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  • What is Relay
      • Business checking

        Know precisely what you’re earning, spending and saving

      • Profit First banking

        Relay is the official banking platform for Profit First

      • Business savings

        Automated savings that earn you 1% to 3% APY1

      • Accounts payable

        Review, approve and pay bills within business banking

        Integrations

        • Xero

          Bookkeeping made simple and speedy

        • QuickBooks Online

          Directly sync ultra-detailed transaction data

        • Gusto

          Business banking and payroll together at last

        • Plaid & Yodlee

          Tap networks of money management apps

  • Accountants & Bookkeepers
      • Client banking

        The money management platform built for you and your clients

      • Get certified

        Become a Banking Partner to help your clients bank smarter

        Learn

        • Gearing Up

          Advisors share what makes their firm successful

        • Accounts payable

          Offer AP services at your firm

        • Data security

          Keep client data more secure

        • Growth playbook

          Get the wisdom of forward-thinking firms

  • Pricing
  • Resources
      • Everyday business blog

        Stay on the money with these actionable tools and strategies

      • Advisor learning hub

        Insights and advice for small business advisors

      • Customer Stories

        Hear what our customers are saying

      • Bi-weekly webinar

        Learn to manage cash with Relay in our live webinar and Q&A

        • FAQs

          Answers to common questions about Relay

        • Support center

          Stuck? Step-by-step guides to get answers fast

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          Hands-on help by email

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Advisor learning hubGearing Up

Gearing Up

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  • Gearing Up5 min read

    How to find your accounting niche

    Niching is a tried and tested way to stay competitive and grow an accounting or bookkeeping firm. For Morgaine Trine of Honestly Bookeeping, she ultimately chose to niche, not by industry, but by process and technology.

    By Ziwei Chen
  • Gearing Up6 min read

    Building and scaling a people-first accounting firm with TOA Global

    If you’re a firm owner, you know how difficult it can be to hire and retain accounting talent. But thanks to TOA Global, Kurt tapped into outsourced talent and scaled his team by 30% within a year.

    By Ziwei Chen
  • Gearing Up6 min read

    HIPAA 101 for Accountants: How to Stay Compliant with Saasant

    If you’re an accountant or bookkeeper that works with health care providers, HIPAA is likely on your radar. Here's what it is and how to stay compliant as a financial advisor.

    By Ziwei Chen
  • Gearing Up6 min read

    How to Price Small Business Bookkeeping Services

    When charging for accounting, should you take a value-based approach or charge an hourly rate? Blake Oliver and Jeremy Wells share their opinions in this episode of Gearing Up.

    By Ziwei Chen
  • Gearing Up11 min read

    How to move clients from a manual accounting process to your preferred tech stack

    Here's how Garrett Alexander, Co-Founder of Orsini & Associates, saved one of his clients $12K by convincing them to switch to his preferred tech stack.

    By Leigh Doyle
  • Gearing Up8 min read

    How to manage accounting client expectations using visuals

    Megan Justice, owner, Crayon Advisory, LLC, uses infographics to help clients understand the tax preparation process and ensure a positive client experience.

    By Leigh Doyle
  • Gearing Up11 min read

    Hiring for a remote accounting and bookkeeping firm

    How Nancy McClelland, owner of accounting firm The Dancing Accounting, has built a remote advisory team she loves by thinking creatively.

    By Leigh Doyle
  • Gearing Up13 min read

    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.

    By Leigh Doyle
  • Gearing Up8 min read

    How to qualify bookkeeping prospects using Acuity Scheduling

    Cindy Schroeder, owner of Bright Bookkeeping and founder of the community Bookkeeping Buds, used automation to reduce the number of free consulting calls with prospects that go nowhere by 50%.

    By Leigh Doyle
  • Gearing Up9 min read

    Scale your firm with standard operating procedures in Karbon

    In this episode, Phil Gaudiano shares how he created standard operating procedures in Karbon to ensure his firm delivered a consistent client experience.

    By Leigh Doyle
  • Gearing Up8 min read

    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.

    By Leigh Doyle
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    Go to home

    What is Relay

    • Business checking
    • Profit First banking
    • Accounts payable
    • Pricing
    • Integrations
    • Xero
    • QuickBooks Online
    • Gusto
    • Plaid & Yodlee

    Accountants & Bookkeepers

    • Client banking
    • Gearing Up
    • Get certified
    • Guides
    • Accounts payable
    • Data security
    • Growth in 2021

    Resources

    • Everyday business blog
    • Advisor hub
    • FAQs
    • Bi-weekly webinar
    • Support center
    • Banking for real estate investors
    • Banking for e-commerce
    • Banking for agencies
    • Switch to Relay

    Company

    • About us
    • Customer stories
    • Careers
    • Partner with us
    • Contact us
    • Why Relay

    Legal

    • Terms of Service
    • Privacy Policy
    • Deposit Agreement
    • Savings Account Agreement
    • Cardholder Agreement
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    Relay Financial Technologies, Inc. © 2023

    Download mobile app from Apple app storeDownload mobile app from Google Play store

    Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are provided through Thread Bank2,3 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.

    1 The interest rates and annual percentage yield on your account are accurate as of 05/16/23 and are variable and subject to change based on the target range of the Federal Funds rate. APY will vary between 1-3% depending on the balances held. Earn 1% APY on savings balances of less than $50,000, 1.5% APY on savings between $50,000 and $250,000, 2% APY on savings balances between $250,000 and $1,000,000 and 3% APY on savings balances of more than $1,000,000. There are no minimum balances or minimum deposits required to earn interest on your account.

    2 Your deposits qualify for up to a maximum of $2,500,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://go.thread.bank/sweepdisclosure and a list of program banks at https://go.thread.bank/programbanks. Please contact customerservice@thread.bank with questions on the sweep program.

    Payment services (non banking/checking accounts or services) are provided by The Currency Cloud Limited. Registered in England No. 06323311. Registered Office: The Steward Building 1st Floor, 12 Steward Street London E1 6FQ. The Currency Cloud Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199). In the US Currency Cloud operates in partnership with CFSB. CFSB fully owns the bank program and services are provided by The Currency Cloud Inc.

    3 Please note that funds relating to Currencycloud's services are not FDIC insured or protected by the Visa Zero liability protection policy. In regards to Currencycloud's services when funds are posted to your account, e-money is issued in exchange for these funds, by an Electronic Money Institution who we work with, called Currencycloud. In line with regulatory requirements, Currencycloud safeguards your funds. This means that the money behind the balance you see in your account is held at a reputable bank, and most importantly, is protected for you in the event of Currencycloud’s, or our, insolvency. Currencycloud stops safeguarding your funds when the money has been paid out of your account to your beneficiary’s account.

    All testimonials, reviews, opinions or case studies presented on our website may not be indicative of all customers. Results may vary and customers agree to proceed at their own risk.