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Tools for Business Success

Regardless of where you currently stand in your business journey, the right tools can:

Establish operational efficiencies in your business, enabling you to concentrate on business development.

Assist in managing crucial business records, including information about vendors, clients, partners, contacts, and opportunities.

Provide an understanding of your sources of revenue and track your expenses effectively.

We recommend these business tools based on personal experience using them in one of my businesses or receiving positive feedback from a trusted source. Over time, you’ll discover what works best for your business. The crucial step is to automate as swiftly as possible, allowing you to concentrate on expanding your customer base. We believe some of these tools can help you accomplish this.

Customer Relationship Management (CRM)


SmartSuite helps coordinate people and work across all levels of an organization to ensure that team members have the information they need to accomplish the work that matters most.  Team members can create the perfect workflow in minutes or choose from over 200 industry-leading templates that can be quickly tailored to their exact needs. I use Smartsuite in two of my businesses today to manage our contacts, vendors, partners, and clients and to automate operations using workflows.


Small business with big dreams? Let Keap’s powerful CRM & automation solution help you achieve your business goals. Get started today.

Automate it with Keap.



By using QuickBooks Online, you will save time and money because it is designed as a simple, automated, and organized platform that stores all your accounting information in one place.

QuickBooks Online also helps with managing your invoices and expenses by using custom reminders and tracking features throughout its lifetime. I’ve used Quickbooks in each of my six companies for the past 20 years.

Save time and focus on the tasks that really matter, with the help of This is the customizable platform that streamlines workflows, automates repetitive work, and improves communication. Within, you’ll get access to important solutions such as Project Management, Marketing Management, Customer Relationship Management (CRM), Team Management and Tasks Management



VPN stands for “virtual private network” — a service that protects your internet connection and privacy online. VPNs create an encrypted tunnel for your data, protect your online identity by hiding your IP address, and allow you to use public Wi-Fi hotspots safely. I’ve been using NordVPN for several years now on both my desktop computer and, more importantly on my laptop when I travel. Whenever I’m in a public place, coffee shop, hotel, airport, or even client office, my laptop is protected from outsiders whether I’m connected to local Wifi or not.