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
CBP
We help bookkeepers, accountants, and tax pros cleanup messy books so they can onboard new clients without getting stuck in a complex cleanup. I handle the whole cleanup project. I plan, organize, and complete it from start to finish.
I'm QBO Advanced certified, Xero certified, and have experience doing cleanups in Wave.
I'm not currently accepting any ongoing monthly clients.
Invite me for an interview and let's see if I'm a good fit to get your books cleaned up.
