resources

Honeybook is the all-in-one business management platform designed for creative entrepreneurs. Simplify your workflow, get paid faster, and delight your clients.  Save 30% on your first year.

honeybook

Your Money, Working Harder. Don't let your hard-earned cash sit idle in a low-yield savings account. With Wealthfront, you can earn 4.25% APY on your savings. Use this link to earn a 0.75% APY boost for 3 months! 

wealthfront

Say goodbye to password stress! Dashlane Premium keeps your logins safe and your online activity private. Plus, it comes with a VPN for added security.
Get 6 months of Premium on us!

dashlane

Streamline your business with Gusto. Automate your payroll for W-2 employees and S-Corp owners, and let Gusto handle your tax filings. Use our link to get a $100 Visa card after your first invoice is paid.

gusto

Ready to upgrade from spreadsheets? While we recommend professional bookkeeping services, if you prefer a DIY approach, QuickBooks Simple Start is a great option. Use our link to save 30% on your first 6 months.

quickbooks

Got a branding photoshoot coming up or multiple speaking events in the same month? Renting clothing is a tax-deductible expense (unlike buying!). Here’s $30 off your first month to rent 6 stylish pieces 

A mentorship community for tax professionals + bookkeepers who want to sharpen their skills, strengthen their systems, & connect with peers who understand the work. Sign up here!

nuuly rental

Copilot Money (only for Apple users) makes managing personal finances so simple. The app is user friendly and can track spending, budgets, investments, & net worth all in one place. Use code VUDA9F for 2 free months!

Copilot money

THE ADVISOR'S TABLE