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
At Cloud9 Financial - formerly PKG Books LLC, we help small businesses DRIVE REVENUE, PROFIT and most importantly create consistent.
My passion lies in empowering small business owners to achieve success, guided by insights based on the data. My mission is clear: to leverage my experience and knowledge to propel you toward your business and personal goals.
We care about our clients and seek to understand their business goals, whatever they may be. We listen carefully, take notes, hear what is 'not' being said, and use our 20+ years of business experience and acumen to offer valuable insight into the health of your business. Your goals, are our goals! Consider us an extension of your team, a key partner to your success!
I am a Certified CFO for small business, a QuickBooks Online Advanced Certified ProAdvisor, and Gusto Payroll Certified.
