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
CPA
Boutique, full-service CPA firm specializing on professional service providers like law firms and consultants. Yes, we offer bookkeeping, payroll and tax preparation, but where we shine is our advisory services: strategic, proactive tax planning, budgeting, serving as our clients' outsourced CFOs. Headquartered in Ohio, with a satellite office in TX, but serving clients from all around the world since 2010. We have a sub-niche of US LLCs owned by non-US residents.
