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
With nearly a decade of experience in the tax preparation industry and a proud 30-year military career behind me, my team and I at SetApart Tax are now fully dedicated to serving our clients full-time. Backed with a degree in Business Administration, my focus is on supporting small businesses with tax preparation, strategic tax planning, bookkeeping, payroll, and other advisory services. I'm passionate about helping entrepreneurs take control of their finances, streamline their operations, and position themselves for long-term success. There's nothing more rewarding to me than playing a role in the growth and success of the businesses I work with.
