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
CB, CBP
I help family owned businesses clean up and clarify their financial books so they can finally trust their numbers and grow with confidence.
With a deep understanding of how messy books lead to poor decisions, I empower business owners to make smarter financial choices that protect what they have built, and set them up for long term success.
Known as Agent O, my clients call me their secret weapon for strengthening their business today and safeguarding it for the next generation.
I believe that strong and profitable businesses are what keep our communities unique and thriving!
