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
CPA
Lisa loves seeing dedicated visionaries channel their passion, drive, and belief in themselves to uplift their organizations.
However, there are way too many of them flying by the seat of their pants, guessing at their financial future, and spending way too much time at the office.
She empowers artists, accountants, entrepreneurs, and executive directors to create a thriving, financially sound business while focusing on family.
When she's not on the case, Lisa is at home in Austin with her music-producer husband, Milan. At least until you find them traveling the globe in pursuit of their passions as untethered entrepreneurs!
