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
Paul and Leanna White, use our experience from the Fortune 100 Corporate world, as well as share our knowledge from being a small business owner ourselves to help business owners get a handle on their finances, develop a business budget (using the Profit First Approach), develop customized pricing models, and expense management strategies to grow a profitable business.
Our team works with business owners that are serious about having good financials' and we are dedicated to helping business owners succeed!
We have experience with clean up, and streamlining process to keep your monthly bookkeeping cost affordable. We also guide new customers owners entering Chapter 11 Bankruptcy and help turn their business around.
