My Favorite Tools

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As a small business owner, leveraging the right tools can significantly enhance productivity, streamline operations, and drive growth. I work with many tools to help my clients. below is a list of some of my favorites:

Business Operations
  • FreshBooks: A cloud-based accounting software designed for small businesses and freelancers offering bookkeeping, invoicing, expense tracking, and tax preparation.
  • Loom: A video messaging tool that allows users to record their screen, webcam, and voice simultaneously.
  • Canva: A graphic design platform that allows users to create visual content with ease with a  library of templates and design elements.
  • Mailchimp: An email marketing platform offering customizable templates, automation, and analytics.
  • Trello: A project management tool known for its intuitive interface and Kanban boards, facilitating task organization and team collaboration. ​
  • ClickUp: An all-in-one project management and productivity tool offering customizable task lists, document collaboration, and workflow automation.
  • Zoom: A video conferencing tool that facilitates virtual meetings.
  • Norton/Lifelock: A cybersecurity software that protects small businesses from malware, phishing attacks, ransomware, and online threats.
  • iDrive: A cloud backup and storage solution that helps businesses and individuals securely back up, sync, and restore data across multiple devices.

Workflow Improvement

  • Dropbox: A cloud-based file storage and collaboration platform that allows businesses to securely store, sync, and share files.
  • Notion: A digital workspace platform that consolidates multiple software tools into a single, flexible platform for note-taking, project management, and collaboration. ​
  • Zapier: An automation tool that connects apps and services, enabling businesses to create workflows that automate repetitive tasks without coding.

AI Tools

  • ChatGPT: An AI-powered chatbot that assists with answering questions, generating content, and automating tasks.
  • NotebookLM: A research and note-taking assistant that helps users summarize information, generate insights, and organize their knowledge.
  • Microsoft Copilot: An AI-powered assistant integrated into Microsoft 365 that enhances productivity by automating tasks, summarizing documents, and providing smart recommendations.