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
We strive to help people and businesses succeed and enjoy their lives by giving them the tools they need.
We provide financial planning services that make our clients feel safe, informed, and organized. We like to get to know our clients and teach them what they need to know to reach their goals.
Our goal is to help our clients achieve success in their lives. We do this by giving them security, knowledge, and structure through our services. We like to be collaborators with our clients and help them learn and grow so they can do their best.
