Novo Bank

What I love about Novo is that it’s a bank built for small businesses. You can set up “reserves” which allow you to envelop budget (perfect for the “Profit First” method, or just splitting up your account into different buckets). It has no minimum fees and no monthly limits.

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LearnDash – WordPress Online Course Plugin

There are essentially two options for creating online courses. You can use a done-for-you private option like teachable or thinkific, or you can create your own platform. When you’re ready to create your own, the best of them is LearnDash. I’ve done a lot of test driving of various LMS (learning management system) plugins, and…

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Dubsado – Client Management for Coaches

If you’re a #coach or consultant and need a program to manage your clients and business, the hands-down best CRM (customer relationship management) platform is Dubsado. I’ve tried many of them – Hubspot, 17hats, Tave, and so far Dubsado is by far my favorite. Here’s some of what I love about Dubsado: You can customize…

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Siteground – Website Hosting

When you have a WordPress website, you need not only a domain (aka website address) but also a hosting provider. Think of a host like the plot of land your website will take up on the web, not just the address it’s located at. Hosting providers vary, but the factors I pay attention to most…

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Canva – Graphic Design Made Simple

Canva is a drag-and-drop graphic design tool for non-designers (that designers also love).  It is incredibly simple to use. I often use Canva for my social media quote images, for blog graphics, flyers,  and ebook covers. I even designed my business card from Canva. One of the best things about Canva is its templates. They…

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Convertkit – Email Autoresponder

Once you’re ready to graduate from the free email autoresponders, Convertkit is the one you want to choose. What I love most is how easy it is to tag and segment your email list. This means I always know who is on my list and why they are there. They also layout complicated systems in a…

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Acuity Scheduling – HIPAA Scheduling Tool

My EHR has a scheduling system. But I can’t seem to use it, because I can never leave Acuity. I’m a lifelong, loyal fan.  It is so robust, and so perfect for everything I need. I run several businesses, and I’m able to use Acuity for all of them. I’ve gone on about Acuity before,…

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Neewer Ring Light – Best Lighting Kit For Your Videos

Want to take your webinar and facebook live videos from low quality to professional? This is THE lighting kit you need and the one that many of us are using. This is the one. It’s one of Amazon’s Best Sellers for a reason.  Ring lights are a special kind of lighting setup that give you…

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SimplePractice – EHR/Practice Management for Therapists

I ❤ SimplePractice. The first thing I love about it is its interface. If I am going to spend every day using a program, I want to make sure it’s easy to use and doesn’t look like it was last designed in the early 1980’s. SimplePractice is designed in a way that makes sense and…

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IvyPay – Credit Card Processing for Therapists

HIPAA-Secure payment app made just for therapists.  Incredibly simple to use and great customer service. Here are the features: Easy charge – Take payment with a push of a button — you can charge the client’s debit, credit, HSA or FSA card on file. Instant pay  – Direct deposits sent right away and arrive in…

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