Level up your firm
Insights for Advisors
Case Studies
How Relay saved the day after Madeline uncovered employee fraud at her firm
Hit with employee fraud, Madeline needed to close and re-open multiple bank accounts. While other banks took weeks, Relay helped her do this instantly.
How Relay helps Momentum Accounting make their accounting process 5x more efficient
A former “accounting app addict,” Nikole explains why every business should use Relay if they want to be efficient.
How banking with Relay helps Salma’s remote clients avoid month-long delays
Salma started her advisory firm remotely. She soon learned that no access to a physical bank branch also meant no service — until she found Relay.
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In our bi-weekly video series we talk to real accountants and bookkeepers to find out their strategies.
Latest
How to grow your bookkeeping business with one app
When a firm is rapidly growing, staying on top of monthly bookkeeping tasks, reporting and communicating with clients can add up to endless hours of work. This lost time can slow growth and put client relationships at risk. Dave Kersting, CEO of Capovario, shares his one-app solution to make monthly bookkeeping more streamlined and efficient.
How to deepen your personal connection with clients — and communicate faster — with Loom
In this episode of Gearing Up, we talk to Andrea Rotondo about how she uses Loom to build personal connections with clients, speed up communication and save time writing out instructions for clients.
