HELPFUL BUSINESS RESOURCES

THE TRUSTED TECH STACK

I’m always testing new platforms and experimenting with integrations to get work done more efficiently and effectively. I hope my passion for system design can save you some time and headaches by looking into my “vetted” options first.

WORKSPACE

Google Workspace is easy to learn/implement and integrates better with new technology.

WORKSPACE

QUICKBOOKS

QB is my pick due to its scalability, advanced functionality, desktop version & time in market.

QUICKBOOKS

ACT CRM

ACT is a robust CRM I've used for almost 20 years. I can help you customize and implement ACT!

ACT CRM

COUNTERPOINT SQL

NCR's CP SQL

Counterpoint is quite simply the best, most powerful POS & Inventory Management system on the market.

CP SQL

NOTION

Notion has earned my vote for Project Management, Knowledge Management & Workspace Design.

NOTION

1PASSWORD

1Password allows easy sharing of passwords and confidential information across your team.

1PASSWORD

MIRO

My favorite for Meeting Whiteboards, Flow Charts, Mind Mapping, Process Mapping and more.

MIRO

SLACK

Stay on the same page and make decisions faster by centralizing your communication in Slack.

SLACK

Everything you need to know about anything is already documented in a book somewhere!

BOOKS WORTH READING

These are my top-recommended books because they’ve led to implementation of at least one takeaway that yielded high-impact results. If you’re looking to improve an area of your business, these are some good reads!

All Favorites

Not a fan of reading? Don’t have the time? Try Blinkist for recaps of key takeaways and actionable items!

ONLINE LEARNING PLATFORMS

Did you know that some of the world’s top universities offer certain classes and lecture material online 100% free of charge? Additionally, companies and industry professionals are pushing out their own classes and certification programs you can take advantage of. Take a peek.

Coursera has a mix of the globe’s top universities as well as courseware from thought-leading companies like Google and IBM. They also offer certifications and full degrees from top universities for a fraction of the cost.

edX offers free courses from top schools all over the world. There’s a certificate option you can purchase to bolster your resume and show employers you know your stuff. MBA’s and mini degrees are also available.

Udemy is a platform for professionals, by professionals. If you’re looking to pick up specific skills in a variety of categories, this is an inexpensive way to do it. You tend to get more real-world experience on this platform.

FEDERAL RESOURCES

You’ll cross paths with at least one of these three Federal agencies over the life of your business. Fortunately, these agencies provide quite a lot of helpful information. I’ve hand-picked a few links from each of these resources.

SMALL BUSINESS ADMINISTRATION (SBA)

The SBA became a household name since “The Pandemic” because PPP and EIDL money touched most SMB balance sheets. But there are other less-known services the SBA provides.

US PATENT & TRADEMARK OFFICE (USPTO)

I recommend consulting with an attorney for patent and trademark advice, but there are quite a few resources for the DIY’er to navigate through some of these muddy waters!

INTERNAL REVENUE SERVICE (IRS)

We all have to deal with Uncle Sam at least once a year. Fortunately, he’s been working on his website over the last couple years and added quite a bit of helpful resources and info.

If you have any questions about the resources listed here, or would like some help finding additional resources for your organization, I'd love to chat!