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 have been a small business owner for over 25 years in the investigation industry as well as a side hustle Etsy business, and have been doing my own accounting and bookkeeping for all those years. I am a Certified Fraud Examiner and licensed private investigator. I have served as Treasurer of several local business and non-profit groups.
I moved into the bookkeeping arena because I saw a real need for these services - from data entry to financial reporting to combatting fraud. I would truly like to serve small business owners by taking the back-end burden off their plate so they can get back to what they really love - running their business with purpose, creativity, and joy. It is MY purpose, creativity and joy to provide clients with: More time. More Freedom. More in the Bank.
