Direct Sales Aid

Consultant resources

The consultant toolkit. Free where it counts.

The tools that keep a direct sales business organized: books, mileage, payments, design, scheduling, email and shipping. Most have a free plan that's all a part-time consultant needs.

Direct Sales Aid receives no compensation for anything on this page · Prices checked Oct. 2, 2026

Start here

A complete starter stack for $0 a month.

You don't need every tool on this page. Four free ones cover the jobs that trip up new consultants: tracking money, logging miles, taking cards and making posts that look professional.
  1. 1BooksWave$0/mo
  2. 2MileageStride$0/mo
  3. 3PaymentsSquare$0/mo
  4. 4GraphicsCanva$0/mo

Before you sell anything

  • Open a separate checking account for the business. It’s the single biggest bookkeeping shortcut there is.
  • Turn on automatic mileage tracking the day your kit arrives, not in March.
  • Keep every receipt for your starter kit, samples and supplies. Those are business expenses.
  • Card fees are a cost of doing business. Know your rate so a 3% fee doesn’t surprise you at a $40 sale.

Bookkeeping

Separate your business money from day one. Every party, order and kit purchase needs to land somewhere you can total up at tax time.

Wave

Invoicing, bookkeeping and income and expense records.

Free plan
Starter plan is $0
Cost
Pro $19/mo adds bank import and unlimited receipt capture

Why consultants use it: A complete, free set of books for a part-time business.

Visit Wave (opens in a new tab)

QuickBooks Solopreneur

Sorts self-employed income and expenses, tracks mileage and receipts.

Free plan
Free tier (2 invoices and 5 mileage trips a month)
Cost
Paid tiers from $20/mo

Why consultants use it: Built for one-person businesses that file a Schedule C.

Visit QuickBooks Solopreneur (opens in a new tab)

Mileage & expenses

Driving to parties, deliveries and supply runs is often a consultant's biggest deduction, and the one most people under-claim because they never logged it.

MileIQ

Automatic drive detection and mileage reports.

Free plan
Free up to 40 drives a month
Cost
Unlimited $13.99/mo

Why consultants use it: 40 drives a month covers most part-time schedules.

Visit MileIQ (opens in a new tab)

Everlance

Mileage and expense tracking with receipt capture.

Free plan
Free: 30 automatic trips a month + unlimited manual
Cost
Starter $8.99/mo

Why consultants use it: Mileage and receipts in one app.

Visit Everlance (opens in a new tab)

Taking payments

Guests at a party expect to tap a card or scan a code. Pick one tool for in-person and one for orders that come in over text and DMs.

Square

Card reader, point of sale, invoices and online checkout.

Free plan
Free plan, no monthly fee
Cost
In person 2.6% + 15¢ · online 3.3% + 30¢

Why consultants use it: Take cards at in-home parties and vendor events.

Visit Square (opens in a new tab)

Venmo business profile

A business profile linked to your personal Venmo.

Free plan
Free to create, no monthly fee
Cost
QR and direct payments 1.9% + 10¢

Why consultants use it: Most party guests already have Venmo, and business money stays separate.

Visit Venmo business profile (opens in a new tab)

Stripe Payment Links

Shareable checkout links you send by text, DM or email.

Free plan
No monthly fee
Cost
From 2.9% + 30¢ per charge

Why consultants use it: Turn a social-media order into a paid order with one link.

Visit Stripe Payment Links (opens in a new tab)

Graphics & social

Party invites, product spotlights and recruiting posts. Always start from your company's approved images and claims, then make them yours.

Canva

Templates for social posts, flyers, invitations and short videos.

Free plan
Free plan available

Why consultants use it: Ready-made templates for posts, party invites and flyers.

Visit Canva (opens in a new tab)

Scheduling

Let hosts and prospects book themselves instead of trading texts for a week.

Calendly

Booking pages for calls and appointments.

Free plan
Free: one event type, one calendar
Cost
Paid from $10 per seat a month

Why consultants use it: Hosts book a party-planning call; prospects book an opportunity chat.

Visit Calendly (opens in a new tab)

Email follow-up

Social reach rises and falls with the algorithm. An email list of past customers and hosts is the part of your business you own.

Kit

Email newsletters and automations (formerly ConvertKit).

Free plan
Free up to 10,000 subscribers
Cost
Creator $33/mo

Why consultants use it: The most generous free tier for a growing customer list.

Visit Kit (opens in a new tab)

MailerLite

Campaigns, signup forms and simple automations.

Free plan
Free: 250 subscribers, 2,500 emails a month
Cost
From $12/mo

Why consultants use it: Free automations for host thank-yous and reorder reminders.

Visit MailerLite (opens in a new tab)

Mailchimp

Email marketing with a large template library.

Free plan
Free: 250 contacts, 500 sends a month

Why consultants use it: Familiar, with plenty of how-to help online.

Visit Mailchimp (opens in a new tab)

Shipping

For out-of-town customers and party orders you deliver yourself. Check whether your company ships direct first, because many do.

Straight from the source

Taxes: the three IRS pages every consultant should bookmark.

Independent consultants are self-employed. Your company sends a 1099, not a W-2, and nobody withholds tax for you. These official pages explain what that means. For your own situation, talk to a tax professional.

What 2,000 business miles are worth

$1,485

1,000 miles at 72.5¢ (first half of 2026) + 1,000 at 76¢ (second half). That’s the deduction, not the tax saved.

As a self-employed individual, generally you are required to file an annual income tax return and pay estimated taxes quarterly.
Internal Revenue Service, Self-Employed Individuals Tax Center

Free tiers and fees were taken from each vendor’s own pricing page on Oct. 2, 2026 and change often; check before you sign up. Direct Sales Aid has no business relationship with any company on this page and earns nothing if you use them. Tax figures are from IRS.gov and are general information, not tax advice.

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Direct Sales Aid›Consultant Toolkit
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