Recommended Resources
Business Owner Approved.
Trusted tools for banking, payroll, expenses, marketing, and collaboration — curated by the Business Wellness Center™, with partner offers you won't find on your own.
About these recommendations
Every tool on this page has earned its place. We only recommend things we actively use or have thoroughly evaluated, and our recommendations are never influenced by compensation.
Some links on this page are affiliate or referral links belonging to Liberty Pointe Consulting, which may receive compensation if you sign up or make a purchase through them — at no additional cost to you. In many cases these links carry exclusive discounts or bonuses not available elsewhere.
All offers, bonuses, and discounts are subject to change at the discretion of the partner. Please verify current terms directly with the provider before registering or purchasing.
Browse by Business Need
Choose what you want to strengthen first.
Every business is different. Start with the area that's costing you the most time or the most clarity right now.
Banking & Cash Flow
Relay Bank
Businesses looking to organize cash flow and simplify multiple bank accounts.
Relay makes it easier to separate funds, organize cash, and see where money is actually going. A strong fit for owners who want better cash flow visibility and a cleaner banking foundation.
$50 cash bonus when you deposit at least $100 within 7 days of opening your account.
Expense Management
Ramp
Businesses that want better expense control, corporate cards, and spend visibility.
Ramp helps owners track spending, manage expenses, and keep financial activity organized. Well suited to companies that want cleaner expense management and a clearer picture of where money goes.
$500 after you spend $1,000 on your card, or pay 3 bills via ACH or check.
Payroll & HR
ADP
Businesses that need payroll, HR support, tax filing, and compliance help.
A trusted payroll and HR platform for small businesses. It handles payroll complexity, tax filings, and compliance so owners can get back to leading.
20% off ADP small business payroll and HR services, plus a complimentary HR screening.
Gusto
Small businesses that want simple payroll, contractor payments, benefits, and HR tools.
A user-friendly platform for paying employees and contractors, managing payroll taxes, and handling team operations with less stress.
Sign up through our referral link to receive Gusto's current referral offer.
Marketing, CRM & Automation
GoHighLevel
Service businesses that need CRM, marketing automation, pipelines, websites, funnels, courses, and client communication in one place.
Centralizes marketing, sales, client communication, and automation. Especially useful for owners ready to organize their client journey and cut down on manual follow-up.
Start with a 14-day free trial.
Productivity & Collaboration
Google Workspace
Businesses that need professional email, shared drives, documents, calendars, and team collaboration.
Keeps communication, files, calendars, and collaboration organized under a professional presence. Especially worth it if you're still running your business from a personal Gmail account.
10% off your subscription through our referral link. New Google Workspace customers who haven't previously started a trial.
Zoom
Businesses hosting virtual meetings, client calls, workshops, webinars, or team sessions.
Our preferred platform for client meetings and virtual workshops. Reliable enough that the technology stays out of the way.
15% off Zoom Workplace Pro through our referral link.
Business Funding
Still vetting funding partners
We're evaluating funding organizations to be sure we only recommend ones that genuinely serve business owners' interests. Rather than list something we haven't vetted, we've left this empty for now.
Need funding guidance? Get in touchFree Downloads
Practical tools, no cost.
Straightforward worksheets you can put to use the same day. Free to download — just tell us where to send them.
New Business Checklist
Everything to sort out when you're starting a business, in the order it actually needs doing — so nothing important gets missed in the excitement.
Monthly Budget Template
A simple monthly budget you'll actually keep using. Built for real life rather than a spreadsheet you abandon in February.
More From the Center
Keep going.
Tools are one part of it. Here's the rest of what happens here.
See What's Happening
Workshops, gatherings, and programs, updated in real time.
Explore the Center
Six paths, twelve programs, and four professional spaces.
Join the Community
Membership, coworking, and gatherings that come around monthly.
I Swear I'm An Introvert™
Candid conversations with Black female entrepreneurs.
The Mentally Exhausted CEO™
Business, financial wellness, and the weight of leadership.
Business Wellness Assessment™
A paid 45-minute session, administered by Liberty Pointe Consulting.
Where to Start
Not sure which one you need?
The right tool depends on where your business is today and what's costing you the most right now. If you'd rather talk it through than guess, get in touch — we'll point you at the one that actually fits.