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)
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