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:
https://bit.ly/RelayFIPro for accountants and bookkeepers
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
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/
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.
#profitfirst