BUDGET AND FORECAST

With this tool, you will be able to set a monthly budget, compare actuals, forecast income, expenses, and net income AND compare financials year over year!

HR TEMPLATES

Job Description, Handbook, Performance Evaluation, Employee Survey, Career Development

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%!