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
CBP
I have experience in retail management and a Bachelor's degree in Project Management. I also have a passion for helping business owners achieve their goals and realize their full potential.
I am both QuickBooks ProAdvisor certified and a Zoho Books Finance Partner, equipped with the tools and knowledge necessary to help businesses of all sizes succeed.
Despite our busy professional lives, My wife Stephanie and I are also dedicated parents to two young boys. We understand the importance of balancing work and family life as well making your business work to achieve your personal goals.
