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
CPA, EA
Jeremy Wells, EA, CPA, runs JWellsCFO, a tax and accounting firm specializing in helping independent knowledge workers run smart businesses. He became an enrolled agent in 2018 and a Florida certified public accountant in 2022. He is a member of the American Institute of Certified Public Accountants (AICPA), the National Association of Tax Professionals (NATP), and the National Association of Enrolled Agents (NAEA). He co-hosted the CPA Advisory Show, a podcast encouraging accountants to be more helpful. Contact Jeremy at jwells@jwellscfo.com and follow him on Twitter @jwellscfo.
