Things I Love To Recommend:

Recommended Tools

These are tried-and-true tools we use to work with you. I recommend these tools so often that I am an affiliate for some of them.
Mint
Mint.com — A free tool to keep track of your net worth online. Works well for personal finance.

 

Quickbooks

QuickBooks — If you’re an independent professional or run a small business, I recommend QuickBooks.  There’s nothing better in the marketplace at that price point. My experience shows that a full desktop version is far superior to Intuit’s online version.

Novel-Aspect

To give you cloud-based access to your financials, Veriditas uses Novel Aspect / Citrix to host a full desktop version of QuickBooks. This allows you to view your financials anytime, from anywhere with an Internet connection. (Your CPA will thank you!) Costs depend on the configuration that best serves you.
Intuit Payroll Service — Full payroll management, including direct-deposit paychecks to yourself / employees, electronic filing of taxes and reports. We can handle this for you, typically at a lower cost than you can do it yourself.
basecampBasecamp — Cloud-based project management. We use this as an online place to store project information, exchange info and discuss, monitor tasks, and keep up with your action plan. If you work with us, you’ll use our Basecamp for free. If you want to use it in your business, we encourage you to check it out. Free for up to 3 projects, about $20 a month for up to 10.
DropboxDropbox — Cloud-based file storage. Free for 10GB, about $10 a month for more space.
Skype — the tool we use Skype for long distance face to face meetings
[page to be modeled after the Resources page on http://jenspencercoaches.com — /resources.html — and when someone clicks on the books or the other tools for which Jasmine is an affiliate (in process of signing up as affiliate), it will go to separate page, like Jen’s does).