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
At CEO Business Balance, I help service-based solopreneurs who are ready to change how they work with money.
My focus is on guiding you to create calm, clear money practices that support real, sustainable growth -- without burnout or shame.
With over 30 years in financial operations, bookkeeping, and cash flow strategy, I've seen the difference between ignoring your numbers and truly understanding them. My programs are designed for solopreneurs who want expert guidance while staying engaged and responsible for their financial clarity.
