Bethany’s Top Referrals
I’ve recently set up Bamboo for two of my clients who have a lot of part-time employees and moving pieces to deal with. If you know me, you know I usually espouse internal systems to manage HR, but I’m starting to change my mind; in these cases, Bamboo saves a ton of staff time and stress. Though it’s not cheap, it’s a net savings when you factor in those elements. Here are some links to check it out:
If you have a pre-tax plan for deducting health insurance premiums, or any of the alternate plans like a QSE-HRA or an ICHRA, I literally beg of you to have qualified plan documents in place. This group also offers documents to establish various cafeteria plans. Here’s my referral link.
Divvy is a product that offers an organizational line of credit that works like a credit card but is more flexible. It has unlimited potential, including virtual and burner cards with set budgets for various employees and programs, and fantastic accountability with regards to requiring receipts, etc. to be uploaded. That said, it has another side to it — it can be clunky, and there’s somewhat of a bro culture with the company that is averse to giving you the full support you might need in something. In general, I think it’s worth the trade-off, and you likely owe it to your organization to at least look into it.
Here’s some collateral on it:
- Expense Management Software + Smart Corporate Card = No more expense reports. (Slide deck attached)
- Incur savings of 3-7% per year by preventing out-of-policy spending and fraud.
- Create budgets on the fly (and actually stay within budget).
- Divvy Travel corporate booking portal
- Bill pay
- Mileage Tracker & Reimbursement
I was advocating share storage options via Divvy before Google Drive was even a gleam in someone’s eye. I still strongly prefer Dropbox to Google for ease of use and simplicity. If you want to try it out, here’s my referral link.
Donor management software is always an intensely personal choice for an organization — and I’ll say in advance that it never seems to integrate exactly as smoothly as you want it to or to be as inexpensive as one would hope. That said, I’ve been incredibly impressed with Bloomerang for its functionality and ease of use. I do think my clients who have used it have been able to leverage giving opportunities.
Bloomerang is just (finally!) setting up a referral program which I don’t think is active yet, but let me know if you want me to connect you in with them.
A note on all of these:
They all show my referral link. This is for two reasons:
- Keeping things transparent: I usually get a small referral fee for clients who sign up, at no cost to you (and sometimes you even get a bonus for it too!). Sure, it’s nice to get, but to be honest I am offered referral fees for lots of places, and I listed above only the ones I truly believe in and frequently use to create solutions for clients.
- (More importantly): If you sign up through my referral, I can help if there are set-up or customer service issues. These places are highly invested in keeping my clients happy, and I want to keep it that way!