Ep 181 Automating Profit First Banking with Deanna Zubrickas of Relay

Ep 181 Automating Profit First Banking with Deanna Zubrickas of Relay

 Deanna Zubrickas plays a pivotal role at Relay, collaborating closely with Partners, accountants, and bookkeepers to enhance the quality of business banking services offered to their clientele. Serving as the primary product expert, Deanna specializes in business banking solutions and seamless integrations between banking and accounting systems.

 In this episode, you will learn the following:

  ●        Flexibility of Relay Accounts: Relay's appeal for setting up Profit First lies in its flexibility..

●        Overcoming Banking Hurdles: One of the challenges with Profit First implementation is finding a bank that supports multiple accounts without charging excessive fees.

●        Automation Enhances Execution: Automation is a powerful tool for ensuring consistent adherence to Profit First principles.

●        Integration with Accounting Software: Relay's connection with QuickBooks and Xero ensures that all transfers and allocations made within Relay seamlessly reflect in the accounting software, streamlining the financial management process.

 * Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are provided through Thread Bank and Evolve Bank & Trust; Members FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.

Learn more through this affiliate link:

bit.ly/relayfi

https://bit.ly/RelayFIPro for accountants and bookkeepers

 

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: 

https://bit.ly/PFcall

Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.