If you’re suffering from analysis paralysis, or you don’t know what you don’t know, I’ve curated a list of the best tools, books, and courses to help you build and automate your small business.

With so much free information out there on the Internet, it’s easy to feel overwhelmed and not know where to start!  I completely understand — I’ve been there, and so have many of my clients and readers.

In this SMI Financial Coaching Resource section, I’ve listed the top tools, books, and online courses that have helped me build, run, and automate my business.

Important Disclosure:

Some of the links below are affiliate links, which means that if you choose to make a purchase, I may earn a small commission. This commission comes at no additional cost to you. Please understand that I only recommend resources and companies that I have personally used or researched, and have added them to this list because they are helpful and useful.  Please only sign-up or purchase these products if you feel that you need them or that they will help you achieve your business and financial goals.   

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.

Some of these may be affiliate links, which means at no cost to you, if you click through and make a purchase, I will earn a small commission.

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.

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

Document Storage – Office365
Secure, file storage in the cloud for all critical files, including filesharing that you can set-up access for team and clients.

Scheduling – Book Like a Boss
Eliminates email back-and-forth for scheduling appointments, with ability to take payments prior to bookings.

Email Marketing – ConvertKit
Allows you to send campaigns to your email lists and segment your list, unlike many other email marketing tools.

Receipt and Paperwork Scanning – Shoeboxed
Allows you to mail your business receipts, business cards, and paperwork to be scanned on a monthly basis. All the files are available in a personalized cloud storage for life.

Sticker Mule – Sticker Mule
Get your company logo and design on stickers, buttons, magnets, etc.

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.

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.