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 am passionate about helping clients find the right solution for them now and building with the right tools for the future. My experience of working in asset management for a large international company and then doing start up consulting for a small agricultural business has allowed me to witness first hand that each business faces unique challenges. While working in personal financial I started seeing that business owners struggled with less clarity and incomplete preparations for long term planning compared to those who worked in industries that essentially did it all for them. So seeing an area where my passion for business development, finance, and helping empower people all came together have started focusing on business owners looking to strengthen their financial world, systematize their business, and increase their profits while decreasing stress.
