In order to build and grow a sustainable business, it’s important to maximize productivity. As online business owners, we use a LOT of online tools to help us accomplish this.
It’s always a great idea to revisit your “tech stack”, a comprehensive list of the online software and tools you use, and see if there are ways to improve your processes and get rid of any subscriptions you no longer need. Today, I’ll be sharing my tech stack with you.
*Full transparency: this page includes some affiliate links. If you click and purchase, I may receive a small commission at no extra cost to you. I only recommend tools I have personally used & love.*
WordPress– My #1 favorite tool for building websites for clients, as well as my own!
Dubsado – This is the client relationship management (CRM) tool I use to schedule appointments, send invoices, and automate my client onboarding process.
MailChimp – This is the email marketing service I use to send out my newsletter.
Canva – This is what I use to create my blog graphics and images for social media.
Google WorkSpace ( GSuite) – I use Google Workspace for my professional email address, document creation, file storage, and 1:1 client meetings.
Loom – This is the free screen and video record software I use for quick, one-off video tutorials for clients.
Zapier – This is the automation tool I use to connect my most used apps together.
GoFullPage – This is the free Google Chrome extension I use to take full-sized screenshots of webpages. Perfect for sharing information with clients that are either to legnthy to type out, or
LastPass – This is the password management solution I use personally and recommend to my clients.
While I try to keep my tech stack as possible, it will certainly grow as my business grows and when it does, I’ll update the post!
If you’d like to discuss online tools, learn more about how I use each one, and how you can use them to build and grow your bookkeeping business, come join my private Facebook community, The Bookkeeper Connection!