Episode 6: The SmallBiz Financial Tech Stack for a Tech Smart Boss

In this episode I talk about the software I use in my business to stay on top of the finances. There are a few I’m sure you haven’t heard of and wait until you hear about how I almost lost $22k!

Topics Discussed (Time Stamped)

2:09 What we’re covering in today’s podcast
4:53 A walkthrough on some of the apps I use for finance
6:06 Why I use Prosper Daily app every single day
8:25 Knowing your transactions
10:05 The $22,000 story
13:52 Using Google sheets
15:18 Every Dollar by Dave Ramsey
18:10 TrueBill to track your subscriptions
18:29 Ultimately you need an accounting system
19:31 What I recommend for accounting
21:10 Slack and how it relates to accounting
23:16 Using Bill.com
25:45 Apps to use when paying online
27:18 Other things than Paypal
29:27 Other ways to protect your card
33:08 The takeaways

Quotes Worth Sharing

If you’re sloppy on the small things, you’re going to get really beat up with the big things Click To Tweet
One drop doesn’t do much but a bucket full could get really heavy Click To Tweet

Resources Mentioned


Thanks for listening and checking out the show notes,  any feedback, comments, or questions, send me a email at [email protected]

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