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:
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James Masotti: First 90 Days of Buying a Bookkeeping Business
Alison Lukin: Officially Social Content Calendars
Laurence Whittam: Optimizing Outsourcing/Offshoring
Fady Hawatmeh: Use of AI in Accounting and Finance
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