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:
Rhamy Alejeal: People Processes - Partnership with Profit First Professionals
RJon Robins: Profit First For Lawyers
Mike Milan: Cash Flow On The Go!
Crista Grasso: Simplifying How You Scale Your Business
Stacy Tuschl: How to Create Efficient Remote Teams
Michelle Grecni: Avoiding Burnout and Staying Motivated
Patty Block: How The Broken Cookie Effect® Is Blocking Your Growth
Kelley Brubaker: Reframing Sales Calls With Great Success
Annette de Lancey: Using Profit First to Bring Clarity to Manufacturing Companies
Kasey Anton: Helping Restaurant Owners to be More Intentional and Profitable
Wally Malesh: Applying Profit First to the Real Estate Team Business Space
David Steininger: Self-Employment Sidekick
David Furth: The Value of Automating Your Financial and Accounting Processes
Shweta Patel: Women's Health and Wellness
Christina Springstead: Doing It Scared
Melissa Morris: Is Your Overwhelm an Ops Issue?
Mike Milan: Cash Flow Strategies
Fady Hawatmeh: Being a CFO
Stevyn Guinnip: Health and Wealth
Hilary Hendershott: The Profits Pyramid
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