​Business Start-up Resources

Starting a business is tough… Here are some resources and referrals for what I have found helpful. (If you have a GOOD or BAD experience with any of these please alert me so I can keep, or remove them, from my master list!) This is an ongoing list from 10+ years of multi-business ownership experience and may update periodically


You should do your own research to determine if these services best suit your individual needs.


Accountant/CPA – Lewis, Kitsch & Associates, Ltd.


Accounting Software – FreshBooks or Quickbooks (linked to your business bank accounts and credit cards)

Payment – Stripe or Square


Scheduling – Calendly


Domain/Website – Google Domains


Email – G-suite (Google Business) Gmail


Meetings – Included in G-suite – Google Meet (premium with recording version and HIPAA secure) or EHR which has this as an add-on


Phone Call Answering/Lead Calls/Website Chat/Intake Scheduling – Smith.Ai Use or reference discount code DJHOLTLAW


Phone/Fax/Business Text HIPAA secure – Ringcentral or Spruce


Passwords – LastPass


Automation – Zapier


Graphics – Canva


Business Insurance – DysteWilliams


Malpractice for Healthcare Professionals – DysteWilliams 


Malpractice for “Life Coaches” CPH Insurance 

Malpractice for “Health Coaches” CPH Insurance 

EHR Behavioral Health – BreezyNotes 

Email Marketing – MailChimp

Electronic Signatures – SignNow

Business Credit Card – Spark Business 2% cash back

Outsource Projects – Fiverr and UpWork

Antivirus – Webroot antivirus


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