Tools & Resources for Small Businesses and Solopreneurs
Essential tools and tech for solopreneurs and small business owners to streamline operations, boost productivity, and grow with ease
Recommended Tools & Resources for Small Businesses and Solopreneurs
-Your Essential Toolkit for Small Business Admin & Operations — curated by Savvy Assistant Inc.
Starting or growing a small business doesn’t have to feel chaotic. Savvy Assistant Inc. has curated the best tools for solopreneurs and small business owners to streamline operations, stay organized, and focus on growth. From managing admin tasks and automating systems to building your brand, these tools simplify the backend so you can focus on what matters most.
Recommended Tools & Resources
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Project & Task Management
Keep your business organized and your to-dos under control.
ClickUp
The all-in-one project management tool I use to keep clients organized, automated, and on track.
✅ Time tracking, templates, automationsAsana
Simple and powerful for tracking team projects and daily tasks.
✅ Great for solopreneurs growing into teamsEasy drag-and-drop interface
✅ Ideal for solopreneurs who prefer visuals.
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Email & Communication
Streamline your inbox and professional communications.
Google Workspace
Professional email, calendar, and drive storage to run your biz smoothly.
✅ Includes Gmail, Google Docs, Sheets & moreHost client meetings or webinars with ease.
Slack
Perfect for communicating with contractors or remote teams.
✅ Real-time messaging and file sharing -
Bookkeeping & Invoicing
Stay on top of your finances with these user-friendly tools.
QuickBooks Online
The best all-in-one for small business accounting (and my top client tool).
✅ Track income/expenses, create invoices, manage contractorsWave
Free and simple option for freelancers and side hustlers.
✅ Invoicing, accounting, and receipt scanning
Free to start — premium upgrades available -
Website & Hosting Tools
Build a professional online presence from Day 1.
Squarespace
Beautiful drag-and-drop website builder — great for portfolios or service sites.
✅ Templates, blogging, email, eCommerce
WordPress + Elementor
Customizable and powerful for more complex websites.
✅ Best for long-term SEO and blogging -
Scheduling & Client Booking
Let clients book appointments without the back-and-forth.
Calendly
Easy, automated scheduling synced with your calendar.
✅ Time zone support, reminders, intake questions
Free plan available — upgrade availableAcuity Scheduling
Customizable booking system for coaches, consultants, and therapists.✅ Packages, payments, integrations
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File Storage & Organization
Keep everything backed up and easy to access.
Dropbox
Secure cloud storage and easy file sharing.
✅ Great for sharing large media or collaborative workGoogle Drive
Seamless integration with Google Workspace tools.
✅ Share docs, folders, spreadsheets -
Design & Social Media Tools
Create beautiful content — even if you're not a designer.
Canva Pro
My favorite for making social media posts, client guides, and branded assets.
✅ Templates, brand kits, content plannerMeta Business Suite
Schedule Instagram and Facebook posts in one place.
✅ Easy, free, and built-in
Start using it for free via your Facebook account -
Marketing & Email Tools
Grow your list and keep your audience engaged.
Flodesk
Beautiful email marketing with easy drag-and-drop features.
✅ Newsletters, automations, workflowsMailerLite
An intuitive and budget-friendly email platform.
✅ Automations, landing pages, forms
Start free, scale as you grow
Not Sure Which Tools Will Boost Your Productivity?
1:1 Tech Strategy Sessions for Solopreneurs
I help small business owners and solopreneurs set up and integrate the right systems to streamline operations, save time, and grow with ease.

