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
Ron Ortiz brings over two decades of entrepreneurial success and tech-forward thinking to clients, coupled with a foundation in business management, financial planning, and taxation.
After earning his degrees in business and information systems management, followed by an MBA, Ron turned his expertise towards tax preparation in 2006, becoming a licensed Enrolled Agent adept at navigating IRS audits and collections.
His professional journey is marked by a commitment to empowering small business owners, identified by the launch of Balance Sheet Insights.
As a QuickBooks Certified ProAdvisor, Ron distinguishes himself not just by managing transactions but by offering strategic advisory services aimed at business growth.
