A person in a gray blazer holding a coffee cup and pulling a black rolling suitcase against a tan wall.

Free Resources for Small Business Owners

Simple tools to help you take control of your business finances- without the overwhelm.

Whether you're just getting started or looking to tighten up your operations, these free resources are designed to help real business owners like you.

Two people sitting at a table during a meeting or interview. One person is typing on a laptop while the other is taking notes in a notepad. The table has a glass of water, a vase with two calla lilies, and some books.

Tools We Recommend

These are the platforms, apps, and services we actually use and trust to help run small businesses more efficiently. From invoicing and payroll to automation and file organization, these tools can save you time, reduce stress, and support smarter decision-making.


Note: Some links may be affiliate links, but we only recommend what we genuinely use and believe in.

Green and white logo with lowercase 'ab' inside a rounded square.

QuickBooks

The gold standard for small business bookkeeping. It keeps your income and expenses organized and integrates well with countless apps.

Best for: Tracking finances, invoicing, and reconciling bank accounts.

The word 'gusto' in white lowercase letters on a red background.

Gusto

When you’re ready to grow into payroll, Gusto makes onboarding and tax filings smooth.

Best for: Paying yourself or a team, with built-in compliance support.

Logo of ChatGPT, featuring a geometric, interconnected design resembling a brain or knot, with digital circuit lines in the background.

ChatGPT

Use AI to draft emails, generate marketing copy, or build SOPs for your business- saving hours each week.

Best for: Content creation, automation, and brainstorming

Logo of ConvertKit, featuring a red circular arrow icon beside the company name in black text

ConvertKit

Build and automate your email list with customizable forms and sequences.

Best for: List building, lead magnets, and nurturing your audience.

A man with a beard and mustache promotes Taivnd, a dating app, holding a smartphone with the app's logo. The background features app icons and a call-to-action button to download the app.

Tailwind

Plan your social content visually and automate posting for Instagram and Pinterest. 👉

Best for: Content batching and maintaining a social media presence.

The word 'podia' in white lowercase letters on a purple background.

Podia

Want to monetize your expertise? Podia makes it easy to launch and sell online courses.

Best for: Course creators or service-based businesses building digital products.

The word 'NEXT' in bold turquoise letters on a white background.

NextInsurance

We recommend Next Insurance for affordable, customizable coverage tailored to small business owners.

Best for: Whether you're a sole prop or scaling up, they make getting insured quick and easy - no paperwork, no hassle.

Yellow background with the word "HONEYBOOK" in black, bold, uppercase letters in the center.

HoneyBook

A streamlined client management system for sending proposals, contracts, and invoices-beautifully.

Best for: Freelancers or consultants handling client relationships.

Colorful app icon with a gradient from pink to yellow to blue, featuring a modern white upward arrow and curved line design.

ClickUp

All-in-one task and project management that grows with your business.

Best for: Organizing bookkeeping processes, client work, or content creation.