This is the second article in the series Release Your Fear of Finance.


Every profession has required tools for getting the job done. A craftsman has power tools. A chef has knives and cookware. An artist has brushes. A surgeon has scalpels and instruments. We all have tools that are essential to our work. Most of us would even say that we have specific types of tools that make our work even better, whether that’s due to the tool’s features or quality.

The tools we use make our work more—or less—effective and efficient. 

That’s why Officeheads prioritizes digital tool selection for each of our clients. 

But with so many tools available, our clients always appreciate our ever-evolving list of digital tools that we have already vetted and mastered. We also have many exclusive partnerships with our favorite vendors that enable us to offer and set up tools at a reduced rate. Here are a few of our favorite tools for your toolbox:

#1 AN ACCOUNTING APPLICATION THAT IS CUSTOMIZABLE TO PRODUCE USABLE REPORTS

Up-to-date data that you can see in real-time will do wonders for your financial management strategy! We recommend QuickBooks Online Plus.

#2 AN EASY-TO-USE FILE MANAGEMENT SYSTEM TO SECURELY STORE AND BACKUP DIGITAL DOCUMENTS

We love HubDoc for its ability to extract details from receipts to minimize data entry and for easy searches. It allows you to store documents and receipts for your bookkeeper or IRS to reference.

#3 SECURE BILL PAYMENT APPS FOR ACCOUNTS PAYABLE TEAMS

Your financial life will be much happier with the ability to pay bills by check, ACH, or credit card. We love Divvy Payments to manage payments by credit card, and Melio Payments for payments by checks and ACH. Both are free of charge!

#4 PAYROLL PROCESSING PARTNER BUILT FOR SMALL BUSINESS

You need a great tool to process payroll and contractor payments. We love Gusto Payroll.

#5 AN ENCRYPTED APPLICATION TO STORE CONFIDENTIAL USERNAMES AND PASSWORDS

Keeper Security, Inc. is great for its ease of use, world-class encryption technology and security, cross-platform usability, and seamless data sharing.

Having the best tools in your toolbox makes your financial management strategy a seamless, integrated process. In addition to revving up your financial game, it also gives our clients a healthy boost of confidence. So much of what is feared about finance is actually due to the stress of the unknown. When your accounts aren’t in order or you aren’t sure how to track your receipts or you don’t have a real-time way to check your cash flow, it’s highly stressful. Most of us avoid dealing with things that cause this much discomfort—which only makes things worse. 

When you take the time to get the right digital tools working in-sync to put your financial engine in order, your fear of finance doesn’t stand a chance. We love to see our clients outgrow their fear of finance and reach their business goals. If you are ready to face your fear of finance, reach out today. Get your tools in order and get a boost of confidence while you’re at it!