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How to Build Good Money Habits That Stick

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I get asked this question a lot…  “Stephanie, how do you make good money habits stick?”

The truth is, our brain cannot differentiate a good habit from a bad one, and this is why it’s hard to break long-standing habits.

For example, if you’ve been so used to NOT doing your books until the last minute, then chances are you’re going to keep repeating this same pattern.

But this is not to say that we have to stay stuck in this cycle and put up with habits that no longer serve us!

As with anything you want to change, the first step is to acknowledge your patterns, and understand where they come from. Once you understand the root of your pattern, you can start shifting to something else that works better for you.

So if you’re someone who’s not a huge fan of math or numbers, think about when did this feeling first show up? What created it? And then let that guide you to create a new money mindset for yourself.

Here are some helpful tips on how to break old habits and develop good money habits instead:

  1. Make them easy

Something that is difficult to achieve rarely sticks. The best way to create a habit? Decide how you want to feel and take steps towards getting there, little by little. It doesn’t have to be a huge lifestyle overhaul.

Everything doesn’t need to get done immediately.  Focus on ease and start with one, manageable step at a time, like just coding your transactions in QuickBooks once a week. Even the smallest of good habits will make you feel good when it’s done!

  1. Reward yourself

Rewards are awesome for reinforcing new habits! Try giving yourself a small reward for your efforts each day – maybe take yourself out for a nice meal after crushing your to-do list, or give yourself an hour to read in the evening when you’ve finished your day’s work.

Make that reward enticing enough to get you through the initial hard work – like including that course you’ve been eyeing in your financial plan for the year!

  1. Turn your goals into habits

The secret to achieving goals is assimilating them into your routine, that way it’s easier to break down that big goal into little steps, and you can create momentum more sustainably. 

For example:

  • Intentionally go for a walk every day after work – it’s something your brain will automatically make you want to do, instead of making you feel guilty about not exercising.
  • If your goal is to be more intentional with your spending, set a reminder in your calendar to check your bank balance each morning before you open your email. 
  1. Buddy up

The best way to reinforce good habits is by surrounding yourself with other people who will hold you accountable for your new behaviors. This means people who likely already emulate the behavior you are trying to form. (Ahem, we have just the solution for you in the Purpose & Profit Collective!)

You see, our brains are not thrilled when we suddenly change things – it’s the same with the people around you. If they are not ready or not fully supportive of the change you’re making, they may inadvertently sabotage your attempts at sticking to your new habit.

So, surrounding yourself with a supportive circle of colleagues, friends, coaches, and mentors will help a lot!

  1. Track your progress

We’re visual creatures and we like to see our progress. This is why we tend to only see the end result and not acknowledge how far we’ve come. Track your progress so you can see your achievements, even if they seem small right now.

My favorite way to track progress is in our Profit Playbook – you enter your forecast for the year, then your actuals each month so you can easily compare how you did to what you planned. 

  1. Make them relevant

Trying to create good money habits when we’re not even clear on what we value and prioritize is like starting work on a project without any understanding of the objectives.

Start by getting clear on your values, priorities and your ideal business and lifestyle. Then you can build your financial plan and habits to suit them. What are some common pitfalls that get in the way of you achieving what you want?

  1. Plan for failure

Let’s be honest, even the most well-meaning plans tend to go awry. When you do slip up – like getting behind on your bookkeeping or not using your forecast every month – don’t beat yourself up over it. Make a slight course correction and get right back on track.

It will take some time for your new habits to feel natural, but don’t give up before you’ve given yourself the chance to make them stick!

  1. Get comfortable with discomfort

Change can be scary and will likely cause some sort of internal resistance – that’s totally normal! 

After all, your brain is programmed for survival which translates into always trying to stay on top of things.

This is why “you should always do what you are afraid of” doesn’t work. Our minds are quick to notice when things are out of the ordinary, so doing something new will immediately trigger stress or discomfort.

So instead, start small and gain your confidence before tackling bigger things.


Building good money habits that stick requires you to be thoughtful and intentional about what new behaviors you want to develop.

Identify your goals, set up a plan to track and monitor your progress and form supportive relationships with like-minded individuals. When you do slip up or it feels like an uphill battle, remember – slow and steady wins the race!



3 ways to ensure a smooth-as-butter audit

Are you soaking in the summer sun as much as I am? Here at 100 Degrees, I’m splitting my time between supporting clients and taking as many Zoom meetings as possible outdoors. The weather here in Buffalo is only nice for so long, so I’ve got to take advantage of that sunshine!

Lots of our clients have audits going on right now, and all of this audit work can be a major source of stress for nonprofit leaders. There are a lot of questions, a lot of panicked moments looking for that one missing contract, and tons of uncertainty as to whether or not you’ll “pass”.

But I’ve learned a few things after supporting dozens of audits over the years and want to share how to drastically improve efficiencies and reduce time spent on your audit.

If you don’t yet have an audit, STICK WITH ME! These are best practices you can use to free up time and brain space to focus on your mission and ensure you’re ready for any future audit.

Ready? Here are my secrets to a smooth-as-butter audit!

1. An organized, cloud-based document storage system halves prep time. Many audit firms use online file sharing systems, where they have clearly labeled folders for each item requested, so you can just drag and drop files into each one. This has virtually eliminated all back-and-forth email and helped us to speed up the time to prepare and submit documents. And to make your own preparation as quick as possible, start from day one with an online folder system in Google Drive or Dropbox – create a folder for each month and store all timesheets, receipts, bank statements, reconciliations, etc within that folder for easy reference later!

2. Quarterly reviews throughout the year dramatically decrease prep time. If you’ve ever undergone an audit, you probably know the hot topics and past issues for your organization. Common issues I’ve seen are around cash management and grant restrictions, so I suggest you do a mini internal audit of those hot issues each quarter. One client recently did this, completely solved their issues, and wiped the comment from the management letter!

3. The audit is a team effort, not just a task for the finance team. The audit timeline and goals should be shared across the organization because development, leadership, the board, and programs may all get pulled in at some point. Communicate early and often to get the whole team on board.

What questions do you have for me about the audit? Just click Reply and I’d be happy to answer!

PS – Want more info on how to prepare for a stress-free audit? Check out this article >>>


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Four Tips To Manage Your Email

Do you remember the days when email was exciting? When you’d hear that ding and get excited for a new client or that juicy newsletter from someone you admire? Well, if that once joyful “You’ve Got Mail” feeling has been replaced by email inbox dread, the latest episode of The 100 Degrees of Entrepreneurship Podcast is definitely for you.

Seeing emails pile up can bring on a great deal of anxiety. It can make you feel like you’re constantly behind and you can end the workday with more emails unread than when the day began. But putting productivity on pause is simply not an option when you’re running your business.

But having a plan and a system you use each day is the best way to tackle your inbox with confidence. 

In Episode 11 of The 100 Degrees of Entrepreneurship Podcast, we’re talking about managing your email, and here are my four key tips to managing your email inbox:

Tip #1: Unsubscribe to End The Noise

From promo emails to sale notifications things can get pretty crowded. And if you’re living with a personal email and a business email, it can feel like whack-a-mole throughout the day. My best suggestion: but otherwise, get rid of them. If you’re busy and not buying, just save your absolute favorites and ditch the rest. 

Trust me, you won’t miss the clutter. And if you miss something you can always resubscribe later. No worries!

Tip #2:
Only Check Your Inbox When You Can Respond

Whether it’s off-hours, you’re out with your kids, or you’re in the zone on your latest project, there are times when it’s just going to stress you out to check your inbox.

And that’s okay. 

My suggestion here is that you consciously decide that you’ll check your email at a particular time each day. If that’s not how you roll, then I’d encourage you to decide you’ll only check your email when you can respond to it. This skips the anxiety or the “writing the reply in my head” feeling you get when you feel the need to respond right away.

Multitasking and answering emails can lead to miscommunication or missed opportunities so the decision to check your email when you’re focused on that specific task is the way to go.

Plus, you get to show up more fully in whatever you’re doing which is a big impact booster for sure!

Tip #3: Batch Answer Similar Emails

Want an easy way to stay focused when writing or replying to emails?

Try this trick: Go through your email and answer or write emails that are related in some way.

This may mean responding to all emails from clients at once and then moving on to emails from team members and then responding to potential leads.

When you do this you’ll eliminate chunks of your email box at once, build momentum, and feel the progress you’re making.

And, you’ll find it easier to write when you’re dealing with the same audience or subject matter. So you may discover that this makes you an email reply superstar who gets more done in less time just by focusing more effectively.

Tip #4: Use Folders And Filters

Not everything in your email box needs your attention. So, using folders and filters is a great way to make delegation a breeze.

If you get an email that someone on your team needs or should see you can have those emails filtered over to them or create a folder where everything for that team member can live when they’re ready to dive into the inbox. 

*Bonus Tool Tip: Schedule emails with Boomerang

I think we’ll all agree that healthy boundaries around your time are essential. But there might be some late nights and weekends where you are checking or answering emails. 

One way to maintain your time-related boundaries when those instances occur is to use Boomerang. It’s a plug-in that allows you to schedule emails to be sent at a different time or to have an email you received boomerang back to you at a later date so you don’t forget about it. 

As an entrepreneur, you’re not always living a 9-5 life but this tool can help you maintain boundaries as if you are. And those healthy boundaries can really help everyone from you to your clients to your team feel comfortable and confident as they interact with you.

I can’t wait to celebrate all of your Inbox Zero accomplishments!

P.S. In case you missed it, here’s a quick review of the latest podcast episodes!

Episode 8: How Data Can Double Your Income and Not Your Workload with Jennifer Grayeb 

Jennifer Grayeb is the CEO of The Nimble Co, a consulting group focused on helping online business owners better understand their numbers so they can make data-driven and profit-generating marketing decisions. 

Jennifer and I talked about how to skip vanity metrics and use data to make more money and better decisions in your business.

Episode 9: 4 Strategies to Build a Sustainable Business

In Episode 9 I’m sharing four of my go-to strategies for building a business for the long haul. These strategies are ones that my clients and I use to grow our impact and our bottom lines every day and they’re things you can implement in your business right now.

Episode 10: Powerful Mindset Shifts to Bring More Abundance Into Your Life with Kari Elizabeth Enge

Kari Elizabeth Enge Kari Elizabeth Enge is the founder and editor in chief of Rank & File Magazine, a publication that shares authentic, vulnerable advice on building a social impact business. She’s also a coach for purpose-driven entrepreneurs. Rank & File Magazine has featured notable thought leaders and entrepreneurs such as Simon Sinek, Jessica Honegger, Liz Forkin Bohannon, Caitlin Crosby, and more.

In our conversation, we explored the brain trash we all need to take out to grow as people and as business owners. Her guidance offered practical tips for making these shifts so you can make a real impact in the world around you.

Headshot of 100 Degrees of Entrepreneurship podcast host Stephanie Skryzowski with a podcast microphone

Launching Soon: 100 Degrees of Entrepreneurship Podcast

I had this little idea in the back of my mind.

Sometimes when I’d be in the car alone, I’d practice an intro. “Hi, I’m Stephanie! Welcome to my podcast!”

I’d dream of how I’d interview guests. “Tell me the story of your business journey.”

Then one day, late last year, I decided now is the time and it all came together. Equipment, production, marketing, content – let’s just say it was a learning curve.

I am so thrilled to let you know that…

100 Degrees of Entrepreneurship Podcast

Launches on March 1st!

The show is a mix of solo and interview episodes where I chat with inspiring business owners to share their journey and experiences where they pushed outside their comfort zones to create impact on the world.

The first three episodes will drop on March 1st and you’ll be able to listen on iTunes, Spotify, and Google.

  • In Episode 1, I share my personal story – how a failed wannabe lawyer turned nonprofit worker built a business serving hundreds of leaders around the globe.
  • In Episode 2, I chat with Jessica Rasdall, a speaking expert who has turned her mess into her message.
  • In Episode 3, we blow your mind by explaining the difference between a bookkeeper, accountant, and CFO and what you’re missing without one of these critical roles.

This podcast is my heart and my dream and I’m equally terrified and over-the-moon excited to launch it into the world.

Stay tuned for an email on March 1st to let you know it’s live!

New Podcast Episodes Drop Each Week.

Get on our Email List

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To avoid a surprise a monthly budget tracker with a pen and cash bills and coins

There is such thing as a bad surprise

You will not achieve your goals if you don’t make them a monthly habit.

Not quarterly. Not annually. Monthly.

If you are surprised when your tax accountant tells you how much money you made last year when they’re preparing your taxes, you’re doing business wrong.

How much you make…

How much you spend…

How much cash is in the bank… 💰

…Should NEVER be a surprise! 😲

Savvy business owners who grow to 6- and 7-figures look at their numbers every single month – both what happened last month and their forecast for next month – so there is no surprise.

But what should you actually DO every month?

1. Do your bookkeeping. Make sure your numbers are accurate and reconciled.

2. Review your Profit & Loss statement and key metrics.

3. Update your projections for the rest of the year.

Have you ever been surprised by the numbers in your biz? Grab our Profit Playbook to build your own plan and never be surprised again!

If your Profit Playbook is helpful, please share on Instagram and tag me @stephanie.skry

Photo with a notebook to track your time study results

You’re going to hate this idea

Okay, friend.

I’m going to share a time when I had hit a wall.

I was trying to schedule an important meeting and the only time that was free was in the evenings after my girls were in bed. I ended every single day with a longer to-do list than when I started and I dreaded clicking that Zoom link yet again.

Intentionally working “after hours” was never part of my business plan.

My schedule had become filled with things that I didn’t like doing and that I wasn’t good at, and I knew something had to change.

Instead of metaphorically burning the whole business down (although I threatened it!), I decided to track my time for a few weeks and see where it was going!

Here’s the thing:

Time is an input to results.

We all want results, like hitting a certain revenue goal or serving a certain number of people. There are things we can do to help those results along, and spending our time is one input to our results.

So I looked back at my calendar for the previous five months to categorize and assess exactly where my time was going.

The results?

I spent about 2.5 days a week on calls! I got instant clarity on why I was feeling crunched.

Are you feeling the calendar crunch too? I suggest you do a time study!

Just like analyzing your finances is worthless unless you’re going to use the information to make smart decisions, the time study was pointless unless I actually did something about it.

I started batching calls, blocking time for no-meeting days, and adding rest and creative work time into my schedule so my weeks were more conducive to achieving my goals.

Are you investing your time in what activities will get you closest to your goals?

PS – Your weekly schedule should be a direct reflection of your biggest goals, so make sure that your time is spent on your goals!

Follow along on Instagram to see how my weeks look >>> @stephanie.skry

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Are your habits aligned with your goals?


Welcome to February, the month where New Year’s resolutions go to die!

***thinks of 25 year old Stephanie who made long rambling lists of things to accomplish in 365 days, like “learn to sail”***

Here’s what I’ve learned:

Everything doesn’t need to get done immediately.

True instant gratification doesn’t exist when it comes to our big goals.

For example, I thought about starting a podcast last year but knew that there was important groundwork I needed to lay before doing that. Rather than rushing it and releasing an okay version of the podcast just to check it off a list, I decided to wait until I was ready to do it right. (Hint, hint, exciting things coming!)

I’ve learned that little steps that become daily habits are much more effective to achieve your goals and have a bigger impact. And sometimes the little steps are actually just daily habits that we want to cultivate that will eventually add up to a much bigger impact.

When I wrote this, I went back and looked at my daily routine over the last five years and it has shifted and changed as my goals and priorities have changed. But the common thread is that my routine is always aligned with my goals.

Right now, my daily routine includes:

  • Exercising first thing every morning
  • Reading before bed
  • Drinking at least 64 oz of water
  • Tidying my workspace and the rest of my home
  • Writing in a journal

These daily habits keep me grounded, calm, focused, balanced, in control, and growth-minded. It’s like a mini checklist towards achieving my goals.

If your money or finances are part of your goals this year, your daily routine might include:

  • Checking your bank balance
  • Reviewing your forecast
  • Journaling about any mindset blocks
  • Check in with a friend
  • Practice self-care

PS – Daily routines are mini steps towards our big goals, so make sure that your days look like where you want to go. Want bite-sized pieces of content like this? Follow along on Instagram >>> @stephanie.skry

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5 Ways to Maximize Your Money Before December 31

Lists are kind of my thing. If there are more than two of anything, I will make a list. So December, with its shopping lists, gift guides, and year-end planning to-dos galore, is my favorite time of year.

Speaking of year-end planning, I wanted to share a few things that you can do as a leader to potentially save on taxes and maximize your money, friends!

Many of our clients had a really strong 2020, meaning a large net income. That’s amazing and worthy of celebration, but also comes with a potentially larger tax bill. I like to look at my taxes with gratitude (it means it was a great year!) but I also want to maximize my money because abundance leads to more abundance! 

Here are some ideas to maximize your money:

  1. Max out your retirement accounts. I’ve had a SEP IRA for a couple years now and always aim to max it out as early in the year as possible – this particular account lets you contribute 25% of your salary which is awesome. It’s a deductible expense for your business AND tax deferred savings for your future. I know it sounds intimidating, but it took me about 10 minutes to open and contribute to an account. My SEP IRA is at Vanguard.
  2. Donate to your favorite charity. My biggest challenge in donating to charities is choosing which one! I’ve worked with nonprofits for over a decade so it feels nearly impossible to choose just one worthy cause. Charity Navigator and Guidestar are great places to start researching nonprofits if you aren’t sure where exactly to donate. Charitable donations are also tax deductible, so win-win (just check with your CPA on any limits).
  3. Pay all your bills. If you’re looking at significant net income (that’s the money you have left over after all expenses), that also might mean a significant tax bill. To reduce that amount, pay your bills! Examples: you owe your coach a few more installments of your annual coaching program or your second payment for your website design is coming up in January. Pay them all now to increase your 2020 expenses and reduce your tax bill.
  4. Make any large purchases. Okay, listen very carefully. I am, IN NO WAY, advocating purchasing things you don’t need just to reduce your tax bill. However, if you have the cash in the bank (after setting aside your 3 month reserve), and there are major purchases you were going to make in January anyway, buy them now to reduce your net income and tax bill.
  5. Delay your income. Again, this is a strategy for those business owners who have significant net income at the end of the year. If you were planning on billing a client at the end of December, perhaps send your invoice in early January instead, so the revenue is collected next year. In a sense, this is “kicking the can down the road” but who knows what the next 12 months will hold, so why not take the benefit now.

Did you have a year of abundance? Which money maximizing strategies are you using in the next two weeks? 

If you want to get on our calendar to maximize your money all year long, schedule a time to chat here >>> 

If you aren’t sure which finance pro you need on your team, and the terms bookkeeper, CFO, and CPA are confusing, take our quiz here >>>


Note: This is not tax advice. Please talk to your CPA for specifics on how this applies to your business and personal tax situation.

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How to Set Goals for Your Nonprofit Organization

As originally posted on

Many nonprofit leaders are hesitant to create major goals this year, given the instability and uncertainty across the country and in our industry. The fundraising landscape has changed drastically in the last year as donors are reconsidering priorities, so nonprofit leaders are being forced to pivot and adapt constantly.

It may seem easier to stay the course, aim low, and hope for the best in terms of fundraising and programmatic objectives. However, it is vitally important, now more than ever, to create goals for your organization.

What you focus on expands.

Goals help us give regular focus to the end result we want to achieve. When we institute goals, we naturally steer focus there, which drives success.

A big goal without a tactical action plan is not likely to be successful. We need to understand the smaller steps that lead to a larger goal. So the process and plan we discuss below gives you a roadmap to get from where you are now to where you want to be and create the impact you want to achieve.

Goals may look different in each season, but the process of setting goals in your organization remains the same. Here are the five steps your organization should consider to set a strategic plan for the year that you will actually follow and achieve.

  • Shift your goal-setting mindset. Rather than thinking of your goals, strategic plan, or budget as rules that you must live by, think of them as a flexible roadmap to help you carve a path to your mission and vision. Instead of creating goals rooted in scarcity (e.g. We can only raise $100k this year so let’s see how much we can cram into that budget), create goals rooted in abundance (e.g. We need about $250k to operate the organization effectively and run our programs, so let’s figure out how to raise $250k). Remember, your goals should be a flexible roadmap to abundance!
  • Format your goals for success. A goal without a plan is just a wish, and a list of wishes won’t get your organization very far. I recommend using a template that breaks down your biggest vision into achievable tactics so you can look back on the year knowing you’ve accomplished it all.
    1. This starts with your big picture vision – in three years, where do you want your organization to be? 
    2. Then comes 3-5 strategies to help you achieve that vision  – what are the major initiatives you’ll need to accomplish to get you closer to the vision:
    3. Finally are 3-5 tactics under each strategy to actually get things done. These are SMART (Specific, Measurable, Attainable, Relevant, Time-Bound) and will comprise your to-do list throughout the year.
  • Align your goals and your budget. Your budget and goals must work together. You don’t want to set out to achieve some lofty goals then realize you didn’t budget for any of the resources you’ll need to actually achieve those goals. Review your goals, determine exactly what resources you’ll need to accomplish them, and include those in the budget.
  • Involve the team in goal-setting. When nonprofit leaders involve their teams in goal-setting and are transparent about the direction the organization is going, the team gains a greater sense of ownership for the success of these goals. When your team has a greater sense of ownership, they will be more engaged and committed to accomplishing the goals. But how do you actually involve your staff?
    1. Create teams either by department or cross-department, depending on the size of your organization
    2. Set parameters for the team so the goal-setting process doesn’t become a wishlist exercise. An example is: What are our three most important strategies for next. year?
    3. Bring the team’s work back to discuss as a larger group and incorporate suggestions into the organizational goals.
  • Roll out your goals. Many organizations fall into the habit of setting ambitious goals, getting the team fired up about them, then promptly forgetting about them until it’s time to set goals once again. This is a surefire way to not accomplish the impact you want to have. Here’s what to do instead.
    1. Share your goals with the entire team. Even if they didn’t participate in the goal-setting process, share your vision, strategies, and tactics with the entire organization (board too!) so you can get excited together about where you’re headed and hold each other accountable.
    2. Make your goals visible. Instead of printing them out, putting in a binder, and filing that binder away for the year, hang your goals on the wall! Give each team member a laminated copy to hang at their desk. Put them in the office break room. 
    3. Hold everyone accountable. Report on your goals at your staff meetings at least quarterly, so everyone understands the progress and how they can contribute to the organization’s success.

Now that you know the five steps to creating goals for your nonprofit organization that will actually help you make the impact you want to have this year, it’s time to implement. The beginning of a new year, when you’re also creating your budget, is perfect timing to set these goals, but starting fresh anytime is okay.

Stephanie Skryzowski is a Chief Financial Officer that helps purpose-driven leaders better understand and use their numbers to make smart decisions and grow their impact. She is the Founder and CEO of 100 Degrees Consulting which provides CFO and bookkeeping services to nonprofits and purpose-driven businesses around the globe. When she is not crunching the numbers in Excel, Stephanie is hiking and exploring with her husband and young daughters.

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Do you have too many tools in your toolbox?

Raise your hand if you have a drawer in your kitchen, so jammed with gadgets and tools that you can barely open it, let alone find anything useful inside.

*Sheepishly raises hand*

You know exactly what I’m talking about. There’s that fancy potato masher from Williams Sonoma and the cherry pitter from 8 summers ago when you went through a brief obsession with cherries.

You have so many tools in the drawer that you don’t actually know which one to use when, so you end up using exactly none of them and defer to a good old fashioned fork for mashing those potatoes.

I was recently thinking about business in the same way.

If you spend more than three seconds online, you will be bombarded with tools, software, PDFs, templates, checklists, and workbooks all promising you clarity and confidence in some facet of your business. 

You may use that checklist once, or partially implement one of the software programs you purchased, but your laptop and inbox soon becomes the kitchen utensil repository of unused tools. The back end of your business remains in chaos because you haven’t committed to one quality system or process. 

Especially in the early stages of our businesses, when we’re trying to protect our margins and be as resourceful as possible, we grab the free stuff and hope for the best.

It’s time to clean out that toolbox, my friends!

In our business, we have a few key tools that fill up our toolbox and that’s it. The tools have evolved and upgraded over the years, as they should, but we keep our toolbox neat and tidy. If it doesn’t work or it’s half-used, it’s canceled. Everyone knows which systems are for what and everything has its place (and a coordinating Standard Operating Procedure). 

Image of a keyboard and pen to symbolize simple tools in your business toolbox.

Here are our tried-and-true tools that keep the business running smoothly, without cluttering up the toolbox!


  1. Quickbooks Online – The best accounting software out there, in my opinion. User-friendly, affordable, and talks to lots of other software.
  2. Profit Playbook – This free template will help you see into the future of your business with clarity to make smarter decisions, grow your income, and increase your impact.
  3. Gusto – This is my go-to payroll company. They handle all of your tax filings and make running payroll SO easy.

Project and Client Management

  1. Asana – We use Asana to organize all of our client work, membership stuff, and internal projects. It has been a game changer to keep us organized and ensure not a single ball gets dropped.
  2. Dubsado – Client onboarding was always a super manual process done entirely by me and Dubsado has helped us automate 90% of the process (and remove me from the other 10%).


  1. Slack – We love Slack for internal team communication (and are thinking of moving our membership communication here too!)
  2. Acuity Scheduling – I haven’t had a back-and-forth email exchange about meeting times in years now. Love just sending people a specific link to schedule time to meet.
  3. ConvertKit – We moved to ConvertKit a year ago and love being able to track our emails, create automated sequences, and take advantage of their analytics to better reach our audience.

What are your favorite tools? Which tools of yours are jamming up the drawer and need to go?