Tools I Use to Run My Business

A behind-the-scenes look at the systems, apps, and platforms I rely on to keep Organized Books Co. running smoothly.

QuickBooks Online

Your business’s financial hub. QuickBooks Online keeps your income, expenses, and reports organized in one secure, cloud-based place—so you always have a clear, up-to-date view of your numbers.

DEXT

Your receipt and document hub. Dext makes it easy to capture, store, and organize receipts and invoices digitally—so nothing gets lost and your records stay clean and up to date.

Wagepoint

Your payroll, simplified. Wagepoint makes it easy to pay your team accurately and on time, while handling payroll calculations and remittances—so you can stay compliant without the stress.

Plooto

Your payments, streamlined. Plooto makes it easy to send and receive payments, manage approvals, and keep cash flow organized—all in one secure place.

Bookkeeping Templates & Resources

Practical tools and guides designed to help you stay organized, save time, and feel more confident managing your business finances.

Looking for more support? 👉

DIY Bookkeeping Membership

Best for: Business owners who want to manage their own books with guidance, structure, and ongoing support.

If you prefer to handle your own bookkeeping but want to make sure you’re doing it right, this membership gives you the tools and support to stay organized and confident in your numbers.

Inside, you’ll learn how to set up and maintain your bookkeeping system step-by-step, with access to practical resources and ongoing support to keep you on track.

What you can expect:

• Step-by-step guidance to set up your bookkeeping system

• Access to training resources and educational content

• Support within a community of like-minded business owners

• Simple workflows and processes to stay organized

• Tools, templates, and resources to streamline your bookkeeping

• Ongoing support to help you stay consistent and avoid falling behind

Stay Connected

Get a monthly check-in with simple tips, updates, and helpful reminders to keep your business organized and on track.