Making changes isn’t always easy.  You likely have a busy work schedule, perhaps a family, and a social life that are all competing for your time.  But no matter how busy you are, it’s important to devote time to acquiring knowledge and building new skills.

To help you get started, I’ve put together a list of resources here that I found valuable and personally recommend.  I’ve also included why I loved the book.  If you have favorites and want to share, please do  You can submit suggestions via email at info@smifinancialcoaching.com.

Banking – Capital One
Can set-up multiple savings accounts online and nickname accounts to match savings goals.

Credit Monitoring – Annual Credit Report
Can request copy of your official credit report from all three credit reporting companies.

Social Media – HootSuite
Easy-to-use social media management tool that allows you to schedule posts to multiple social networks including Facebook, Instagram, Twitter, WordPress, and others.

Document Storage – Office365
Secure, filesharing that you can set-up access for team and clients.

Scheduling – Calendly
Eliminates email back-and-forth for scheduling appointments.

Payment – Square
Send invoices and collect payment with a secure and easy-to-use platform.

Email Marketing – MailChimp
Allows you to send campaigns to your email lists.

Customer Relationship Management (CRM) – Zoho
Keep track of your contacts and leads, as well as create workflows.

Web Conference – UberConference
Record calls and share files during web conference.

Accounting and Invoicing – Freshbooks
A tool that can provide invoicing, payment processing, expense tracking, and accounting reports that you can easily share with your CPA.