Show Summary
This is a special episode with Relay Financial's CEO and Co-Founder, Yoseph West!
We know how challenging it is for people who implement Profit First in their businesses to find a banking solution that works for them and their clients. It takes convincing, negotiating, and adapting to do Profit First banking which costs time and forces you and your clients to make difficult tradeoffs.
In this episode, Yoseph shares with us what Relay Financial is and why it is so great for Profit First banking. Relay knows accounting, bookkeeping, and client advisory. The roots of their business lie in the industry. But more importantly, their product truly enables Profit First banking.
Relay is a financial technology company, not a bank, which Yoseph explains in this episode.
The banking features aren’t the only reason we’re so excited to work with Relay’s team. It comes down to how invested they are in Profit First and the Profit First Professionals community.
Website:
www.relayfi.com
Corporate Partner:
Geraldine Carter: How CPAs Can Get Down to 40 Hours
Billie Anne Grigg: Insider Access Look on Profit First Professionals
Inna Korenzvit: Running a Successful Accounting Firm as a Family Business
Tim Thompson: Tax Transformation: Turning Junk into Treasure
Lori Hardtke: Knowing What You Don't Want
Harley Liechty: Distinguishing Yourself in the Business
Kathy Dise: Budgeting Strategies
10 Years of Profit First: A Special GMAP Anniversary Episode
Maddie Craig: Building the Brand of YOU
Jonathan Bello: How to Build Strong Accounting and Bookkeeping Teams
April Stroink: A Coaching Journey of Resilience and Success
Sarah Webb: Working with Licensed Professionals
Andrew Berg: Journey to Modern Accounting Firm
Elaine Pofeldt: Building a Million-Dollar, One-Person Business
Deanna Zubrickas: Relay's New Partner Program
Sue Fulmer: How My Experience at PFP Sets It Apart from My Previous Workplace
Hope Blankenship: Small Business Growth and Entrepreneurial Story
Stacey Seguin: Redefining Rules in Life
Dan Richards: PracticeWIN
Stacy Herman Lang: Acquiring a Book of Business
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