Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

How Relay Bank Empowers Bookkeepers & Their Clients Through Better Banking with Deanna Zubrickas

5 snips

Jul 18, 2023

In this insightful discussion, Deanna Zubrickas, a product specialist at Relay Financial Bank, reveals how their innovative platform elevates the bookkeeping process. She unveils the new Profit First auto transfer rules and highlights the benefits of interest-bearing savings accounts. Deanna emphasizes the importance of seamless client transitions and better cash flow management. With a focus on user experience, she shares how Relay integrates with accounting tools to enhance financial visibility for both bookkeepers and their clients.

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ANECDOTE

Switching to Relay

Alyssa Lang switched to Relay in 2021 after meeting Yosef, the founder, at BKX.
She was tired of Bank of America's fees while using Profit First.

ADVICE

Suggesting Features

Request percentage allocations in banking.
Relay implemented this feature after Alyssa Lang suggested it.

ADVICE

Relay Overview

Consider Relay, a virtual banking platform designed for small businesses, bookkeepers, and accountants.
It offers free banking, integrates with QBO/Xero, and allows up to 20 checking accounts, savings accounts and 50 debit cards.

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Alyssa Lang interviews Deanna Zubrickas, a rep from Relay Financial Bank, about their incredible banking platform and how it can help to streamline your client experience as a bookkeeper or accountant. In this episode Alyssa and Deanna dive into the newest features that Relay has released including Profit First auto transfer rules, 1% - 3% interest bearing savings accounts, Relay 2.0 and so much more.

In this episode you’ll hear:

New Profit First auto transfer rules to easily allocate money across accounts
New interest bearing savings accounts and how to encourage clients to get them
In depth allocation process from a bookkeeping firm owner
How to create a better client experience using this banking platform
How to migrate clients and yourself from your old bank to Relay

About our guest:

Deanna Zubrickas works directly with Relay’s Partners, accountants and bookkeepers, helping them deliver superior business banking to their clients. Deanna is the go-to product expert for business banking solutions and banking integrations with accounting software. She also recently completed the Profit First Professionals certification.

Connect with Relay:

Follow them on Instagram: https://www.instagram.com/bankwithrelay
Check out their Facebook Page: https://www.facebook.com/bankwithrelay
Email them: support@relayfi.com

Check out their website: https://relayfi.com/

Resources mentioned in this episode:

🏦 Sign up for Relay Accountant account

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Podcast Editing: Ian Gilliam: iangilliam.com