Search offers and resources for SBDC members and clients

4 Free Filings

Take the hassle out of filing and delivering 1099, W-2, and ACA forms with our all-inclusive print, mail and e-file service. Try risk-free and we will do the rest. Priority Code: SBDCWEB1. Expires: 12/31/2019. Learn more… SBDC program – FREE for SBDC advisors, 6 MONTHS FREE for SBDC clients Finagraph

In minutes, identifies future cash flow problems without any additional effort by the small business or advisor. It is the ultimate cloud-based cash flow monitoring solution for small businesses and the perfect companion for QuickBooks. enables instant visibility of your cash flow, alerts you of unexpected expenses, and delivers intelligent forecasting so you are never surprised. The tool is also accessible on any device, anywhere.

EXCLUSIVE PROGRAM FOR SBDC ADVISORS: Use with your clients for free for 6 months!

  • The tool typically costs $19 per month, per business after a 14 day free trial.
  • SBDC advisors can request a special SBDC promo code by visiting ( This code can be entered when adding client businesses in the tool to receive 6 months free.
  • Learn more:

GrowthWheel Certification And Visual Toolbox GrowthWheel

Get the GrowthWheel Certification and visual toolbox that is used by more than 2,000 business advisors to help entrepreneurs make decisions and take action. The toolbox contains 5 simple, visual, and practical tools that stay true to the way most entrepreneurs and advisors think and work. They take a business conversation beyond thinking and talking and into making things happen. Learn more…

Free Employee Records App HRdirect Smart Apps

Manage your personnel files electronically with secure, paperless online software that is absolutely free for all businesses. Priority Code: SA100. Expires: 12/31/2019. Learn more…

QuickBooks Online: Get Your First Month Free, Then 50% Off For 12 Months Intuit QuickBooks

QuickBooks – the #1 accounting software for small businesses1 – helps customers successfully and confidently run their bookkeeping and beyond.

From managing cash flow and payroll to assisting with inventory, sales and taxes, QuickBooks has smart features made for your business.

• Simple: 98% of customers agree it’s a simpler way to manage their business.

• Time-saving: QuickBooks’ powerful invoicing, easy tracking, and fast direct deposit puts less time between our customers and their money, helping them save an average of over 40 hours per month.

Save time and save money with QuickBooks.

SBDC clients can receive an exclusive offer: QuickBooks is offering one month free then 50% off for 12 months for new QuickBooks Online customers. To redeem this offer, sign up at or reach out to Chadwick Farrell, Account Manager, at or (775) 834-0163.

1 #1 Accounting Software for Small to Midsize Business based on PCMag, as of Jan. 2020

30% Off Any Koble Chat Plan for SBDC Clients Koble

Koble is a B2B business discovery platform which is changing the way companies uncover business opportunities and connect. With over 11 million companies worldwide listed on the platform, you can search, browse and chat with your next client. Koble is offering 30% off any Koble Chat plan which you can offer to your clients. Learn more…

Neoserra MIS System Outreach Systems

Is your MIS system as efficient and effective as you are? Is you MIS system keeping up with the latest technology? Is your MIS system thinking with you, instead of fighting you? If your MIS system is not able to give you the answers that you are looking for with the click of a button, we can show you the power of having all your client information in one place. Neoserra is the premiere Client Activity Tracking System for SBDCs across the world. Call us at 805-967-1280 or visit us at

Paychex Flex Paychex

Paychex Flex provides a configurable, modular, end-to-end HCM solution. With recruiting, onboarding, HRIS, benefits administration, time and attendance, payroll administration, and retirement, you can get what you need on a mobile phone or computer. It’s backed by 45+ years of Paychex stability and supported by our flexible service model. Learn more…

from America’s SBDC supporters