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
I take the mystery and fear of taxes and accounting away so you can use your income statement and balance sheet as they were intended: to help you make business decisions that start with data and tell your business's financial story.
Professionally, there's little more I find enjoyable than pouring through a general ledger and seeing that story unfold right in front of my eyes. I look forward to seeing the growth in my clients' businesses not just by the bottom line, but more importantly, by the actions they're able to take to support and encourage their businesses.
My career started in the file room, and grew because I raised my hand and said "I can do that," or, "I can make that better." I continue to question what I'm doing and why and to raise my hand and say, "why don't we give that a try?"
