--- title: "5 Small Business Tools You Should Know About | Peachtree VA" description: "Running a small business requires a LOT. Entrepreneurs are never short on grit, patience, determination, and heart - but many are lacking systems, processes" url: https://peachtreeva.multisites.ai/5-small-business-tools-you-should-know-about publisher: Peachtree VA book: https://peachtreeva.multisites.ai/contact --- # 5 Small Business Tools You Should Know About Peachtree VAPublished March 10, 2022Updated August 27, 20232 min read Running a small business requires a LOT. Entrepreneurs are never short on grit, patience, determination, and heart - but many are lacking systems, processes, and technology they need to run (and scale) their business effectively. The good news? There are so many tools accessible to small businesses. The bad news? It can feel downright overwhelming to research, select, and set up said tools. Don’t worry - we’ve done a little legwork for you! Below, you’ll see a roundup of 5 popular tools our clients (and their virtual assistants) use and love. ## [#1 ClickUp](https://clickup.com/) ClickUp is a cloud-based work platform for teams and businesses of all sizes that focuses on streamlining solutions. With ClickUp, you can create 1 workspace that houses all your needs in one convenient place. Boost your time management, productivity, project management, and daily tasks with team collaboration functionality and even team chats! Curious to learn more about ClickUp? Check out their free on-demand webinars [HERE](https://clickup.com/webinar). ### [#2 ToDoist](https://todoist.com/) Do you love making lists and crossing off to-dos? Even if you’re not, as a business owner, you know the importance of keeping details and tasks straight and how challenging that can be when wearing so many hats. ToDoist makes it easy to create tasks and projects, add subtasks, set schedules and reminders, view upcoming tasks, and set daily priorities. To learn more about the features of this awesome tool, click [HERE](https://todoist.com/features). ### [#3 Monday.Com](https://www.monday.com/) Monday.com is a popular easy-to-use visual platform that manages projects, tasks and all their moving parts. It’s a little more robust than ToDoIst and gets a lot of love from creative clients that want their tools to be visually appealing as well as functional. Want to learn more about Monday.com? Get a complete product overview [HERE](https://monday.com/product/). ### [#4 Hubspot](https://www.hubspot.com/) If you’re not using a CRM, you’ll want to check out this cloud-based tool which was designed to help you boost your ROI by aligning the efforts of your sales and marketing teams. You’ll never lose sight of a qualified lead again! Learn more about Hubspot or request a free demo [HERE](https://www.hubspot.com/products/get-started?hubs_content=www.hubspot.com/&hubs_content-cta=homepage-nav). ### [#5 LastPass](https://www.lastpass.com/) At Peachtree VA, we are big fans of LastPass! This password management not only helps us share sensitive information in a secure way, it allows our fully virtual team to serve our 100% remote clients with ease. Lastpass creates strong passwords and remembers them for you, and stores them all in one, secure place. They offer a free version or a paid version at a nominal cost. Learn more [HERE.](https://lastpass.com/create-account.php) If you are eager to get started on a new platform and bring your business to a new level, contact [Peachtree VA](https://peachtreeva.multisites.ai/contact) to set up a complimentary consultation, and learn how our talented virtual assistants can help execute a new platform to help your business succeed. Not sure what type of assistance you need? Take our [quiz](https://peachtreeva.multisites.ai/va-services) to find out! ## Terms in this article - [CRM (customer relationship management)](https://peachtreeva.multisites.ai/glossary/crm) ## Keep reading - [### Cash vs Accrual Accounting: Which Fits Your Small Business? Cash basis records income when money arrives and expenses when you pay them. Accrual basis records income when you earn it and expenses when you incur them, even if cash moves later. Accrual shows a truer monthly picture. Cash is simpler. Your CPA should confirm which method you may use. Read](https://peachtreeva.multisites.ai/guides/accrual-vs-cash-basis) - [### Household Bookkeeping: How to Organize Your Family Finances Household bookkeeping means recording your family's income and spending in one place, sorting it into categories, and reviewing it each month. It shows where money goes, supports a budget and makes tax time easier. Start with one tracker, a short category list and a monthly 30-minute review. Read](https://peachtreeva.multisites.ai/guides/bookkeeping-for-families) - [### Chart of Accounts: What It Is and How to Set One Up A chart of accounts is the master list of categories your bookkeeping uses to record money. Every transaction lands in one account. The accounts fall into five types: assets, liabilities, equity, income and expenses. A clean, short chart makes your reports clear and your tax prep easier. Read](https://peachtreeva.multisites.ai/guides/chart-of-accounts) ## Get your week back. Book a free, no-obligation strategy call. We will map out what to hand off first, and you leave with a plan whether or not you become a client. [Book a free strategy call](https://peachtreeva.multisites.ai/contact)[or email info@peachtreeva.com](mailto:info@peachtreeva.com) ![Sarah Harlan, Client Experience & Operations Manager](https://peachtreeva.multisites.ai/_astro/sarah-harlan.DtVquYwL_2b0Qn7.webp) ![Darleen Priday, Vice President of Business Development](https://peachtreeva.multisites.ai/_astro/darleen-priday.jiyh6aPr_1PLR4H.webp) ![November Lee, Marketing Manager](https://peachtreeva.multisites.ai/_astro/november-lee.Cro_USs7_Z1Yhdwg.webp)