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Our Favorite business tools, online resources & books

Email marketing is so much easier with Flodesk. It's super simple to set up and design emails.

flodesk

Quickbooks is our bookkeeping software. We use it to categorize all expenses and get the business ready for tax time!

quickBooks

ClickUp is our project management tool of choice. We use it to keep track of all tasks & business projects.

clickup

Dubsado is our client relationship management tool. It helps us organize & send invoices, emails, contracts, and questionnaires. 

dubsado

business

The tools & resources we use to run the business with confidence and efficiency

Novo is a small business bank account with no hidden fees, no minimum balance, great customer service, and so much more!

Novo

Contract templates are a must-have. Coaches & Co. has amazing plug-and-play templates!

Coaches & Co.

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

Using Dubsado As A Business-to-business (B2B) Agency

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.  

all things business development

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

implementing systems with the cYA podcast

candid operation conversations with our founder...

tune in to our conversations with other service-based CEOs about what it looks like to establish systems, plan projects, and develop as a business owner.


Our favorite books about efficiency, money, planning, motivation, etc.

books

boundaries

profit first

atomic habits

building healthy habits, getting rid of unhealthy habits & staying consistent. 

business accounting/bookkeeping method to help you increate business profit.

saying no, setting personal boundaries and respecting other people's boundaries.

Encourage you to experience more confident and efficient days, educate you on how to get your business operations in order, and entertain you… because, who doesn't love a good email? 

Hey CEO, We've got a newsletter for you

We send operations emails directly to your inbox with hopes to…

BEFORE you set up your client relationship management software, so you can be clear on what templates to create and what steps to automate.

the client process map

Outline your client process from start to finish

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