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
CB
I might be boring, but I am way more than the average bookkeeper. With 23 years of experience in banking and economic development, I have helped more than 800 businesses and non-profits to achieve economies of scale by optimizing their cash flow. I actually enjoy budgeting, strategic planning, and helping business owners avoid financial messes. Most of all, I am a Connector with a capital C. I have served on many boards and committees and usually know people who can help with any situation. Networking and bookkeeping appointments (and tips for being boring) are available through my website link. I'd love to connect with you!
