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
Was in the corporate world as a controller, was instrumental in growth from 15 to over 100 employees. Also experience in working for an Intl National Corporation Tomen, in which I handled payroll for over 400 employees throughout the US. Began moonlighting here in San Diego, and became passionate about helping small businesses grow and I loved learning about the new widgets that they were making or a service that they provided. Have been featured as a "Killer VAR (Value Added Reseller) in Accounting Technology. I was one of the founding council members of QuickBooks Enterprise Solutions. Now I focus on being a fractional cfo and helping small businesses to focus on being cash healthy.
