We only recommend people and services that we have used or our clients have used. Need something that you don’t see here? Ask us.
Professional Service Providers
John Gerber :: Gerber Growth Even if we didn’t work in the same building, John would still be our lawyer. He offers legal services and counsel to help start-ups and companies grow, from incorporation to strategy. He is our, and many of our client’s and colleagues go-to for all contracts, agreements, incorporation, merger deals, and savvy business-related legal advice. We wouldn’t want to run our business without John, and we don’t think you should either. firstname.lastname@example.org
John Sullivan :: Sullivan Strategic Our very own accountant, who we cannot sing enough praises for. John is an extremely responsive CPA, who specializes in small and mid-size businesses. Also used by many of our clients. email@example.com
Jennifer Romberger Jen is a knowledgeable accountant and supporter of the arts, who also happens to be super fun to talk to. We recommend her for sole proprietors, those in the creative fields, and smaller businesses in particular. firstname.lastname@example.org
Elliot Braunstein :: Braunstein & Company CPA and business advisor with Philadelphia and South Jersey locations. Patiently answers and explains client questions; also serves a number of our clients. email@example.com
Tools & Tech
Our top picks:
Asana after extensive testing, we landed on Asana to manage projects and clients. The conversation features are great for teams, and the design is easy on the eyes and easy to use. Even better, it’s hard to ignore, which if you’ve ever tried to get team buy in on a task management system…yeah, it matters. We currently use the free version; if you wanted to use with clients or customers, pay for premium features.
Evernote aka, the information vault. We use this as a CRM, an index of templates and how-tos, tracking prospects and clients. You could run your entire business off of Evernote and nothing else. Most of our team uses the basic free version; it’s worth paying for premium to be able to sync across multiple devices if you’re a heavy user.
Acuity Scheduling If you schedule anything in your life with other people, please do humanity (and yourself) a favor and get an app. This is our favorite – connects to Google Calendar and eliminates so much email back and forth! There’s a basic free version, but it’s worth every penny to pay for this app.
Freckle We started using Freckle (fellow Philly-based company yo!) recently, and for team time tracking with multiple clients/projects/lots of stuff going on, it’s awesome and easy.
Other tools of the trade:
Quickbooks Online What we use for our books, and what we run our bookkeeping system on. The online version is great for multi-users.
Dropbox Cloud file storage.
LastPass Secure password creation and sharing. We have a team plan.
*Affiliate Disclaimer: we only recommend professionals that we or our clients have worked with. We have no official affiliate relationship with any of the service providers listed, but as fellow small business resources, we like to promote their services. Some of the Tools & Tech links are referral links; these are all tools we use in our day-to-day business, and we may earn a commission if you choose to use these tools.