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 an Enrolled Agent with the IRS. I have 40 years experience in tax preparation. I also spent 25 years in wealth management helping clients manage their investments and ensuring they received the best financial options available. My firm has been in business for 20 years with rapid growth over the past few years.
As a Business Advisor, I have worked with hundreds of small business owners in diverse industries. My firm takes the time to assess the current business financial picture in order to assist with long-term profitability. We look at all of the business needs and prioritize things so the business keeps running smoothly. The financial health of your business is our main goal. All services offered are to ensure that you are on top of financial and tax matters for your business.
We look forward to helping your business grow and caring for your needs.
