Gwendolyn's Favorite Things

Full Disclosure: Some of the links below are affiliate links, meaning at no cost to you, I will earn a small commission if you click through and make a purchase. I only recommend tools I've actually used in my business or a client's business. 

17 Hats 

OVERVIEW

 

An all-in-one suite of business tools to make things easier. You may think, “I only need help with invoices.” Or, “I only need electronic contracts.”
But what you really need – what would really make business easier – is a
comprehensive, all-in-one tool that gives you everything. That’s 17hats.

 

WHY GWENDOLYN LOVES IT

As my business started to grow, one of the things I quickly realized was that doing quotes, service agreements, invoices and intake forms by hand took up too much time. I wanted a way to guide clients through the onboarding process quickly and as easy as possible for them.

When I implemented 17Hats, my onboarding time went from 30 minutes to 10 minutes because I was able to create all my templates ahead of time and setup workflows. 

Teamwork Projects

OVERVIEW

 

Project management software that lets you own the big picture. Teamwork Projects takes care of the details so your team can focus on delivering results.

 

WHY GWENDOLYN LOVES IT

Teamwork Projects was a game changer for me. I needed  something to help track tasks, communicate with clients, and centralize information and details for the team. Teamwork has allowed us to create projects for each client so that everyone has visibility on progress.

We've eliminated the need for dozens of back and forth emails, we've centralized key documents related to each project, and we are more efficient and productive because of it.

Bench Bookkeeping

OVERVIEW

 

Get a professional bookkeeper at a price you can afford, and powerful financial reporting with zero learning curve.  Bench gives you a dedicated bookkeeper supported by a team of in-house experts. They take the tedious financial admin and bookkeeping stress off your plate—for good.

 

WHY GWENDOLYN LOVES IT

I was overwhelmed with trying to keep up with the bookkeeping process in my business. I always found myself getting behind on my financial paperwork because I was so busy working on client work. I wanted to stay focused on improving the customer experience and lead generation process to drive revenue and continued growth, not reconciling expenses and Bench helped with the process.

I'll be honest, the first time I tried to sign up it didn't go so smoothly lol, but I believe in 2nd chances and Bench has been great ever since. This has been a huge relief for me.

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