Recommended Tools & Resources
Let’s be real, there are a LOT of things to juggle when you’re a business owner. Your workflow, managing clients, creating proposals, invoicing, managing your website… ALL of the things. Lucky for you, we’ve been doing this biz thing for a hot min and have had a chance to test drive different tools out. Here’s a peek at some of the tools we use and recommend.
Please note, I am an affiliate for some of the services listed below, which means I may receive a small commission if you sign-up for one of the services I recommend at no additional cost to you. In fact, some of the partnerships will actually save you some moolah - WIN! Either way, I only recommend services I personally have used and think could be helpful for you too!
Set your business up for success with our
goal planning workbook
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Get access to the exact goal-setting workbook we use to plan our yearly goals!
My business must-haves
my go-to tools in my business for organization and logistics
Honeybook
Business Management
Honeybook makes project logistics super easy! Manage proposals, contracts, scheduling, invoicing and more from one spot. Save 50% on your first year with our link + get access to their concierge service!
Squarespace
Website & blogging
Squarespace is our go-to for creating websites for our clients (and our business)! It’s an all-in-one platform that creates beautiful websites, is scalable, and has a user-friendly back-end. Save 10% with code GOINGBOLD.
ClickUp
Project management
ClickUp makes managing projects a breeze and is the software we use at Going Bold! Manage your to-do list, recurring tasks, project timelines, brainstorming and more with their expansive software!
Asana
For project management
Asana is another great project management option for your business to manage tasks, projects, and tackle your to-do list.
Planoly
Social Media Scheduling
Planoly makes planning your social media and scheduling your content a breeze! Either for your own biz or for clients.
Mega
Cloud Storage
Mega is our go-to for cloud storage. It offers the first 50 GB for free and also encrypts your data so it is secure.
Notion
Organization
All-in-one workspace for notes, tasks, and wikis in your business. Use it to organize workflows and processes for your business.
Mailerlite
Email Marketing
Mailerlite is an email marketing service that is user-friendly and offers many automation options (even on their free plan).
Google Workspace
Email Services
Workspace is the professional version of gmail which uses the interface you already know and love for your business.
Legal resources
making your business legit has never been easier
Legal Bundle for Website
Protect your online business with legally sound documents that you can fill out and add to your website including a privacy policy, terms and conditions and disclaimers.
Trademark Bundle
Ready to give your business next-level protection with a trademark? The Plug and Law team makes the process easier and a whole lot less expensive than hiring a lawyer.
financial tools
Helping keep your moolah in order
Wave
Accounting
We use Wave to manage out accounting and to run all of our important financial reports. The best part? They offer a free plan! They also have add-on options beyond accounting including payroll, invoicing, payments and more!
Gusto
Payroll
If you are a S-Corp or have employees then I highly recommend checking out Gusto! It makes setting up payroll super easy plus they take care of all of your tax filings and other complicated stuff for you too!
Chase Ink Credit Card
Business Credit Card
I am all about earning those bonus points in my personal life and in biz! I mean you have to pay for your expenses… so you might as well get some perks! This is my go-to credit card for my business.
Quickbooks Self-Employed
Accounting and Tax Estimates
Quickbooks is another great option for keeping track of your accounting. The self-employed version is great too because they give you federal tax estimates.
Harvest
Invoicing Software
Harvest is our favorite invoicing software! It’s super simple and they have an ACH payment feature that caps the transaction fee at $5 per transaction.
Monarch
Personal Finance
Staying on top of your finances isn’t just important for your business.Monarch makes it super easy to keep up with your personal budgeting.
design and website tools
design and website tools
GoDaddy
Website Domain Names
If you’re looking to purchase domain names GoDaddy is my favorite choice. Their integration process is so easy and their customer service is top-notch.
Square Stylist
Squarespace Templates and Plugins
If you’re looking for plugins that will truly set your Squarespace website apart, check out Square Stylist. They offer great options that aren’t cookie-cutter.
Standout Squarespace
Squarespace Course
If you’re looking to up your game as a web designer, or you’re just interested in learning coding for your own website, Standout Squarespace is for you!
Ghost Plugins
Squarespace Plugins
A variety of plugin options for your website with free and premium options. Save 10% off Super Plugins, templates and Ghost+ with code GOINGBOLDSTUDIO.
Square Websites
Squarespace Plugins
Expand options for your Squarespace website with these plugins. Some of my favorites are their Lazy Summaries, Universal Filter and Chrome Extension.
SQSP Themes
Squarespace Templates and Plugins
Another option to expand your website features or build a website with their templates. I also recommend their sidebar plugin.
Adobe Creative Cloud
If you are a professional designer (or want to be) I recommend Adobe Creative Cloud products. It will allow you to create vector images and give you access to professional tools.
Creative Market
If you are looking for new fonts or creative elements for projects, Creative Market is a great option. They also offer free assets you can download each week as well. Great for designers or DIY business owners.
Canva Pro
Canva has made design software more accessible and have created a one-stop-shop for access to templates, stock photos, graphics and more. Get even more options with their Pro membership.
Books that are
worth checking out
