Business checking
Know precisely what you’re earning, spending and saving
Business savings
Automated savings that earn you 1.00% to 3.00% APY¹
Profit First banking
Relay is the official banking platform for Profit First
Receipt Management
Capture and store receipts for safekeeping
Accounts payable
Review, approve and pay bills within business banking
Owner of a small tax focused CPA firm where a passion for helping people and over a decade of pure tax specialization with local, regional, and even national firms come together leading to significant tax savings for clients.
Bookkeeping and payroll services began to be offered after it became apparent clients were exhausted trying to find quality providers. Both practices are being scaled capacity first to ensure client satisfaction and the revenue is following.
Alleviating these client needs has allowed them to focus on implementing tax strategies only discussed in the pasta pop
