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 am the resident back-office expert. An annually Certified QuickBooks ProAdvisor since 2008, I have over 25 years of experience in QuickBooks, payroll, and training people in various software. With a background in IT as well as an MBA and a degree in Computer Information Systems, I know software, hardware, and business.
The best part of IT for me was always teaching people how to use the software I wrote. Now, I do not have to do the programming.
As a La Crescenta resident since 1988, I am an active member of the Crescenta Valley Chamber of Commerce and the Crescenta Valley Community Emergency Response Team. I contribute to my community through my mission, which is Learn, Grow, Share, and Include.
