helping you run a successful firm
NOT ONLY DO I LOVE BEING AN ACCOUNTANT FOR COACHES,
I ALSO ENJOY BEING A COACH FOR ACCOUNTANTS.
here you'll find resources to help you become the best accountant for your clients.
Learn More!
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
membership
I'm always searching for ways to be efficient and resources to help me do this. Check out my current favorite business tools that I use to run my company.
Quick Note: You'll notice that some of the resources I share below include a nice discount for you! Also, some of the links on this page are affiliate links. That means, I get a small commission if you purchase through this link. However, I make it a point to only share tools and resources I truly love and use. I wouldn't be surprised if you're already using some yourself because they are that good!
MY 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
pay my team easier
Payroll
New Gusto users will receive a $100 VISA gift card just for using my link!
gusto
organize my numbers
Accounting
QuickBooks online
get legally legit
use code: Pat10Accounting
Contract Shop
Linsey Levine
file my business
Document Filing Service
CorpNet
Financial + Legal
new openings - may 2022
Need guidance on running your firm? I've got you!
I offer one on one coaching for accountants so you can scale your business and reach those dreams even quicker.
We'll go over your goals and create a plan that works for you so you can keep your vision alive.
accountant coaching
one - on - one
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