Aureus Advisory Partners
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OUR RECOMMENDED PLATFORMS
The right tools make business smoother.
Running a business is easier when your systems work together.
At Aureus Advisory Partners, we test and use dozens of tools, but only a few make our gold standard list.
These are the platforms we trust to help you stay compliant, efficient, and focused on growth.
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Some links below are affiliate links, meaning we may earn a small commission if you sign up - at no extra cost to you.
QuickBooks Online – Accounting Made Easy
QuickBooks connects directly with your bank accounts and provides the reporting we use for clients.
Best for: Businesses of any size wanting to track income, expenses, and profitability.
Aureus Tip: Set up your Chart of Accounts and Products correctly from day one.
Rocket Dollar – Solo 401(k) Made Simple
Rocket Dollar makes it easy to set up and manage Solo 401(k)s or IRAs that give you full control over your investments.
Best for: Self-employed business owners who want to invest retirement funds in real estate, startups, or private assets.
Aureus Tip: Use Rocket Dollar alongside your CPA or advisor to ensure annual filings and contributions stay compliant.
Double – Smart Client Portal & Workflow Management
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Double streamlines client communication, file sharing, and task tracking, all in one secure workspace.
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Best for: Firms that need a centralized hub for onboarding and recurring workflows.
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Aureus Tip: Connect Double with Ignition to auto-create client records and onboarding checklists.
FlowSavvy – Smart Scheduling for Busy Founders
FlowSavvy automatically plans your day around your priorities, helping you stay focused and organized without ever overbooking.
Best for: Entrepreneurs balancing client work, admin tasks,
and personal time.
Aureus Tip: Connect FlowSavvy with Microsoft 365 to time-block your calendar and protect deep work hours.
Ignition – Proposals & Payments in One
Ignition lets you send professional proposals, collect e-signatures, and automate billing, all in one seamless platform.
Best for: Service-based businesses that want to streamline onboarding and eliminate manual invoicing.
Aureus Tip: Connect Ignition to QuickBooks and Keeper to automatically create invoices and trigger onboarding checklists.
Ramp – Corporate Cards & Expense Management
Ramp automates expense tracking and provides real-time
visibility into company spending.
Best for: Businesses that want tighter control and smarter
oversight of expenses
Aureus Tip: Use Ramp’s “Receipt Matching” feature to save hours each month on bookkeeping.
Novo – Business Banking for Entrepreneurs
Novo offers modern business banking with no hidden fees, instant transfers, and seamless app integrations.
Best for: Entrepreneurs and small businesses that need flexible, online banking built for growth.
Aureus Tip: Connect Novo with QuickBooks and Ramp for real-time cash management and expense tracking.
Uplyft Capital – Fast & Flexible Business Funding
Uplyft Capital provides quick access to working capital with simple applications and transparent terms.
Best for: Small businesses that need short-term funding to cover expenses or invest in growth.
Aureus Tip: Use financing strategically, only for opportunities that generate measurable returns.
MailerLite – Simple, Powerful Email Marketing
MailerLite makes it easy to design newsletters, automate campaigns, and grow your audience, all with clean, intuitive tools.
Best for: Businesses that want professional email marketing without the complexity or high cost.
Aureus Tip: Use automation workflows to segment your clients by service type and send targeted reminders or resources.