Three Platforms We Love
Posted on November 8, 2022

Do you know what I ❤️ LOVE ❤️ about working with so many different businesses?

Getting to see behind the scenes!

To keep them running smoothly and effectively we use these 3️⃣ platforms to support our clients (and in my own profitable 6️⃣-figure business as well)!

👉 Quickbooks Online: Intuit QuickBooks is hands down the only online bookkeeping software I use. It integrates with the other platforms in your business, captures all your transactions so you’re ready for tax time, AND you have accurate information and reports at your fingertips. There are three basic tiers (I don’t recommend the self-employed version- you may as well use an excel spreadsheet) and they are worth the money!

👉 Gusto: great service and value for your payroll and HR needs! They are the complete package and will do all your tax filings for you. Each employee has their own ‘hub’ where they can see previous paystubs, etc. Gusto will integrate with some of the time tracking platforms and connects to QBO as well. I’m a Gusto partner- if you go this route let me know and I’ll send a link to get you a freebie. I genuinely like and support this product!

👉 Melio: this is the newest addition to my ‘fav platform’ list! They make A/P processing a breeze- simplified and cheap. Personally, I’m switching to their A/R processing to save thousands of dollars on merchant fees (way cheaper than QB payments). This is a great platform for B2B transactions and they have amazing support to help along the way as you make the transition.
These are the top platforms we use to support our clients.

I’d love to know your thoughts – what do you use to keep your business functioning at such a high level?