Tools of the Trade
Below you’ll find our tried and tested favorite tools, products and resources. Some links contain affiliate codes and we may receive a commission from your purchase.
business management
When it comes to running a service-based business, there is no better business management software out there than Dubsado. They make it easy to collect leads, send proposals, sign contracts and collect payments. Not to mention, their workflows help you automate your business which allows you to get back to doing more of what you love!
Project management
There isn’t enough space to profess my love for ClickUp. It’s revolutionized the way we work as a team and with our clients. We’ve largely eliminated email in favor of ClickUp for communication. I use this tool to manage everything from work to travel to personal planning!
bookkeeping
It took far too long to offload the accounting and Collective is the perfect solution for us! Not only will they help you file for S Corp status, they manage all things taxes and payroll! Use code: HE8168 for a free month!
payroll
We use Gusto in conjunction with Collective to run our payroll. It couldn’t be easier to use and keeps us compliant. Bonus: with some Gusto plans you are able to incorporate features like employee onboarding, delegate access and time tracking. Get $100 Visa gift card when you sign up via the link below.
accounting
When it comes to running a service-based business, there is no better business management software out there than Dubsado. They make it easy to collect leads, send proposals, sign contracts and collect payments. Not to mention, their workflows help you automate your business which allows you to get back to doing more of what you love!
Domains
Domain marketplaces abound but our favorite is GoogleDomains. Easily add a domain to your host, create domain-hosted emails easily, and all domains come with built-in security.
website hosting
We could write a love letter to WPEngine, but I suppose this small space will have to do. WPEngine is our go-to host for all our client websites. From their top-notch security to their impeccable customer service, we wouldn’t trust anyone else to host our internet real estate.
platform
There’s no other eCommerce platform we trust more than Shopify. Not only is it the leading eCommerce platform, the new Online Store 2.0 features make it easier than ever to build a strong online store. Read more about our upcoming theme launch under DIY My Shopify
email + Sms marketing
We all know the importance of an email list, but are you using a an email platform that will help you scale? Klaviyo is our go-to provider for email and SMS marketing. They’ve just released their new editor which changes the game for creating personalized, on-brand emails your audience will love.
shopify theme
For the past few months we’ve been quietly working on our very own Shopify theme that combines our brand expertise with the framework of Online Store 2.0. Use the link below to sign up and get notified about our beta launch coming later this year.
design
We use Adobe for all things design. Recently we are exploring Adobe Creative Express for marketing materials and social posts to provide cloud files for our clients.
collaborative design
Our go-to collaborative design tool. Canva allows us to easily share files between our team and clients for use across all platforms.
social scheduling
We’ve used a number of schedulers over the years and Plann encompasses everything I love in a scheduler. It’s easy to use, allows us to schedule across many different networks, and create strategy within the app.
Print Materials
Let’s talk paper! Smartpress is your one stop shop for all things custom marketing materials. You can customize virtually everything within Smartpress. We love it and our clients do too!
marketing materials
Another favorite paper company is Moo. When I first started out, this was my go-to paper company. I still use them for business cards and refer them to clients. Their luxe paper and speedy shipping puts them in our top picks! Get 25% off using the link below!
photo editing
Want beautifully edited photos in a flash? That’s why we love Tezza. I am OBSESSED with the ability to bulk edit photos using their copy and paste tool. Beyond that, you’ll also find the app includes great templates to easily create eye-catching IG stories or Reel covers!
stickers
Need stickers for your business? We love using them as a giveaway, freebie in packages and incorporating them into packaging. Get $10 off your order using the link below.