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 help Real Estate Agents and other small service-based business owners get their financial records in order to better achieve their version of success.
We get you organized to increase profits and decrease costs, taking the bookkeeping/accounting/tax out of your hands so you can focus on growing your business.
Our 3-Step Methodology:
1. Evaluate - A comprehensive review will provide a clear understanding of where you are right now.
2. Optimize - A plan of action will release you from feeling trapped by the weight of bookkeeping.
3. Achieve - Executing policies and procedures for every process will provide the structured clarity needed to achieve your version of success.
