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Relay
Приєднався 27 січ 2020
Relay's online business banking and money management platform puts small businesses in complete control of their cash flow.
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Relay is a financial technology company, not a bank. Banking services and FDIC insurance are provided through Thread Bank; Member 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.
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Relay is a financial technology company, not a bank. Banking services and FDIC insurance are provided through Thread Bank; Member 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.
Author of Profit First, Mike Michalowicz, reacts to business owner testimonials about Relay
Profit First author Mike Michalowicz reacts to business owner testimonials about Relay - the official banking platform of Profit First
Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are provided through Thread Bank; Member 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.
Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are provided through Thread Bank; Member 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.
Переглядів: 203
Відео
What should C-Corp Profit First allocations be? | Profit First Questions with Mike Michalowicz
Переглядів 18Місяць тому
Profit First author Mike Michalowicz dives into some of the most common questions business owners have about setting up the system. In this episode, Mike tackles the question: What should C-Corp Profit First allocations be? Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are provided through Thread Bank; Member FDIC. The Relay Visa® Debit C...
How do you calculate bonuses with Profit First? | Profit First Questions with Mike Michalowicz
Переглядів 25Місяць тому
Profit First author Mike Michalowicz dives into some of the most common questions business owners have about setting up the system. In this episode, Mike tackles the question: How do you calculate bonuses with Profit First? Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are provided through Thread Bank; Member FDIC. The Relay Visa® Debit C...
How much should you pay yourself under Profit First? | Profit First Questions with Mike Michalowicz
Переглядів 1662 місяці тому
Profit First author Mike Michalowicz dives into some of the most common questions business owners have about setting up the system. In this episode, Mike tackles the question: How much should you pay yourself under Profit First? Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are provided through Thread Bank; Member FDIC. The Relay Visa® De...
How do you pay down debt with Profit First? | Profit First Questions with Mike Michalowicz
Переглядів 2193 місяці тому
Profit First author Mike Michalowicz dives into some of the most common questions business owners have about setting up the system. In this episode, Mike tackles the question: How do you approach paying down debt with Profit First? Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are provided through Thread Bank; Member FDIC. The Relay Visa®...
Bank with Relay and be on the money, all the time
Переглядів 4847 місяців тому
Relay is an all-in-one business banking and money management platform to help you understand what you’re earning, spending and saving - so you can make the best financial choices for your business. It’s business banking that delivers financial clarity to put you in complete control of your money. BEYOND THE BUSINESS BANKING BASICS ✅ No account fees, overdraft fees or minimum balances ✅ Up to 20...
Enter Relay's Reasons To Be Profitable Contest with Mike Michalowicz, Author of Profit First
Переглядів 436Рік тому
Building a lasting, financially sustainable-profitable-business takes all you’ve got. Purpose, plenty of grit, ingenuity, and enough money sense to have made it this far. At Relay, we champion businesses at every stage of their journey, and our mission is to propel you further. Which is why we’re so excited to announce the Reasons to be Profitable contest, hosted by Mike Michalowicz, author of ...
KPIs Small Businesses Should Track | On the Money Mondays, Episode #5
Переглядів 518Рік тому
How can small business owners use KPI metrics to drive profitability? 💵 In Episode #5 of On The Money Mondays, Tyler Otto, president and founder of Specialty Bookkeepers, chats with us about identifying and monitoring key performance indicators to make your business more profitable. Subscribe to On The Money Mondays: 💸 relayfi.com/mondays Have a question? Submit it here: ❓ relayfi.com/ask 🧠 Con...
Finding your accounting niche | Morgaine Trine - Gearing Up EP13
Переглядів 325Рік тому
On this episode of Gearing Up, we welcome Morgaine Trine of Honestly Bookkeeping. When Morgaine first started her bookkeeping firm, one prevailing piece of advice she received was to find her niche. This makes sense, after all, niche accounting is a tried and tested way to grow your firm. However, nailing down a niche is not always easy. For Morgaine, she ultimately chose to niche, not by indus...
Life at Relay
Переглядів 601Рік тому
Are you curious about what it's like to work at a fin-tech startup in Toronto, Ontario? Well, look no further! Relay is a no-fee, online business banking, and money management platform to understand precisely what businesses are earning, spending, and saving. We're an early-stage startup (around 80 employees during the time this video is launching) and we're continuing to grow, and bring on mor...
Relay is the official banking platform for Profit First
Переглядів 144 тис.Рік тому
We’re thrilled to announce an official partnership between Relay and Profit First Professionals. With this partnership, we’re bringing our two matching tools closer together-creating greater cash flow control and profitability for business owners. And to support your business more deeply, we’re also launching auto-transfer rules, a new Relay feature that automates Profit First allocations. Lear...
Why Relay is the best banking platform for Profit First - ft. Mike Michalowicz
Переглядів 141 тис.Рік тому
Why Relay is the best banking platform for Profit First - ft. Mike Michalowicz
Accounting for Real Estate Investors: How to Save on Taxes | On the Money Mondays, Episode #4
Переглядів 374Рік тому
Accounting for Real Estate Investors: How to Save on Taxes | On the Money Mondays, Episode #4
Building a people-first accounting firm with TOA Global | Kurt Grantham - Gearing Up EP12
Переглядів 210Рік тому
Building a people-first accounting firm with TOA Global | Kurt Grantham - Gearing Up EP12
How The Real Estate Robinsons scale their property business with Relay
Переглядів 1,5 тис.Рік тому
How The Real Estate Robinsons scale their property business with Relay
Finances for Content Creators: How to Set Yourself Up for Success | On the Money Mondays, Episode #3
Переглядів 278Рік тому
Finances for Content Creators: How to Set Yourself Up for Success | On the Money Mondays, Episode #3
HIPAA 101 for Accountants: How to Stay Compliant | Cindy Moore - Gearing Up EP 11
Переглядів 207Рік тому
HIPAA 101 for Accountants: How to Stay Compliant | Cindy Moore - Gearing Up EP 11
How Risky Is It To Do Your Own Bookkeeping? | On the Money Mondays, Episode #2
Переглядів 379Рік тому
How Risky Is It To Do Your Own Bookkeeping? | On the Money Mondays, Episode #2
How to charge for accounting: Value-based pricing vs. hourly rates | Jeremy Wells - Gearing Up EP 10
Переглядів 355Рік тому
How to charge for accounting: Value-based pricing vs. hourly rates | Jeremy Wells - Gearing Up EP 10
Business Tax Tips from a CPA with 20+ Years of Experience | On the Money Mondays, Episode #1
Переглядів 582Рік тому
Business Tax Tips from a CPA with 20 Years of Experience | On the Money Mondays, Episode #1
How Miranda Got Employee Spending Under Control with Relay - #MyMoneyStory
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How Miranda Got Employee Spending Under Control with Relay - #MyMoneyStory
How Brooke Got Her Cash Flow Under Control with Multiple Accounts in Relay - #MyMoneyStory
Переглядів 2,2 тис.2 роки тому
How Brooke Got Her Cash Flow Under Control with Multiple Accounts in Relay - #MyMoneyStory
How Matthew Ditched Credit Cards and Reigned in Business Debt with Relay - #MyMoneyStory
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How Matthew Ditched Credit Cards and Reigned in Business Debt with Relay - #MyMoneyStory
How Tori Got Serious About Cash Management and Learned to Love Accounting - #MyMoneyStory
Переглядів 8832 роки тому
How Tori Got Serious About Cash Management and Learned to Love Accounting - #MyMoneyStory
Building Better Business Banking, For The Long Haul - Yoseph West, Co-Founder & CEO, Relay
Переглядів 1,2 тис.2 роки тому
Building Better Business Banking, For The Long Haul - Yoseph West, Co-Founder & CEO, Relay
How Stephanie Learned What to Look for In Business Banking and Why She Chose Relay - #MyMoneyStory
Переглядів 3482 роки тому
How Stephanie Learned What to Look for In Business Banking and Why She Chose Relay - #MyMoneyStory
Convincing clients to switch to your preferred tech stack | Garrett Alexander - Gearing Up EP#9
Переглядів 4232 роки тому
Convincing clients to switch to your preferred tech stack | Garrett Alexander - Gearing Up EP#9
Using visuals to manage client expectations | Megan Justice, Crayon Advisory, LLC - Gearing Up #8
Переглядів 2652 роки тому
Using visuals to manage client expectations | Megan Justice, Crayon Advisory, LLC - Gearing Up #8
Hiring for a remote accounting firm | Nancy McClelland, The Dancing Accountant - Gearing Up #7
Переглядів 4712 роки тому
Hiring for a remote accounting firm | Nancy McClelland, The Dancing Accountant - Gearing Up #7
How to grow your bookkeeping business with one app | Dave Kersting, Capovario - Gearing Up EP#6
Переглядів 6182 роки тому
How to grow your bookkeeping business with one app | Dave Kersting, Capovario - Gearing Up EP#6
I just wish there were more depositing ATMs around. I have to drive about one hour and a half just to deposit some cash it may be a deal breaker for many small businesses.
You can deposit cash to your Relay account by using AllPoint+ ATMs or at a Green Dot Network participating retailer, which include Walmart, Walgreens, CVS, and more. More on this here: support.relayfi.com/hc/en-us/articles/27424897508756-Adding-cash-to-your-Relay-account
Very helpful tidbit reminder! He talked about this in the book, which I own & love but you forget & I'm glad Relay touched upon this again!
Do you recommend a seperate account for paying down debt? Transfering from profit account to the "debt pay off" account.
You can setup a DEBT DESTROYER (just giving the account a name) account for Debt. But the reason to allocate money to PROFIT and then use a portion (including a large portion) to pay debt, is to build a behavioral pattern of allocating to PROFIT. So basically the goal is to “train” ourselves to always allocate to PROFIT first.
Just finding your channel but this video was great in regards to how to weed out the incorrect clients and tech used to be completely virtual. Thanks Cindy
Relay sucks. They denied my application smh. NorthOne is another option
Dear i am so sad about this relay does not work for Pakistani US entrepreneur
This bank close my account and not allow to access my fund 😢
congrats to the winners. So awesome.
When will the winners be announced
I'm checking into Relay for my Business. My question is do I need separate accounts for each rental (4) along with dividing each acct into 5 more under each?
Bauto
What is better then mercury ?
As usual, great job, Tyler!
Holy bananas this is incredible! Thank you all for making this happen! I cannot wait to dig into this further and share it with my clients too!
Awesome 👍🏻
Love the infographic!
Relay, you are the best, I mean you help start-ups with new ventures, banking is the most important part of a business and your and the team provide such great solutions to it. I really rely on you Relay 🙂
Great interview!
Really great interview. I appreciated how the highlights were amplified. Nancy is smart and real. Blake does a great job allowing the interviewee talk and share her knowledge. Well done!
Thank you David!
It might be more valuable to highlight what Keeper does that QBO CAN"T do, otherwise why would I need it?
Love these two apps they really make our life easier when managing clients books
This is such valuable information and I am so thankful for you guys sharing this. She is a rockstar. 😎
We're delighted to hear that Clay! Thank you for watching.
Thanks to Cindy and Blake for this teaching!
We're so happy you found it valuable. And we'll pass on the thanks to Blake and Cindy!
Great video! I am curious to know what her client portal looks like and how it functions. Is it possible for me to get more information from her about that?
Hi Jeff, please send us an email marketing [at] relayfi [dot] com and we can see about connecting you. Thank you.
Awesome content!
Oh man, her riff on "portals" is my biggest frustration. Especially the fact that most seem to be "tax" oriented. We're a small, niche bookkeeping firm. I need a portal, but not all the compliance stuff. I sure don't want to have to build one. And thanks for the tip on Cognito. I'm checking it out now. Thanks Blake! (and Safie as well, of course).
Glad you enjoyed the episode Michael!! And totally agree re: overly-complicated portals. Sounds like another area ripe for disruption.
@@BankwithRelay For sure. If only I had the knowledge, funding, and time. *sigh*
Thank you guys for all the hard work!
Are you supporting non-US residents small business in USA?
Hey Kar! Yes, we support all US businesses as long as the business itself is registered in the US! You can get started and submit the required documents here: app.relayfi.com/register Hope that helps, and let us know if you have any other questions!
@@BankwithRelay Hi, I was wondering what you're looking for from new applicants? I've been with Paypal Business for 20 years and my first application was rejected. I registered as a sole proprietor with my social security number, but maybe I got bad information and you only accept registered LLC's/corporations now? I just wanted to know what you're looking for when onboarding new customers. Thanks a lot.
This is really insightful. Great work!