Run Your Business With Confidence

OUR FAVORITE RESOURCES

JUMP TO

Business

*Some of these links are affiliate links. We’ll get a small commission, but that won’t change the price. Now, here are our recommendations:

  • No missteps here! This is a great client relationship management tool to organize and send invoices, emails, contracts, and forms.

    Don’t have your CRM set up yet?

    Get this!

    TRY DUBSADO FOR 20% OFF

  • All i’s are dotted, and our t’s are crossed with this project management tool. We use it to keep track of all tasks & business projects.

    Need help planning your big ideas?

    Get this!

    TRY CLICKUP

  • Stay ready, don’t get ready. We use this bookkeeping software to categorize all expenses and get the business ready for tax time.

    TRY QUICKBOOKS

  • Email marketing is so much easier with Flodesk.

    TRY FLODESK FOR 50% OFF

  • Repeat after us: keep your personal and business income separate! Novo is a small business bank account with no hidden fees, no minimum balance, great customer service, and so much more.

    SIGN UP & NOVO WILL GIVE YOU $40

  • Protecting your business legally is a must, and contract templates are a great way to safeguard yourself. That’s why we love Coaches & Co.’s amazing plug-and-play templates.

    TRY COACHES & CO.

MORE OF AN AUDITORY LEARNER?

Tune in to our conversations with other CEOs and tech companies about what it looks like to establish systems, plan projects, and develop as a business owner.

Candid Operations Conversations

Implementing Systems with the CYA Podcast

Katie and Alexis invited us to chat about systems, organization, and project management on the Check Your Aesthetic Podcast.

ALL THINGS BUSINESS DEVELOPMENT

Celebrate Women's History Month 2023 with Jennifer & 3 other phenomenal women on the "A Woman's Work" Instagram Live series hosted by Aaliyah Nicole.

Using Dubsado as a Business-to-Business (B2B) Agency

In this webinar, we covered how to streamline the Intake process, prepare proposals, contracts, and packages, assign client projects to team members, and off-boarding with ease.

Books

  • Learn how to set healthy boundaries with your parents, spouses, children, friends, co-workers, and even yourself.

    READ BOUNDARIES

  • Need help planning your big ideas?Get the game-changing roadmap for entrepreneurs on making the kind of money you always dreamed of.

    READ PROFIT FIRST

  • Get the tools you need to transform your habits, so you can achieve whatever goals you have.

    READ ATOMIC HABITS

FOR DIYERS WANTING STRONG BUSINESS OPERATIONS

Day to Day Assist Trainings

If you're a solopreneur or entrepreneur with a team and you're ready to improve how you run the back-end of your business, these trainings, courses, and workshops are for you. 

The systems newsletter worth subscribing to

Get expert how-tos on organizing and optimizing your operations every week.

If you’ve got the time, we’ve got the tips.

Freebies, Freebies, Get Your Freebies

THE PROJECT PLANNING GUIDE

Our signature project planning framework for CEOs with big ideas.

CLIENT PROCESS MAP

Outline your client process from start to finish before you set up your CRM.

I’M JENNIFER

Founder of Day To Day Assist

We’ve helped future and current CEOs of scaling service-based businesses grow even further with systems that keep up with their progress. Want to be next?