Blog
Partner Updates

Overview of Relay’s Partner Program

Small business success is core to Relay’s mission. An effective relationship with an accountant or bookkeeper is a foundational pillar of that success. That’s why we built Relay, to support partners like you in the work you do with small business owners.

Henry Fuz
Jan 28, 2021
Trailblazers Series

Interview with Michael Ly, CEO & Founder of Reconciled It - Relay Trailblazers Series

Our guest for this interview is Michael Ly. Michael is the founder and CEO of Reconciled It, a cloud accounting firm recognized as a "Firm of the Future" by Intuit. Reconciled It employs over 30 staff and has grown 100% year on year for several years.

Yoseph West
Jan 28, 2021
Webinar

Workflows for managing client cash flow

Cash flow management is something that requires continued attention from small business owners and their advisors. That's why it's so critical for firms to have effective workflows for managing challenges as they arise.

Yoseph West
Jan 28, 2021
Webinar

Transitioning clients to collaborative banking

In 2019, 55% of SMBs added or changed financial institutions. A simple decision such as clients’ banking can have a profound impact on your own practice, workflows, and tech stack. Which is why you need to be in control of the conversation.

Yoseph West
Jan 28, 2021
Trailblazers Series

Interview with Hector Garcia - Relay Trailblazers Series

Check out our interview with Hector Garcia, an award-winning accountant, Top 100 ProAdvisor, and YouTuber with a channel that boasts millions of views. We asked Hector about branding, pricing, hiring and a lot more.

Yoseph West
Jan 28, 2021
Insights

How to persuade your clients to change banks

The bank your client chooses can cost your firm hours each month, not to mention your team's sanity. In fact, there's probably banks you'd rather avoid. If that's the case, here's a comprehensive guide on how to get your clients to switch banks.

Henry Fuz
Jan 28, 2021