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
What I do: I help people think better...
I hold a Master of Accountancy Degree from a top school and have worked in public accounting for over 30 years. I've been helping small/medium businesses scale up to the next level, and I'm ready to help you do that, too.
We are Xero Platinum Advisors, Profit First Masters, Quickbooks Pro Advisors, and I am a Certified Catipult Business Coach.
My team of bookkeepers and accountants and I stand ready to move you forward, and I stand ready to help you build and execute a solid strategic plan guaranteed to better your profitability.
As a company our mission is to help entrepreneurs build profitable businesses that bless their families, their team, and their community.
