Our Resources

We like to spread the word when we get great service. Here are some testimonials of our faves.

accounting

Finance Pal

This is a comprehensive finance services package. They can handle bookkeeping, tax preparation, payroll, sales and use tax and more. A pricing plan is tailored to your industry and specific business needs.

QuickBooks

Use the link below to receive 50% off a 3 month subscription or 50% off a 6 month subscription when bundled with payroll. This offer is not valid when purchase through a CPA. Most suitable for Do-It-Yourself-ers.

Bankers

Chase Bank

Open a new Chase Business Account to receive a $200 bonus with direct deposit setup. Chase has been a valuable resource navigating us through the Paycheck Protection Program.

Bank of America

Our experience with BOA is that they are extremely small business friendly. This institution is highly recommended to assist with building corporate credit.

asset portfolio

Acorns

Sign up is easy and fast. You can save and invest with this all-in-one financial wellness system. We have used this platform as a teaching tool to improve financial literacy. Use the link below to get a $5 deposit into your account.

Robinhood

This resource is for the slightly more advanced investor. It has helped us to build confidence with tracking and purchasing in the stock market. When you use the link below, you have a chance to to claim a stock like Apple, Ford, or Facebook.

personal and business credit builders

Capital One

Receive cash back rewards, no annual fee, and low APR. This credit card is helpful to build your personal and business credit.

Nav.com

This is one of the best resources we’ve found to quickly add a trade line to your business credit report. They’ve provided customized financing recommendations for our business and a ton of tools to get our financials on track.

Discover

Another great credit card to build your personal credit. When you use the link below, you can receive a $50 statement credit after approval.

legal services

LegalShield

We have used this service to protect our personal and business assets. They provide cost effective access to legal consultation, document and contract review, debt collection letters, legal forms, and many other valuable features.

HelloSign

We often turn to this easy-to-use solution for onboarding paperwork and client engagement. We send documents for signature online, track the progress of requests, and get documents signed directly from their digital devices in a safer and faster way than pen and paper.

marketing services

Proposify

This proposal writing platform has helped us build a predictable, scalable closing process that enhances our brand, content, and delivery. Use the link below to start building winning proposals, agreements, and contracts.

WordPress

Use our link below to get a $25 credit for additional features above the free basic version. We especially love the marketing tools. It’s been very beneficial to earn passive income.

Canva

This is the most helpful tool we’ve found to help us create in-house visually appealing graphics for all our social media platforms. Training videos are available to get up and running quickly.

Zoho CRM

We’ve used this tool to convert more leads, engage new customers, and build better relationships with our clients. It also integrates with many other tools that keeps workflow streamlined and collaborative.

Vistaprint

We are really impressed with Vistaprint for business cards, marketing materials, photobooks and more. Order with this link below and you’ll get $20 off an order of $40 or more.

Freelancer

The graphic designer community on this platform has been very professional and flexible in our experience. There’s no project yet they haven’t been able to handle in the creative realm.

office services

Regus

This global network of workspaces has enabled us to work wherever we need to be, in a productive, professional environment.

Google Workspace (G Suite)

We use this platform for professional email, online storage, and more. Choose a Google Workspace plan to try it out with the first 14 days free. Use the 10% discount codes for the Business Starter or Business Standard Plan.

Davinci Virtual

This company is a very affordable option and a tight knit community for start ups to establish a physical or virtual office.

ATT Wireless

We choose this resource to connect with our clients and for their services designed especially for small business. Use the link below to get up to $250 in rewards cards.

wellness services

Discover Arbonne

Wellness begins with a holistic approach to beauty, health and wellbeing, focusing on the whole person to help them flourish inside and out as leaders. This resource is an essential part of our Healthy Living for Leaders series.

Freshly

These chef cooked, healthy meals have been a beneficial part of the 30-day healthy living plan to complement the series. They package and deliver directly to you and offer a huge menu selection.

We hope you enjoy these resources as much as we have. Contact us to learn more about the benefits.

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