Our Recommended Apps
This page outlines the apps and software we use in our own work, along with tools we regularly recommend to clients. There’s no single “right” tech stack for every business or household, but these are tools we’ve found to be reliable, practical, and easy to support.
Some of these platforms are part of our internal workflow. Others are tools we’re familiar with and comfortable helping clients navigate. We don’t recommend software we don’t understand or wouldn’t use ourselves.
Technology should make things easier, not more complicated. Our goal is to use and recommend tools that reduce friction, improve clarity, and support how people actually work, not just what looks good on paper.
If you’re already using something different that works for you, that’s okay. This list is here as a reference, not a requirement.
QuickBooks Online
Cloud-based accounting software used for bookkeeping, invoicing, payroll, and financial reporting. Reliable, widely supported, and well-suited for small and growing businesses.
Calendly
An online scheduling tool that allows clients and contacts to book time without back-and-forth emails. Simple, efficient, and easy to use..
Slack
A messaging platform that keeps conversations organized and easy to follow, reducing email clutter and improving day-to-day communication.
Google
Used for email, document storage, spreadsheets, and collaboration. Familiar, accessible tools that make sharing and organizing information straightforward.
ClickUp
A project and task management tool used to track work, deadlines, and processes in one place. Flexible enough to support different workflows.
Mailbird
A desktop email client that brings multiple inboxes into one clean interface, helping streamline communication without juggling multiple apps.
Wave Accounting
Free, cloud-based accounting software suited for very small businesses and sole proprietors. Useful for basic invoicing, expense tracking, and simple bookkeeping needs.
Microsoft 365
A suite of productivity tools including email, document creation, spreadsheets, and file storage. Commonly used in professional environments and well suited for collaboration and structured workflows..
Dropbox
Cloud-based file storage used for sharing, syncing, and backing up documents. Helpful for keeping files accessible and organized across devices and teams.