Partners & Discounts
I get questions all the time about the software and tools I use to run my business and manage my finances! Here’s a little glimpse into my world and the software and tools I recommend to my clients. Plus, I’m sharing any discounts I can offer you so you can start to get in control of your finances.
Please note: Your CFO On The Go endorses products, companies and brands we genuinely love and support. As such, some of the links on our website and this page may be an affiliate link. If you end up making a purchase through one of our affiliate links, it will not cost you anything but we may earn a commission.
QuickBooks Online Subscription
You all know how much I live and breathe QuickBooks! As a Quickbooks ProAdvisor I can offer you 30% off the first 12 months of your Quickbooks Online Subscription!
Right Networks
Right Networks provides cloud services for QuickBooks Desktop and other accounting services. It's the top recommended cloud service recommended by QuickBooks! The accounting and productivity application hosting lets you work from anywhere—simply, reliably, and securely—all backed by the best support in the business.
Other benefits include on-the-go access, flexibility, connected collaboration, and security.
Get 50% off your first month’s total Right Networks subscription price.
MoneyThumb
I use MoneyThumb along with my QB account(s) to help simplify file formatting and converting!
Heartland
Heartland is one of my preferred vendors for payroll services and human resources. I recommend them to many of my clients!
Get 20% off your subscription by sending an email to hello@yourcfoonthego.com with your contact information (or clicking the link below). We’ll get you connected with our partner at Heartland as soon as we can!
Flodesk (Email Software)
I use Flodesk to deliver all of my emails and freebies! They have easy-to-use templates, you can completely customize your emails with your branding, and you don’t pay more regardless of the number of emails you send or people on your list. Get 50% off your monthly subscription using this link.
MemberVault
MemberVault allows you to quickly create, sell and deliver your offers — whether it’s a 1:1, course or membership, all in one place. My team and I are in the process of creating a space on MemberVault to provide both my current clients with private spaces where I can share training videos, and a public space for future QuickBooks courses and trainings I want to run!
If you want to try MemberVault out in your own business, grab a forever free account here.
Trello
My team and I use Trello for project management and document/ idea sharing, and I've really enjoyed using the software. It has a really simple layout and is very intuitive, so there's no real learning curve when it comes to implementing the software in your business.
It's free, simple, and customizable, allowing you and your team to manage any projects, workflows, or tasks.