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
I am passionate about helping small business owners and entrepreneurs grow by improving cash flow and profitability. As an accountant and CPA for over 20 years, I have been working on business planning, bookkeeping, accounting, tax and financial statements for public and private companies.
I identify opportunities for cash flow and profitability improvement by preparing a cash flow assessment audit of a businesses activities. The assessment audit includes
-Analysis of individual revenue lines to understand the greatest opportunity for profit margins and growth
-Expense analysis and matrix to identify the efficiency of cash consumption
-Projection of future cash flow.
