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
It would be my pleasure to join your team, whether you are a solo-entrepreneur, a startup business, or to assist with further organizing and growing your established businesses. I assist various industries. As I'm also a licensed financial broker, benefits consultant and tax planner since 2015, I have a unique position that allows me to provide solutions for important aspects of your finances and business. I would enjoy being your Certified Cash Flow Advisory Pro and making your business profit first is always at top of mind for your success! Let's talk today!
