For Bookkeepers Contact Us Resources About Us Blog Courses Join the Client Waitlist Login

3 Tools to Power Your Online Course Business

 3 of the most important tools you need in your online business

Starting a business can feel overwhelming—especially when it comes to managing your finances. If you’re a new business owner, you might be wondering:

  • Do I really need a business bank account yet?
  • Is accounting software worth it if I’m not making much?
  • What do I actually need to keep for taxes?

The good news? You don’t need to be a “numbers person” to keep your business finances organized—you just need the right tools & habits in place.

In this post, I’m sharing three essential (and affordable) tools I recommend to every small business owner I work with. Together, they create a simple money system that will help you stay organized, save time, and make smarter business decisions from day one.

1. Relay – Online Business Banking That Actually Works for You

One of the first things you should do when starting your business—even before you make your first sale—is open a separate business bank account.

Why? Because ...

Continue Reading...

Join Serena and Rhonda Delaney for a conversation about Relay, Xero and Hubdoc

hubdoc relay software xero Jun 20, 2024
 

Can your small business afford to miss out on the financial tools that could save you time and money? Join us for an insightful conversation where I break down my top recommendations for small business finance management. I take you through the benefits of using Relay, an online banking platform that supports the Profit First methodology, and show how it seamlessly integrates with popular accounting software like QuickBooks and Xero. Learn why separating your business and personal finances is crucial and how Relay's features can simplify team spending management, providing practical solutions for every small business owner.

Xero or QBO?

Ever wondered which accounting software offers the best control mechanisms? In this episode, we explore the critical importance of audit trails and user access controls by comparing Xero and QuickBooks Online. I share how Xero’s inability to delete transactions enhances security and oversight, making it a preferred choice for security-conscious busine...

Continue Reading...
Close

50% Complete

DIY Bookkeeping Guide

Want to know what you should be doing each month until you're ready for a bookkeeper?