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BUSINESS BUDGET
With this tool, you will be able to: set a reasonable monthly budget and compare actuals, forecast the income, expenses, and net income for your business for the next 12 months, AND compare financials year over year!
ACCOUNTING SYSTEM
If you only need to categorize expenses, I recommend Wave Accounting, which is free. If you need to categorize your transactions, pay your team, send invoices, collect payment, or remit sales tax, QuickBooks Online offers the most features at an affordable price.
RETIREMENT SAVINGS
If you’re just starting to save for retirement, I highly recommend a robo-advisor for your IRA. Wealthfront and Betterment offers a low fee and goal-based allocation. Use this link to have your first $5,000 managed for free!
CHECKING ACCOUNT
You should not have to pay a bank service fee and you should be earning the highest return on your cash. Therefore, I recommend the Bluevine checking account or the Wealthfront savings account. Use this link to earn 5.3%!
CEO PLANNER
This printable,12-page planner will help you reverse-engineer your annual goals, set action items for the week, and prioritize the most important CEO tasks.