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Tools We Recommend

Running a business is easier with the right systems. The tools below are platforms we consistently recommend because they are reliable, secure, and well-suited for small businesses. You are never required to use any specific software.

Accounting

Xero logo

Xero

Preferred Platform

Our preferred accounting platform. Beautiful, intuitive cloud accounting that makes managing your finances simple.

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Payroll & HR

Gusto logo

Gusto

Affiliate Partner

Full-service payroll, benefits, and HR platform built for small businesses. Easy to use with excellent support.

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Patriot Software logo

Patriot Software

Advisor Program

Affordable payroll and accounting software designed specifically for American small businesses.

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Tax & Compliance

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Tax1099

Affiliate Partner

Streamlined 1099 filing and tax form management. File your 1099s electronically with ease.

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Security

1Password logo

1Password

Security Partner

Enterprise-grade password management to keep your business accounts secure. We use it ourselves.

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Education & Standards

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Bookkeepers.com

Affiliate Partner

Professional education and certification resources for bookkeeping best practices and standards.

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Disclosure: Some links on this page are affiliate links. We may receive a referral benefit if you choose to use them. This does not affect our recommendations or the quality of service you receive.

Need Help Choosing the Right Tools?

We can help you evaluate which platforms are the best fit for your business during a free consultation.