My stack.

I recommend Always Beyond because they makes IT feel the way it should for a growing business: calm, proactive, human, and built around outcomes. Instead of a confusing menu of services or constant upsells, it’s one clear package that covers support, cybersecurity, cloud, and strategy — with a dedicated team that actually knows your business.

BenjiPays takes the soul-sucking parts of getting paid — reminders, follow-ups, payment reconciliation — and automates them. It’s accounts receivable that actually feels modern, and it improves cash flow without the awkward “hey just checking in…” emails.

Fellow is my AI meeting assistant. It records, transcribes and summarizes meetings, then pulls out the action items automatically. It’s built with real security and compliance controls, and it doesn’t train its AI on your data, which matters when conversations involve clients and sensitive business details.

Float makes spending feel controlled without being slow. It combines corporate cards, bill pay, reimbursements, and real-time expense tracking in one platform built for Canadian businesses. I love that it removes the friction between “someone needs to buy something” and “finance needs it coded properly.” It helps me automate my AP and centralize it in one place.

Front is the reason my inbox feels like a team sport instead of a solo grind. It gives me and my EA a shared, calm place to manage email together — with visibility, assignments, and internal comments right beside the actual conversation. No forwarding chains, no “did you see this?”, no duplicate replies — just clean collaboration.

Helcim is the rare payments platform that feels honest: transparent pricing, no monthly fees, and a clean all-in-one setup for invoicing, online payments, and in-person transactions. It’s a “get paid without drama” tool — simple, cost-effective, and built for real SMB workflows.

n8n is the automation tool I recommend to anyone who wants serious workflow power without being boxed into a single vendor. It’s a visual, low-code builder, but you can drop into real code whenever you need to — which means simple automations stay simple, and complex ones are actually possible. It also now has strong AI/agent capabilities baked in, so you can mix deterministic steps with AI where it adds value.

Rewind is my safety net for the most business-critical system we have: QuickBooks Online. QBO is amazing, but it’s still cloud software — mistakes happen, imports go sideways, rules duplicate transactions, or someone deletes the wrong thing. Rewind gives me automated, continuous backups and the ability to roll back or surgically restore data in minutes. It turns “uh-oh” moments into non-events.