The Lifestyle Accountant Toolkit contains many of the apps, tools and systems that I personally use and recommend. Every accountant needs great resources to manage their finances and life. Hopefully, they'll help you as much as they've helped me.

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.

easy money + Rewards

Traveling

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

Calculators + Worksheets

  • Save Taxes by Moving - For seeing how much you can reduce your tax bill by moving
  • The Runway Calculator - For seeing how your savings will change by moving, or not working
  • The Lifestyle Accountant Spreadsheet Collection - For the spreadsheets I personally use to stay organized

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

Communication

Learning & Inspiration

Accountant Stuff

Finding Accounting Jobs


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