RESOURCES

This stuff will help you

In this list of resources, I only include services and tools that I stand behind 100 percent.  Some of the links below are affiliate links, which means I may earn a small commission if you choose to make a purchase. It is important to remember that quality accounting services, and not affiliate marketing, are the drivers of my business. I only recommend the below resources because I truly believe they can add significant value to your business.

Bookkeeping Solutions

QuickBooks has long been the leader in small business bookkeeping solutions. Intuit has been busy improving their offerings to accommodate an increasingly digital landscape with cloud-based producsts like Quickbooks Online and Quickbooks Self-Employed. These platforms can do jsut about anything you need to manage your small business.

Xero is just about as robust as Quickbooks, if not more so in some areas such as inventory. They haven’t been around as long, and I liken them to the cool new kid on the block. I really like the interface, and I am a Xero partner, which means you can easily give me remote access to see and help you manage your books.
Invoicing capabilities make Freshbooks a great solution for service-oriented businesses.
Wave is a free accounting software option that also offers mobile add-ons for invoicing, payments, receipts, and even payroll. And it’s simple to upload your ebay or amazon sales data.

Google Sheets or Excel

I’m biased because Excel is my second home, and I don’t think there’s anything it can’t do. Google sheets isn’t quite as robust, but it makes up for it with all of its cloud and sharing capabilities. If your looking for an awesome spreadsheet template to track your income and expenses, check out this one. It’s targeted to bloggers but can be used for many types of small businesses to track their business activity.

Tax Solutions

2018 Tax Season

Please schedule a time for me to begin work on your 2017 tax return. This is not a live appointment. It’s basically your due date to deliver your tax documents. This is how I set aside time to work on your tax return and spread out my workload, so make sure I have all your tax documents beforehand. See the checklist link below. First come first serve!

If you’d like to discuss your tax situation first, feel free to call or send me an email.

Sales tax can become incredibly burdensome and complex for online sellers. TaxJar essentially eliminates the headache of dealing with sales tax and helps you accomplish in minutes what would normally take hours. It integrates with most online selling platforms and has great customer service.

MileIQ is the absolute best way to track your business mileage. Your miles are automatically logged and recorded creating a complete record of all your tax deductible and reimbursable mileage. This app has saved me and my clients so much time. And it transfers directly to bookkeeping software like Quickbooks or Xero.

I provide tax services for many individuals and businesses, but the truth is that not everyone needs a CPA. When that’s the case, I recommend TurboTax. It does a really good job at walking you through what you need to do to file your taxes.

Amazon Resources

Jungle Scout has the best Amazon tools out there. It gives you instant product insights on any page as you browse. You can easily see each product’s price, estimated sales, review count and more for an accurate comparison on the fly. I’ve used JS since sourcing my first product on Amazon, and it saved me a ton of time.

Inventory Lab is a slick inventory management solution for Amazon. It is also a valuable research tool. The product scout tool allows you get listing information by ASIN, showing sales rank, category, packing details, competitor prices, etc. Amazon Seller Central provides a ton of information, and it can be pretty overwhelming. Inventory Lab does a better job at giving you what you want by focusing and streamlining all that information.

Splitly is the #1 platform for automating split tests on Amazon. A/B testing on Amazon allows you to truly optimize your listings and squeeze out additional profit. Splitly automates the whole process for you and makes it simple to test different prices, images, titles, and more.

Ebay Resources

MyCostPro is a simple & economical excel-based selling management tool for eBay. For sellers who want to stick to a spreadsheet but haven’t found their own good system, MyCostPro is a great solution. To get a free 21 day trial, use my coupon code “cpapro” when you checkout.

Web & Blogging Resources

I’ve been using Hostgator to host my websites for several years now. Their recently updated user interface is user friendly, and their low rates are easy on your pocketbook. The most popular shared hosting plan is the Baby plan which comes with support for unlimited domains, unlimited disk space, and unlimited bandwidth. They also have a 45 day money back guarantee.
After years of trying various other WordPress themes, I finally found the Divi theme (designed by Elegant themes), and I love it.  Divi lets anyone build beautiful websites with ease without having to code or install dozens of disjointed third party plugins. It is so easy that even a square accountant like me can use it to design his own website! The customer service isn’t half bad either.

Personal Finance Resources

Digit is a really cool savings tool that I’ve used for a few years now. Every day, Digit tries to move some money from your checking account to your Digit account. Digit learns your spending habits and never transfers more than you can afford. Before you know it, you have a big pile of savings that you likely would not have had otherwise.

 

Mint.com is what I have used for years now to track my personal finances and budgeting. Both the PC and mobile app versions are simply awesome, and it’s free. It’s not built for business, but it can also work great for certain small businesses. For example, I use it for my wife’s private violin studio business.

 

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