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 have a wonderful wife, 5 kids and 11 grandkids! I love magic, reading, music of all kinds, and professional football.
I have been a CPA for over 15 years and an award-winning tax strategist and profit advisor for 17 years. When you hire me to help you succeed in business, it won't be just another transaction of services - it will be someone who cares about your success as much as you do!
I realize that independent service professionals are struggling to survive in today's world of financial services because the industry was never built for them. My life mission is to help other people achieve their dreams without burnout so they can spend more time enjoying what they do with those that matter most in this world!
