Stacy owns and operates a small website copywriting and SEO company that relies on two subcontractor copywriters to produce much of the needed website content. She used Trello for project management, Excel for budget tracking, Slack to communicate with her team, and worked with her clients via email and text messaging.
Trello worked reasonably well for tracking each project, but she could not coordinate it with project-related messaging or with Excel budgeting. Excel worked for the budgeting, though Stacy felt that an accounting tool like QuickBooks might be more efficient and help ease bookkeeping during tax time. Unfortunately, the accounting tools she reviewed seemed too complicated, and she did not find any that she felt comfortable with enough to use.