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 arrived at accounting on a different path than most accountants. Seasoning in leadership positions in sales, marketing, and finance gives me a unique lens into all the business issues you are dealing with, not just bookkeeping. This experience with growing profitable businesses, plus accounting and software expertise, means that I understand that it's not just about tracking transactions. It's more about what these numbers mean in terms of performance and how can this knowledge save you time and earn you more revenue.
Our (you and I) discovery process goes deep. Sure, I want to find out all about your business cycle and your transactions. But, more importantly, how can I help impact your revenue and profitability goals in a highly positive way?
My solutions will be completely tailored exceeding your business goals.
