Tools & Resources


These are some of the tools and resources I've used over the past 15 years.  I hope you find the list useful.


Accounting & Bookkeeping Software

There's nothing better for managing your accounting and bookkeeping than Quickbooks. It's easy to set-up and you can control your sales and expenses in one online platform.

Calendar & Scheduling

While I don't personally use a scheduling app, because I prefer to have more interaction with my clients, two of the most used are Acuity and Calendly

CRM (Customer Relation Management)

There are many options to choose from for database management. Many of my clients favor Zoho and Ontraport because are robust CRM systems.

Marketing Tools & Services

If you're a do it yourself kind of person, I highly suggest using Canva. This platform lets you design anything! Social media posts, presentations, flyers, graphics and much, much more.

If you're looking for a reliable professional with limitless creativity, look no further than Kendra Cagle at 5 Lakes Design. From corporate, sleek, sophisticated design to wild, crazy and fun, Kendra has the ability to meet your needs and blow your mind!


eSpeakers - business management & marketing tools that are used by today's most sought after speakers. Manage all the details of your engagements and allow bureaus access to your information on one, easy-to-use platform.

Create a free profile and get found by event organizers plus get access to tons of great information for speakers at SpeakerHub.

There are thousands of local, regional, state and national associations. Get access to the decision makers and meeting planners at more than 20,000 associations with a membership to AssociationExecs.


Book Publishing

Sound Wisdom is a passionate, professional publishing team whose goal is to continually create products that add real value to people's lives. They specialize in personal development, personal growth, business growth, leadership, health, fitness, and finance.​


Course Creation

Create courses and webinars with Teachable.

Printing Services

If you want high quality, luxurious printing, look no further than Moo. Other affordable options include Vistaprint and Uprinting.

Video Apps

Share messages with video links, record how-to videos for clients or personalized follow-up messages for prospects with Loom.

Bonjoro lets you record a personalized video on your phone and email it directly to a contact

Zoom is absolutely the best platform for video conferencing and webinar hosting.

DISCLOSURE: By law I must let you know that I sometimes include affiliate links that could generate income or commissions for my company. I only recommend vendors, products or services that I use or have researched for my clients.

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