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
Terri Warren utilizes the many hats she has worn in her accounting and practice ops background to provide stellar fractional consulting services to integrate teams, unify systems, and optimize operations within organizations. Her integration ninja skills can facilitate change, bridge divides, align priorities, and refine processes across functions. She enables businesses to perform to be cohesive and harmonious.
With a specialty in Karbon training, workflow management, team and client onboarding, she has created a service for firms that need an extra hand without the overhead of a full-time position.
For over a decade, she has been the go-to partner creating harmony not chaos. With rockstar project management experience, a change catalyst, and workflow whisperer, we get to the root of disjointed systems and transform them into well-oiled machines.
