The Lifestyle Accountant Toolkit

Accountants need great resources to manage their finances and life. Here are some apps, tools and systems that I personally use and recommend. Hopefully, they'll help you as much as they've helped me.

Please note: some of the links in this list contain affiliate links at no additional cost you you but may pay me a small commission. I appreciate if you use my links to help cover the cost of maintaining this website!


  • Personal Capital / Mint - For viewing bank account balances and activity in one place
  • CreditKarma - For free credit scores and monitoring
  • - For free credit reports from the 3 credit bureaus
  • Betterment - For dead simple, low cost investing on auto-pilot
  • Plastiq - For never having to write another check again. Pay your bills with a credit card and earn rewards.


Travel Hacking

  • AwardWallet - For managing loyalty rewards programs
  • Abroaders - For help with complex airline miles redemption bookings
  • Mad Travel Cards - For evaluating credit card offers
  • Wallaby - For maximizing credit card rewards
  • Pointimize - For finding hotel and flight redemption rates


  • Squarespace - For beautiful, easy to start websites
  • MailChimp - For email marketing
  • Hello Bar - For converting visitors to customers
  • Buffer - For easily sharing social media posts
  • Feedly - For reading and saving articles
  • Canva - For creating graphic designs
  • Unsplash - For free high-resolution photos
  • Disqus - For building and engaging an audience

Business Operations


Learning & Inspiration

Accountant Stuff

Finding Accounting Jobs