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
Tired of just surviving? I help small businesses thrive by implementing Profit First and proactive tax strategies. Profit First is the revolutionary system that clarifies small business cash flow management, enabling small business financial freedom.
Unlike traditional accountants focused on big corporations, I champion the underdog. I empower companies at or under $330k in Real Revenue to achieve financial clarity and freedom.
My all-inclusive package uses the Relay Financial banking platform to provide Profit First setup, ongoing Profit First advisory, bookkeeping, monthly reconciliations, and annual tax returns; all for a low 1% success-based fee.
The result is an astonishing 400% return on investment in a core accounting service product.
Ready to grow your business? Let's chat!
