Please note these are a variety of tools I use for myself (both personal and professional) as well as my clients.

Finance

Harvest - time tracking, reporting, and invoicing

Gusto - “automated payroll, HR, and more."

Chase Business Ink - Chase Ink Business cards are credit cards that allow business owners to earn rewards points on business expenses.

Carry.com - Carry is an all-in-one platform for tax-advantaged accounts, investments and strategy for business owners and high earning professionals. (Solo 401k Provider)

Monarch Money - Complete personal finance management (recently switched from Copilot.Money - which is fantastic but I kept running into specific annoyances with my use-cases). 

Snowball Analytics - Simple and powerful portfolio tracker--especially for automated dividend tracking. (Very cool product)

Accounting: 

Lettuce.co - S-Corp automated banking, accounting and tax management for solopreneur businesses (businesses-of-one). If you are interested in this, reach out to me directly as I'm happy to give you data to make informed decisions in this space.

Baselane Software - Online banking, rent collection, accounting and more — all in one place, for real estate investors and property management.

Zoho Books - Used for inexpensive bookkeeping and FP&A activities. If you are a business-of-one, while I historically have chosen best-in-class products for different functions of a business, it's hard to ignore the cost advantage of Zoho One, especially if you end up using multiple products that could displace others (CRMs, Agile/Project Management, Marketing, Forms, Surveys, eSign, etc). I'd encourage you to at least take a look.

(I’ve used Quickbooks Online (extensively) and have explored Xero, Freshbooks, TillerHQ (fantastic if you’re a googlesheet addict). Each one has pros and cons depending on your needs, your system and your accountant.)

Business Operating System (BOS) Management

(both platforms below are licensed by and handle EOS cadence/deployment well)

Strety - Strety is the ultimate digital headquarters for teams. Implement your BOS while managing people, projects, performance, and playbooks.

Ninety.io - Ninety is the central hub for remote, hybrid, and in-person teams that want to thrive. Work smarter and more effectively — together.

Email / Calendar / Spreadsheets / Etc

Google Workspace: The Business Standard workspace plan includes a built in scheduler and 2TB of space! Google Gemini Pro is now included! NotebookLM Plus will soon be as well!

Mimestream - Mimestream combines the power of macOS with Gmail’s advanced features for a new kind of email client that lets you move through your email effortlessly. (My absolute favorite mail client - and I'm in their iOS beta as well; it's fantastic.)

Cal.com - A fully customizable scheduling experience for individuals, businesses taking calls and developers building scheduling platforms where users meet users.

AI Tools // Automation

Fireflies.AI -AI Notetaker For Your Meetings (Transcribe, summarize, search, and analyze all your team conversations) - I've actually been using this for in-person recording every once in a while (successfully)

Granola - non-bot AI notetaker for zoom/teams/meet (consent guidance)

Fathom AI Notetaker - virtual meetings notetaker

N8N - workflow automation platform for technical teams

Misc Tools

1Password - Password / Secrets Management

Ghost - Ghost is a powerful app for professional publishers to create, share, and grow a business around their content. 

Carrd - “Simple, free, fully responsive one-page sites for pretty much anything.”

Digital Ocean - Gets $200 for 60 days. Set up simple, scalable virtual machines—called Droplets—in seconds to power your next project.

Other Business Tools/Products: 

I’ve used PandaDoc (e-signatures + automation), Jotform (forms + automation), Pipedrive (CRM + Automation), Make.com and Zapier (automation) in the past. Great products! But don’t use them currently.

At a high level, my philosophy at this point is fairly simple -> Google first. If Google can't do it (well), then Zoho. If Zoho doesn't do it or do it well, then I find the best in class and integrate/automate as needed.

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