Number Nerd Bookkeeping Solutions

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  • Bookkeeping Help
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Free Webinars:

  • Onboarding Webinar: Crafting Your 5-Star Onboarding Process: Enhance Your Client Experience
  • Lead Webinar: Crafting Your 5-Star Lead Workflow: Enhance Your Client Experience

Case Studies:

  • Case Study: Solopreneur Jumpstarts Business with Workflow Templates

Recommended Software:

I'm sharing some programs I love, personally use, and recommend.

Administrative Software:

  • Password management: Lastpass
  • File storage: Dropbox
  • Online file storage: Google Drive
  • Time tracking + invoicing: Harvest
  • Time tracking for the Construction industry: ClockShark
  • Tracking mileage: Mile IQ
  • Meeting scheduling: Calendly
  • Online Business Plan: LivePlan
  • Automation of tasks: Zapier
  • Social media scheduling: CoSchedule
  • Newsletter: ActiveCampaign
  • Video conferencing: Zoom

Project and Team Management Software:

  • Team project management: Teamwork
  • Team project management: Asana
  • Client management: 17Hats
  • Relationship management: Cloze

Accounting and Payroll Software:

  • Accounting software: QuickBooks Online
  • Payroll: Gusto

*This page contains some affiliate links, which means that I receive a small compensation if you choose to use some of these programs. I would never recommend a program that I do not fully support.*

Helpful Legal Info from The AWB Firm:

  • Legal Road Map® Podcast S1E4 -  Do I Need an LLC or Corp. for my Business?
  • Legal Road Map® Podcast S1E2 -   All About Contracts, The Most Important Legal Protection for Creative and Online Businesses
  • Legal Road Map® Podcast S1E5 - IP for Your Business, Copyrights, Trademarks, Patents, and More
  • Legal Road Map® Podcast - S3E45 - Trademark Infringement - How Close is Too Close?
  • Legal Road Map® Podcast - S2E37 - All About Hiring Employees and Contractors

Free Downloads:

  • Weekly Workflow Template
  • Biz & Books Planning Checklist
  • Monthly Overhead Expenses
  • Find Your Business Mentor
  • End-of-Year Financial Review
  • Business 9-1-1 Planning
  • Don't Run Out of Cash
  • Back-on-Track Bookkeeping Spreadsheet
  • Your Monthly Bookkeeping Routine Checklist
  • Choosing the Right Bookkeeping Tool Cheat Sheet

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