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
Consultant with 20+ years in accounting, bookkeeping, tax preparation, and business advisory services. I deliver financial solutions across various industries, ensuring compliance and profitability. My expertise includes facilitating business startups, streamlining operations, and providing Fractional CFO services. I prepare accurate financial reports and reconcile accounts to support informed decision-making. A trusted advisor, I optimize performance and build trust-based relationships through integrity and professionalism, empowering clients to achieve their financial goals effectively.
