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      • Business checking

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        Review, approve and pay bills within business banking

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        Connect business banking with leading software and tools

        Integrations

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          Bookkeeping made simple and speedy

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          Directly sync ultra-detailed transaction data

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          Business banking and payroll together at last

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          Tap networks of money management apps

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        The money management platform built for you and your clients

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          Advisors share what makes their firm successful

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          Get the wisdom of forward-thinking firms

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        Stay on the money with these actionable tools and strategies

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

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Advisor learning hubGearing Up

Gearing Up

Business BankingBusiness BudgetingCompare BankingAccountingAccounts PayableInsightsRelay UpdatesOn the Money MondaysProfit First
  • 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
  • Stay on the money with Relay updates

  • 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
  • Gearing Up16 min read

    Build a nonprofit donor dashboard with Google Sheets and Kindful

    In this episode of Gearing Up, Clay Sandoz shares the interactive nonprofit financial dashboard he built with Google Sheets and data from Kindful.

    By Leigh Doyle
  • Gearing Up11 min read

    How to Simplify Client Intake with Cognito Forms with Safietou Russell

    In Episode #1 of Gearing Up — Relay's interview series — Blake Oliver interviews Safietou Russell about how to simplify client intake with Cognito Forms

    By Leigh Doyle
  • 1
    Go to home

    What is Relay

    • Business checking
    • 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

    Company

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    • Why Relay

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    Relay is a financial technology company, not a bank. Banking services provided by Thread Bank; Member 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.

    Payment 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.