#NiksTips | The Future of Banking (feat. Blake Oliver, CPA)

#NiksTips | The Future of Banking (feat. 👂 Blake Oliver, CPA, CPA and Nikole Mackenzie, CPA)

Sons of CPAs Bonus to Episode #28

5 the difference between Relay Financial and Wells Fargo is Relay Financial lets you create as many checking accounts as you want, Wells Fargo opens them up without your consent

6 the pains and perceived costs of moving bank accounts is so high that we don’t do anything

***shout out to Caleb Newquist and Greg Kyte, CPA of the Oh My Fraud Podcast***

9 for businesses that need to spin out different accounts really easily, that’s where the killer app is for Relay

***shout out to Mike Michalowicz and Profit First Professionals- It's your business. Shouldn't your profit come first?***

11 if you worked with a small sub-set of contractors, or co-hosts, you could setup Relay accounts for them

***shout out to Jason Ackerman, CPA, CFP®, CGMA and TaxBandits***

14 Business owners like rewards, how can Relay get them rewards?

15 Nikole Mackenzie, CPA’s Relay Wish List

18 a Simpsons and Twilight Zone break…

19 Niches and implementing new platforms at your firm…

*** shout out to Xero***