Financial Tools & Resources
Note: None of the below links are affiliates & there are no sponsored placements
🧾
Accounting Software
WaveFreshbooksQuickbooks
🧮
Calculators
Financial independence calculatorLife insurance calculatorHSA tax savings calculator
📈
Traditional Investing
Vanguard (Solo 401k, IRAs, more)Guideline - 401(k) w/ employeesPublic (non-retirement)Fidelity
🏦
Banks
Novo
• Novo has denied mobile check deposits with no explanation. Would not recommend if checks are a regular payment method for your business.
Relay FinancialMercury
🛠
Financial Tools
Truebill (Cash flow, net worth, credit score, and savings tracker)Trust & Will (Digital estate planning - wills, trusts, and more)Credit Karma (Credit score checker-only)
💳
Business Cards
American ExpressChase
• I use both Chase and AmEx for different businesses. No issues other than being denied a Chase business card after already having a personal account.
🙏🏼
Invoicing
Stripe
• What I personally use
Wise
• International payments
Bonsai
💸
Payroll
Gusto
• I use Gusto within my business and have been paid via Gusto, great tool if you need to run payroll
Collective (bookkeeping, taxes, & payroll for S Corps)
⛱
Insurance
Hiscox (freelance liability)Ladder (term life)
🧾
Bookkeeping
Hell Yeah BookkeepingBench AccountingWave Advisors