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
Marjorie Diephouse is a seasoned CPA with 30 years of experience, passionately serving family-owned businesses, particularly in the roofing and home inspection niches. Balancing a life on the road in a motorcoach with her husband and their standard poodle, Thunder, Marjorie expertly manages clients virtually across the U.S. An accomplished color pencil and scratchboard artist, she also finds joy in fishing and traveling. Dedicated to helping clients scale their businesses and enjoy life more. She is also focused on developing automation in her firm and for her clients, streamlining processes to increase efficiency and effectiveness.
