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
Preferred PlatformOur preferred accounting platform. Beautiful, intuitive cloud accounting that makes managing your finances simple.
Learn MorePayroll & HR

Gusto
Affiliate PartnerFull-service payroll, benefits, and HR platform built for small businesses. Easy to use with excellent support.
Learn More
Patriot Software
Advisor ProgramAffordable payroll and accounting software designed specifically for American small businesses.
Learn MoreTax & Compliance

Tax1099
Affiliate PartnerStreamlined 1099 filing and tax form management. File your 1099s electronically with ease.
Learn MoreSecurity

1Password
Security PartnerEnterprise-grade password management to keep your business accounts secure. We use it ourselves.
Learn MoreEducation & Standards

Bookkeepers.com
Affiliate PartnerProfessional education and certification resources for bookkeeping best practices and standards.
Learn MoreDisclosure: 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.