Small Business Resources

Welcome to The Small Business Planner Resources! 

This page will be updated frequently so check back for guidance! 


  • Scalability: our preferred bookkeeping partner for businesses scaling above $500,000 in annual revenue. Click here to contact them and mention The Small Business Planner for special packages.

Bookkeeping Software

Accounting Firms


Sales Tax Compliance

  • Our trusted partner for sales tax compliance, Avalara is the industry leader in this complex area for small businesses. Click here to register and automate your sales tax collection and remittance process.

Human Resources + Payroll

  • Gusto

Please note that The Small Business Planner and Cash Flow for Creatives may have affiliate referral partnerships in place with any and all of the recommended vendor partners listed here. These are the tools and businesses we work with directly with clients and our own business. We hope these recommendations are helpful and encourage you to evaluate each suggestion for your own business needs and priorities.