savings

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

Money: Side Hustles

GET IDEAS

Money: Podcasts and Books

MY FAVORITE MONEY PODCASTS

FAVORITE MONEY BOOKS

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

Learning: Productivity

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


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

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

Learning: Security
Dashlane | Password manager & dark web monitoring


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


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

Learning: Podcasts and Books

NOT YOUR NORMAL BUSINESS PODCASTS

DIGITAL NOMAD PODCASTS

BOOKS

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

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

Travel Hacking

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 Miles 101 | Learn travel hacking


TripMode | Save mobile data and block data hogs

TRAVEL PODCASTS

TRAVEL BOOKS

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

Affiliate Disclosure

 

If you click on a link that I’ve provided,* it might be a link to someone who will give me a commission if you buy something from their site. That means that I might get paid if you click on that link. And the reason I’m telling you this is that I want to be upfront with you, and because it’s illegal not to. (So, you know, right side of the law and all!) That said, I promise to use any affiliate commissions earned for good causes, like reinvesting in this business to bring you even better resources, donations to Charity Water, and quite possibly at least one book. Because…books.

*I only recommend products and services that I know or trust to be of high quality, whether an affiliate relationship is in place or not.