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
Are you tired of overpaying on your taxes year after year? It's time to break the cycle and start maximizing your savings with the expertise of Margaret "Maggie" Montague, the tax-saving extraordinaire. With over 10 years of experience and a deep mastery of the tax code, Maggie has helped countless clients slash their tax bills by tens of thousands of dollars annually. Maggie's secret lies in her relentless drive to uncover every legal loophole and opportunity the tax code has to offer. Her strategies are like a masterful symphony, expertly orchestrating deductions, credits, and savings to keep more of your hard earned money where it belongs, in your pocket. But Maggie doesn't just crunch numbers; she takes the time to truly understand your unique financial situation and goals, crafting personalized solutions that perfectly align with your needs.
