Cloud Accounting Is All About The Technology That Powers It
These are the apps that I have vetted and know will help you build out a great stack
Some have affiliate links for me (yay me!). Some have discounts & special offers for you (yay you!).
All of them are fabulous!
Before you get SAAS (Shiny App Attention Syndrome), decide what you really need to help you manage your business and your client relationships!
More is not necessarily better.
I would love to help you evaluate apps!
Workflow Applications
Tasklists, integrated actions, client communications
ASANA
Work on big ideas, without the busywork.
CLICKUP
One app to replace them all
KARBON
How Work Gets Done.
PIXIE
How Small Accounting Firms Get Organized and Manage Work
50% off first 2 months with code: KELLIE520
PROCESS.ST
Simple Process and Workflow Management
TAXDOME
All-in-one platform for CPAs, bookkeepers, and accounting firms.
Taxdome has my templates in their system
Contracting & Engagement Applications
Proposals, Information Gathering, Contracts, Payment Processing
FINANCIAL CENTS
The only platform you need to scale your firm
LISCIO
Your All-In-One Digital Front Office Platform to Delight Clients and Staff
50% off Setup, 20% off Annual Subscription, plus 25 Free E-docs
PANDADOC
Sales Documents That Close
TAXDOME
360° software solution to manage your practice
Form Building Applications
If you want help to learn how to build kickass forms, I would love to teach you how to harness their power.
COGNITO FORMS
This is a super feature packed form builder!
GOOGLE FORMS
A free and easy to use form builder
TAXDOME
Your clients can upload their documents directly in response to questions
TYPEFORM
Turn data collection into an experience
Backoffice Applications
These are apps to power and secure your back office operations.
All you need to do is show up at the right time
CANVA
Design Anything
CLOUDHQ
Gmail and Microsoft Productivity & Back Up Tools
GOOGLE WORKSPACE
Everything you need to get anything done, now in one place
GRAMMARLY
Great Writing, Simplified
TIDYCAL
The simplest way to book and schedule meetings in one place
ZAPIER
Zapier makes you happier!
ZOOM
Keeping you securely connected, wherever you are.
PRACTICE PROTECT
More Trust. Less Risk.
REWIND
Protect your data. Protect your business.
Cloud Accounting Applications
Source documents - Accounting - AR & AP payment processing - Timesheets - Payroll
DEXT
Smarter accounting software
FRESHBOOKS
The all-in-one small business invoicing and accounting solution
PLOOTO
End to End AR/AP Pain Relief
QUICKBOOKS
The all-in-one small business accounting software
REWIND
Automated Backups. Painless Recovery.
RIGHTTOOL
Chrome extension that creates QuickBooks Desktop efficiency
XERO
Accounting software for small business, that works anywhere you do
Education and Coaching Programs
Hiring, bookkeeping skills, marketing, scaling your practice through a start-to-finish program, courses, group sessions…
Check back here as I add more partners to help you build a business you love
CPB CANADA
We set the standard for bookkeeping excellence
E-COMMERCE TRAINING ACADEMY
All The Tools You Need To Build A Successful E-commerce Accounting Business
FUTURE FIRM ACCELERATE
Learn how to fast-track the growth of a modern, scalable 7-figure+ accounting firm
REALIZE COMMUNITY
Build Shared Leverage Through Collaboration
ROUNDTABLE LABS
Where Everyone Counts
THE IMPACTFUL ADVISOR
Real impact starts with you.
TRIFOLD BOOKKEEPER ADVISORS
We are professional certified bookkeepers who provide bookkeeping training
Calmwaters’ Tech Stack
I have had a bookkeeping business for over a dozen years and have been running a cloud-based one since 2012. I love my tech stack and want to show it to you!