My Top Recommendations


Reach your
full potential.

Let Me Guess

You:

  • Feel overwhelmed whenever you think about your finances (business & personal)?
  • Keep working hard for your money but you have no idea where it goes and there never seems to be enough?
  • Wish you could manage your finances but don’t know where or how to start?


You want:

  • to overcome financial anxiety and feel empowered?
  • to feel confident in how you’re running your business?
  • the money you work hard for to help you achieve your goals?

 

I know with absolute confidence that this can be a reality for you, and it is exactly what I will help you achieve.

Money can be a complicated and emotional topic… I know what it’s like to feel like you don’t know where to go to find answers that you think everyone else already has.

The accountancy industry can be full of judgement, making it hard to ask questions. It causes fear that you’ll be criticized for your lack of knowledge or for the position you’re in. I use my expertise to help business owners tackle their finances head on, but I do this with empathy, compassion, and without judgement.

Everyone asks me that one burning question...

“What tools can I use to make running my business easier??”

So, I’ve thrown this list together of my top favourite tools, resources and items!

Note: Some content may contain affiliate links as I never work with a brand or showcase a product that I don’t personally use or believe is best for my clients!!

1. Money Mindset

The first step is looking inward. I can teach you the steps all day long but you will never truly want to actually do the work required until we work on improving your money mindset and anxiety. We get clear on the specific limiting belief that is holding you back and tackle that head on to attract more abundance and ease into your life.

2. Money Management

The next step is to find simplicity and clarity in your finances as they currently are. We set up a system in place that is very simple and easy to follow to track and organize the flow of money in both your business and personal life.

3. Financial Planning

Once the first 2 steps are in the works, we can take that foundation to start putting a process together to set you up for future success with budgeting, goal setting and financial planning ensuring you feel confident that you are working towards your goals.

Testimonial!

Private 1on1 Coaching

5 stars, 12/10, I’m all in for this girl! She’s worth all the money and I’m so freaking grateful I’ve found her! One of the top investments I’ve made into myself and my business!

Caitlin Louise, Wedding Photographer
Private 1on1 Coaching Client

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Bank Accounts

Novo - Business Bank for Americans

Business Bank Account for Americans - Novo is a powerfully simple business banking platform with no hidden fees built for small business owners. It’s an easy online bank account you can open even before you are a registered LLC. I can never preach enough how important it is to have your business and personal finances separated, so if you don’t have a business bank account (and you’re American) click on this button now! The whole process can take only 15 minutes and you’re set!

CIT - HYSA for Americans

High Yield Savings Account for Americans Novo is a powerfully simple business banking platform with no hidden fees built for small business owners. It’s an easy online bank account you can open even before you are a registered LLC. I can never preach enough how important it is to have your business and personal finances separated, so if you don’t have a business bank account (and you’re American) click on this button now! The whole process can take only 15 minutes and you’re set!

EQ - HISA for Canadians

High Interest Savings Account for Canadians Novo is a powerfully simple business banking platform with no hidden fees built for small business owners. It’s an easy online bank account you can open even before you are a registered LLC. I can never preach enough how important it is to have your business and personal finances separated, so if you don’t have a business bank account (and you’re American) click on this button now! The whole process can take only 15 minutes and you’re set!

Accepting Payments

Stripe

Payment Gateway - Stripe is the most widely used platform to accept and process payments online, especially if you want your clients to have access to pay via credit card. (Fee includes 2.9% + $.30 per transaction. ) It’s not the easiest user interface to manage so I recommended to most clients using a management platform that integrates with Stripe (mentioned below). Generally less fees than Paypal! Accepts payments from most countries worldwide but best to confirm

Paypal

Payment Gateway - Very popular, trusted and integrates with most platforms. Generally easy to use and well known but always tends to have higher fees in the end. I personally try to use other gateways before Paypal but will use it for it's ease and popularity.

Wise

International - Formerly known as Transferwise, used for international banking. No matter who you are I always recommend that everyone opens up a Wise account. Allows you to have multiple bank accounts in various countries/ currencies and accept international currencies. Generally has lower exchange rates than if you were to use a bank!

Accounting Software

Wave - Free

Free Basic Accounting - If you really want to start getting into accounting softwares, Wave is a free, online software alternative to Quickbooks. Wave helps manage invoices, credit card payments, accounting & payroll. Best for small businesses & freelancers.

Quickbooks

Accounting Software - QuickBooks gives self starters and small businesses the features they need to get thier business finances organized. Track income & expenses, send invoices, perform bookkeeping and more. Best to go with Quickbooks Self Employed if you are starting out solo.

Client Relationship Management

Honeybook

CRM - One stop shop for all client management needs. CRM's are great for managing all correspondence and billings with clients. Many people who are looking to get their money systems streamlined have their main issues solved with a good CRM. Honeybook allows you to build beautiful custom-branded proposals & invoices. Track project tasks and expenses. Schedule and automate client payment reminders. Manage everything in one place!

Sell Online

SendOwl

SendOwl makes it easy for you to sell digital products direct to your audience from anywhere you can paste a link. Essentially if you want to be able to process a payment by just sending someone a link (or adding a link to your site/ blog/ page etc. sendowl does this for you!) It also allows you to create affiliate codes and discount codes. (What I used to sell this and previous programs)

Behind The Scenes

Convertkit

SendOwl makes it easy for you to sell digital products direct to your audience from anywhere you can paste a link. Essentially if you want to be able to process a payment by just sending someone a link (or adding a link to your site/ blog/ page etc. sendowl does this for you!) It also allows you to create affiliate codes and discount codes. (What I used to sell this and previous programs)

Canva

SendOwl makes it easy for you to sell digital products direct to your audience from anywhere you can paste a link. Essentially if you want to be able to process a payment by just sending someone a link (or adding a link to your site/ blog/ page etc. sendowl does this for you!) It also allows you to create affiliate codes and discount codes. (What I used to sell this and previous programs)

Thinkific

SendOwl makes it easy for you to sell digital products direct to your audience from anywhere you can paste a link. Essentially if you want to be able to process a payment by just sending someone a link (or adding a link to your site/ blog/ page etc. sendowl does this for you!) It also allows you to create affiliate codes and discount codes. (What I used to sell this and previous programs)

Women Helping Women Facebook Group

SendOwl makes it easy for you to sell digital products direct to your audience from anywhere you can paste a link. Essentially if you want to be able to process a payment by just sending someone a link (or adding a link to your site/ blog/ page etc. sendowl does this for you!) It also allows you to create affiliate codes and discount codes. (What I used to sell this and previous programs)

Express VPN

SendOwl makes it easy for you to sell digital products direct to your audience from anywhere you can paste a link. Essentially if you want to be able to process a payment by just sending someone a link (or adding a link to your site/ blog/ page etc. sendowl does this for you!) It also allows you to create affiliate codes and discount codes. (What I used to sell this and previous programs)

Nikki's Favorites

Franc & Iris Bluelight Glasses

SendOwl makes it easy for you to sell digital products direct to your audience from anywhere you can paste a link. Essentially if you want to be able to process a payment by just sending someone a link (or adding a link to your site/ blog/ page etc. sendowl does this for you!) It also allows you to create affiliate codes and discount codes. (What I used to sell this and previous programs)

SafetyWing

SendOwl makes it easy for you to sell digital products direct to your audience from anywhere you can paste a link. Essentially if you want to be able to process a payment by just sending someone a link (or adding a link to your site/ blog/ page etc. sendowl does this for you!) It also allows you to create affiliate codes and discount codes. (What I used to sell this and previous programs)

Bank Accounts

Novo

Business Bank Account for Americans – Novo is a powerfully simple business banking platform with no hidden fees built for small business owners. It’s an easy online bank account you can open even before you are a registered LLC. I can never preach enough how important it is to have your business and personal finances separated, so if you don’t have a business bank account (and you’re American) click on this button now! The whole process can take only 15 minutes and you’re set!

Novo

Business Bank Account for Americans – Novo is a powerfully simple business banking platform with no hidden fees built for small business owners. It’s an easy online bank account you can open even before you are a registered LLC. I can never preach enough how important it is to have your business and personal finances separated, so if you don’t have a business bank account (and you’re American) click on this button now! The whole process can take only 15 minutes and you’re set!

Novo

Business Bank Account for Americans – Novo is a powerfully simple business banking platform with no hidden fees built for small business owners. It’s an easy online bank account you can open even before you are a registered LLC. I can never preach enough how important it is to have your business and personal finances separated, so if you don’t have a business bank account (and you’re American) click on this button now! The whole process can take only 15 minutes and you’re set!

Deep Dive

For those who just need pointing in the right direction and want some 1-to-1 counsel. 

The Deep Dive program is a 1on1 consultation where I target the main requirements you need improving, perfect for the DIY entrepreneur. 

It’s quick, efficient and you will leave with the tools and inspiration to go and implement big shifts in your life.

What you get:

  • A pre call package that includes selected worksheets, resources and a questionnaire to be filled out prior to the 1-to-1 call
  • 2 hour 1on1 deep dive call tailored for each client’s particular needs and desired focus
  • A week of messenger support, with a half-hour follow up call at the end of the week 

Private 1on1 Coaching

For those who want that extra 1-to-1 support throughout the entire process. 

The bespoke 1-to-1coaching is where I become familiar with the details of your operations so that I can guide you step by step through the entire process, perfect for anyone who likes more accountability and support.

  • Personal 1-to-1 coaching and support
  • 1 hour call per week
  • Unlimited messaging support between calls
  • Review of any submitted work/ processes between calls
  • Access to all resources, templates and content to help support you in the process

Deep Dive

For those who just need pointing in the right direction and want some 1-to-1 counsel. 

The Deep Dive program is a 1on1 consultation where I target the main requirements you need improving, perfect for the DIY entrepreneur. 

It’s quick, efficient and you will leave with the tools and inspiration to go and implement big shifts in your life.

What you get:

  • A pre call package that includes selected worksheets, resources and a questionnaire to be filled out prior to the 1-to-1 call
  • 2 hour 1on1 deep dive call tailored for each client’s particular needs and desired focus
  • A week of messenger support, with a half-hour follow up call at the end of the week 

Testimonial

Who you going to call?