Tools & Templates
Resources include
Startup & Spending Tools
Request for Proposal Sample & Template
Unleash the power of strategic purchasing for your small business needs. Stop wasting time on calls with ill-fit providers—use our tools and templates to get clear on what you need before you buy. From crafting a solid RFP to evaluating proposals with confidence, we help you make smart, informed decisions that save time and money.
Align & Spend Calculator
Stop guessing and start making smarter spending decisions. The Align & Spend Calculator helps small business owners cut waste and invest in what truly works. With data-driven insights, you’ll gain clarity on which tools and services deliver real value—before you commit. Learn how to transform your purchasing process and make every dollar count.
Tools That Make My Business Easier
Get an inside look at the real tools, services, and strategies that helped me build Beyond Aligned Books from the ground up. This guide isn’t just a list—it’s a practical roadmap of what worked, why it matters, and how you can use these same systems to streamline your own business. I’m sharing this to give you an idea of the possibilities that are out there and some of the strategies I used to make my spending work for me and my business. Save time, reduce stress, and focus on what truly matters: your clients and your mission
21 Steps To Launch Your Business
A clear, practical guide to help solopreneurs launch with confidence—without getting overwhelmed. Whether you’re building a coaching practice, creative service, or something uniquely your own, this step-by-step roadmap walks you through everything from naming your business and setting up your website to tracking expenses and creating momentum. Each step includes helpful tools and real-world tips to keep you moving forward. Perfect for bootstrappers and first-time founders, this guide is your jumpstart—and an invitation to go further with Thrive Hive, our support circle for early-stage entrepreneurs.
Smart Bookkeeping Solutions
Is Your Business Bookkeeping DIY-Ready?
Your genius is running your business, not balancing spreadsheets. This quick 2-minute quiz will help you find out how much bookkeeping support you really need. Whether you’re a DIY champion or a visionary who prefers to focus on the big picture, you’ll get insights on where to save time, reduce stress, and keep your numbers in check. Ready to find out? Take the quiz and discover your next steps.
Exclusive QuickBooks Savings for Small Businesses
I’ve trusted Intuit products for over 20 years, and I continue to be impressed by how they simplify financial management for small business owners. QuickBooks Online makes tracking income and expenses, managing invoices, and generating reports effortless—so you can focus on growing your business instead of getting lost in the numbers.
As an approved QuickBooks affiliate, I’m excited to offer you an exclusive 30% discount for 6 months to help you get started with a tool that truly makes a difference.
*Beyond Aligned Books clients get 30% off every month when subscribed through us
ChatGPT Support for Small Business
Five Prompt Engineering Rules for ChatGTP (or Staff)
If you’re looking to get better results—whether from AI or your coworkers—the secret lies in how you make requests. Inspired by the parallels between ChatGPT prompt best practices and leadership, here are 5 prompt engineering rules that can improve everything from delegating tasks to fostering collaboration.
Five Rules to Using ChatGPT Without Sounding Like AI
ChatGPT is a powerful tool, but how you use it makes all the difference. Here are 5 rules to using ChatGPT while keeping your authentic voice.
Five Times To Let Your ChatGPT Freak Flag Fly
ChatGPT isn’t just a tool—it’s a game-changer. From crafting thoughtful feedback to simplifying complex ideas, there are so many ways to let your ChatGPT Freak Flag fly!
Viral Content Coach
I built this tool to make my own writing faster, sharper, and more authentic—because, like many small business owners, I didn’t have time to start from scratch every time I needed content. Now, I’m sharing it with you. The Viral Content Coach helps you craft engaging posts, articles, and updates without losing your unique voice. Think of it as your personal writing assistant—powered by AI, guided by real-world experience.