Resources
A bank for small businesses that will support you in your journey to improve your financial fitness
Using Relay will actually make you smile! They’re Profit First friendly, so you can have up to 20 accounts with no fees, and setup those transfers automatically. They have excellent customer services, connects with your accounting software, and allows you to securely send ACH payments for free, and to add team members to the account (aka your admin or your bookkeeper). This is the bank I use for my business and the only bank I recommend to my clients. Check out their page here, and use this link to sign up for free. You’ll be able to sign up for your account in 10 minutes! Really!
SimplePractice has everything you need to run your practice—from booking and scheduling to insurance and client billing.
I always recommend to use your EHR to run your payments too. It will minimize your admin load and will keep your client names separate from your accounting records.
Use my link to sign up and you’ll receive an extended 60-days free trial (vs signing up from their website).
My favorite EHR for therapy practices
Taxes as a new business owner course
Lisa Niser’s tax course for new business owners is exactly what you need to get your basics covered.
Accounting Softwares
And of course, Xero and Quickbooks Online are my favorite softwares to help you track your income and expenses.
Sign up through my firm to qualify for a discount! Email to get started.
Loom
This is of my favorite tools for my business! I use it to record videos for my clients and team members. It allows me to record my screen as I explain financial reports or to answer a question. It avoids another long email, and allows me to connect with others and bring that personal touch that’s missed through text.
Honeybook
Looking for a CRM (not for therapy clients) that will help you track your sales pipeline, sign contracts, invoice clients, and book consulting calls? I use Honeybook for my business and it’s made the whole process much easier and smoother for me and my clients.
Sign up with this link and get 25% off for ONE YEAR!
Valor Payroll Solutions
Christina from Valor Payroll Solutions is an award-winning payroll specialist. Reach out to her to support your business with this crucial task.
Let her know Liquid Cents sent you!
Tax Accountants
As a small business owner, you’ll want to work with someone whose expertise lies in this area.
You’re welcome to email me asking me for my tax accountant recommendations and I’ll send over some links!
Heads up, I receive commission if you purchase with some of the links on this page.