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!
Finances
- Personal Capital / Mint - For viewing bank account balances and activity in one place
- CreditKarma - For free credit scores and monitoring
- AnnualCreditReport.com - 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.
Traveling
- Nomad List - For searching where to travel next
- TripIt - For organizing travel plans
- Uber - For avoiding taxis at all costs
- Airbnb - For finding unique places to stay
- The Ultimate Financial Checklist For International Travel - For staying financially organized abroad
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
Blogging
- 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
- Xero - For beautiful accounting software
- Google Drive - For spreadsheets, documents and presentations
- H&R Block Online - For DIY tax return preparation
- Virtual Post Mail - For an online mailbox
- HelloSign - For online signatures
- Scannable by Evernote - For digitizing all paper
- 1Password - For saving passwords with a single click
- MileIQ - For automatically logging mileage
Communication
- Google Hangouts / Skype - For virtual meetings
- Calendly - For scheduling meetings
- Gmail - For email
Learning & Inspiration
- Goodreads - For finding good books to read and sharing recommendations with friends
- Medium - For well written and inspiring reads
- Blinkist - For listening to books in 15 minutes
- The Lifestyle Accountant's Library - For the books that have helped shape my journey
- Duolingo - For learning a language for free
Accountant Stuff
- Cloud Accounting Weekly - For staying up-to=date on the latest in accounting tech
- CPA Academy - For many free live and self-study CPE webinars
- Encoursa - For finding and managing CPE
- Mobile Accountant Toolkit - Tools for working online from anywhere in the world
- Abacus Podcast - For accounting career advice and expert interviews
- Going Concern - For accounting news
Finding Accounting Jobs
- Accountingfly - For searching accounting jobs
- FlexJobs - For finding flex accounting jobs
- RemoteOK - Remote finance jobs for digital nomads
- Upwork for Accounting Jobs - For freelance accounting projects
- LinkedIn - For easily applying to quality accounting jobs
- Accodex Partners - For becoming a freelance accountant
- Beech Valley Solutions - For finding top accounting freelance jobs on demand
- Craigslist - For searching local or remote accounting jobs
- AngelList - For searching local or remote accounting jobs at mostly tech companies
- Taxfyle - For earning extra money preparing tax returns online (CPAs only)