helping you run a                 firm

successful

here you'll find resources to help you become the best accountant for your clients.

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A place where accountant's, bookkeepers, and tax professionals come together to learn, network, and grow.

In the Lounge, we value abundance and community over competition. We believe that you don't have to run your business alone.  

accountant's lounge

community

accountant's toolbox

We know what it's like to run an accounting firm. We want to help others learn from our mistakes and our expertise. So, we've created a toolbox chock-full of helpful templates, samples, and advice. 

This resource is going to save you time AND money. And we know that those aren't always abundant when you're first starting a business. You'll find welcome letters, contract templates, on-boarding packets, etc. Time to say goodbye to all the second-guessing and hello to easy and editable templates.

Yes! Help me!

We're always searching for ways to be efficient and resources to help us do this. Check out our current favorite business tools that we use to run our company.

Quick Note: You'll notice that some of the resources we share below include a nice discount for you! Also, some of the links on this page are affiliate links. That means, we get a small commission if you purchase through this link. However, we make it a point to only share tools and resources we truly love and use. We wouldn't be surprised if you're already using some yourself because they are that good!

our FAVORITE TOOLS of the trade

RESOURCES

Grow My community

Online Membership Creation

Kartra

share my knowledge

Online Course Creation

Kajabi

20% OFF?! yes please

CRM, Contracts, Invoicing, and more!

dubsado

time to get organized!

Team Project Management

asana

Business Basics

I want to spread sunshine

Brighten your client's day by sending a bit of happy mail their way! Select from several options of pre-curated boxes offered through Box Fox as a simple way to show you're thinking of them even if you're miles away.

Client Gifting

box Fox

check them out

Never run out of beautiful images for your content again! With new images being uploaded monthly, you'll be impressed by the large library of content through this membership. You'll even have access to templates and marketing guides!

Stock Photography

ivory mix

shop now

Use the images and templates found in this library on your website, instagram, emails, and more! With new content constantly being added you'll be able to use the search filters to make sure you are choosing images that fit perfectly with your brand.

Stock Photography

Styled Stock Society

get them digits!

Organize your texts and social media chats all in a single place with Shout. Not only can you reply to customer service inquires, you can send out marketing blasts and meeting reminders!

SMS Marketing

shout

50% off for life?! let's do this

Extend your reach to your community by creating beautiful branded emails in minutes with this simple to use platform. Their predesigns layouts help ensure your emails always stay looking modern and fresh!

Email Marketing

Flodesk

bring my site to life

Elizabeth's stunning website templates are specifically designed to help you book more clients! Using Showit, you can customize her fun and thoughtful designs to bring your website to life.  

Website Templates

EM Shop

fresh site coming right up!

Are you loving my website? It's designed on Showit which is a really simple drag and drop platform that allows for so much customization. It even allows for seamless integration of my WordPress blog!

Website Builder + Host

showit

Social + Marketing

COME HANG OUT WITH ME ON Instagram @Patton.accounting