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
My expertise is focused on innovation and continuous improvement relating to wide array of management and accounting functions. Prior to venturing out on my own in 2017, I spent two years in the nonprofit world followed by three years working in public accounting. In this time, I learned invaluable skills needed to operate a spectrum of businesses, from multi million dollar organizations down to sole proprietorships.
My time working for a disaster recovery nonprofit provided me with a deep working knowledge of nonprofit and fund accounting, and my later experience in public accounting expanded my skillset to an immense catalog of industry knowledge. I thrive in an environment of constant growth and enjoy improving a process and then managing the well-oiled machine.
