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CRM, accounting, POS, and business software guidance for San Diego operators — what to buy, what to skip.
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Start with: accounting (QuickBooks or Xero), a simple CRM (HubSpot free tier), and payment processing (Square or Stripe). Add POS and email marketing only when needed.
Lean stack: $50–$150/month (accounting + payments). Full stack (CRM + accounting + email + POS): $300–$800/month. Most tools have free tiers to start.
QuickBooks dominates US accountant preference and has more local CPAs familiar with it. Xero is cleaner UX and better for multi-currency. Both are solid choices.
Calculators and checklists — figure things out before spending money.
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