Hey Reader!

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We know how costly it can be to work with traditional banks, from the biggest financial institutions down to the smaller, local credit unions. There’s a fee for everything these days; account opening, maintenance, low balances, overdraft – the list goes on and on.

Our firm recently partnered with Relay, an online, no-fee banking platform designed to not only make banking more accessible and affordable for small businesses but to also improve the way we work together!

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With Relay, you’ll get:

• Business banking without branches, account fees or minimum balances
• 20 checking accounts to earmark cash for operations, payroll, taxes and more
• 50 Visa® debit cards to meticulously organize spending by team or project
• All the payment types you could need—including ACH transfers, wires and checks
• Automations—like maximum-balance transfer rules—that make money move for you so can focus on running your business

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Plus, Relay makes collaboration with advisors safe and simple. You can invite accountants and bookkeepers—using permission levels specially designed for advisors—so we can securely access transaction data and bank statements. We find that working with Relay really cuts down on the back-and-forth we have with clients when working through reconciliation.
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If you are interested in trying out Relay, we recommend using the below link! For the month of June, Relay has given me a referral link allowing new Relay customers to receive a $50 bonus by simply creating an account and funding with only $1.

The account opening process takes 10 minutes, and it’s completed entirely online.
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Best regards,

Tillena Sigler's Bookkeeping

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