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Diane Recommends…

Many of our clients ask about products we like and/or have experience using.  Here are some of our favorites:

Think of it as our “Little Black Book”…

Get Divvy nowDivvy Expense Management Made Simple

Divvy is a FREE program/app that allows you to pay all of your bills and invoices right from the Divvy platform. Some key features include:

  • Automatic expense reporting when you spend
  • Budget the way your company spends
  • Get money out to your team in seconds
  • Use virtual credit cards

Plus – it includes many other features and benefits!

Co-Construct Custom Builder & Remodeler Software

Creating a better process for custom home builders and remodelers to manage their projects! Bring your systems together, stop mistakes, and save time by letting CoConstruct push and pull key information from your accounting system.

  • End Budget Double-entry: Always know your up-to-date spending and projected costs with automatic data pulls from QuickBooks.
  • Create Accurate Invoices: Always create clear, consistent client invoices by having CoConstruct transfer change order details and pricing for you.
  • End Budget Double-entry: Always know your up-to-date spending and projected costs with automatic data pulls from QuickBooks.
  • Create Accurate Invoices: Always create clear, consistent client invoices by having CoConstruct transfer change order details and pricing for you.


Save time and money by exchanging lien waivers electronically with lienwaivers.io.

  1. Generate lien waivers from QuickBooks Desktop.
  2. Deliver lien waivers for electronic signature, notarization, or email attachment.
  3. Collect – waivers will be sent electronically and appear on your dashboard automatically.
  4. Track time using the dashboard to view your outstanding lien waivers and payments.


Do you have 1099’s or other Federal or State forms to file? We like and use Yearli by Greatland. Why?

  • No need to purchase, align, print or mail paper forms!
  • Easy, online entry…
  • Exceptionally reasonable pricing.

Learn More today!

How it works:

  1. Create your account by selecting the option designed to fit your business needs.
  2. Enter or import your data.
  3. Validate data before submitting your forms.
  4. Yearli handles the rest by filing to the applicable agency and sending copies to your recipients.

Avalara Tax Compliance Done Right

Simplify tax compliance with the automation technology Avalara offers businesses of all sizes. The platform automates the major steps of tax compliance — all in the cloud.

Dramatic changes in sales and use tax rules hit the deck in 2019. Even more tax changes will go into effect in 2020. Want to know if and how they impact your business?

As of December, 2019, here’s a summary of some of the changes to come:

  • 43 states adopted economic nexus laws, requiring out-of-state sellers to collect sales tax
  • 36 of those states also enforced marketplace facilitator laws


Transaction Pro Importer

Need an easy way to import your transactions or lists into QuickBooks? If so, here’s the solution you’ve been looking for! Export data from other sources, edit if needed, then import transactions or lists into QuickBooks. A wizard interface provides simple step-by-step instructions and field-level mapping. Transaction Pro Importer:

  • Automatically adds new customers, vendors, jobs, items, and classes when importing transactions.
  • Supports Excel, Access, databases or comma, tab, and pipe delimited text formats.

Visit Transaction Pro Importer to find out which specific kinds of transactions and lists can be imported.

And check out these two related products – Transaction Pro Exporter (export QuickBooks transactions) and Transaction Pro Deleter (delete QuickBooks transactions).

Qbox by CoralTree

Looking for a way to share your QuickBooks company files securely over the Internet? Qbox allows you to edit company files and sync your changes automatically to all shared users and offers a version for Enterprise for businesses with a large number of users. Qbox also supports QuickBooks integrated with:

  • QuickBooks Time (formerly “TSheets”)
  • Expensify
  • Avalara
  • Bill.com

And many more!

Expensify Expense Management System

Expensify works to automate every step of the expense reporting process. This software allows easy tracking of your expenses by taking a photo of your receipts and transcribing the details. Some key features include:

  • Unlimited Receipt Scanning
  • GPS Mileage Tracking
  • Advanced Tax Tracking
  • Receipt Integrations

And dozens of other features and benefits!

GoToMyPC Free Trial

GoToMyPC by Citrix

Work from home or stay connected while traveling with this fast, easy, and secure way to remotely access your office computer and email. Take care of business anywhere or anytime via your web browser, iPad, iPhone or Android device.

Learn more about GoToMyPC.

GoToMeeting Free TrialGoToMeeting by Citrix

Here’s the ultimate cost-effective solution to business meetings:  Use GoToMeeting to interact with customers or colleagues via your PC (or Mac®) and simultaneously read and revise real-time documents, including CAD drawings and more.  New feature:  HD video conferencing is now available.

I’d Like a Demo to Learn More About GoToMeeting

I Love GoToMeeting and I’m Ready to Buy at 20% Off

GoToMeeting Free Trial

GoToWebinar by Citrix

Save presentation and travel costs by interacting with your audience online.  GoToWebinar allows hundreds to join your presentation from their PC, Mac®, or mobile device and participate in real-time presentations.  Use multiple presenters, conduct audience polls, and respond to questions from participants.

Note:  GoToMeeting (described above) is included in GoToWebinar, so you get two programs for the price of one.

GoToMeeting Free Trial

Contractor Staffing Source

Contractor Staffing Source will help find the right people for you.

Contractor Staffing Source will prescreen their technical, leadership and personal skills so you can focus on running your business rather than wasting your time with the wrong candidates.

The company is owned by Residential Contractor Services Group (RCSG) – a merger of three of the leading residential construction consulting firms organized under one brand to help those involved in the residential construction industry succeed.

Learn more about Contractor Staffing Source here.

GoToMeeting Free Trial

Remodelers AutoPilot

Kyle’s program Remodelers AutoPilot is an incredibly powerful and cost-effective done-for-you relationship and follow-up marketing service.

If you’re not staying in touch with your previous clients and prospects via email, you’re missing out.

The problem is that you’re busy.

Most remodelers I speak with don’t have the time or patience to write out content, find appropriate photos, design and load the content into an email marketing program, and send it out each month.

This value-packed service provides a monthly done-for-you email newsletter, done-for-you social media posts, and access to a monthly Q&A call to get some coaching on your remodeling business. Remodelers AutoPilot is an effective, simple way to stay top of mind with your most valuable marketing asset, your previous clients!

Now, for a limited time, you can test drive Remodelers AutoPilot and get your first month for just $1.00.

Learn more about Remodelers AutoPilot here.

GoToMeeting Free Trial