The Relay Advisor Directory is a searchable list of accountants and bookkeepers who use Relay, with filters for location, services, industry, and accounting software.
Who this is for
Small business owners who need help with bookkeeping, tax, or advisory work
Owners already using Relay who want an advisor familiar with how the accounts and workflows are set up
Owners running Profit First who want an advisor certified in the method
Owners searching by industry, location, or a specific accounting software they already use
How the Advisor Directory works
The directory lives at directory.relayfi.com and lets you browse advisor profiles, filter by fit, and contact any listed advisor through the site.
Visit directory.relayfi.com.
Filter by location, services offered, industry, or the accounting software you use.
Review advisor profiles for biographies, services, accreditations, and industries served.
Send a message to the advisor through the profile's contact form.
What information is on each advisor profile?
Each profile shows the advisor's biography, services offered, accreditations, industries served, and preferred accounting software. Profiles also flag credentials like Relay Banking Partner Certification and Profit First Professional status when the advisor has earned them.
What are Relay Certified Partners and Profit First Professionals?
These are two credentials that appear on directory profiles and signal how an advisor works with Relay or which cash management method they follow.
Relay Banking Partner Certification. An optional credential Relay Partners can earn that covers how Relay works, how to structure client accounts, and how to advise on cash flow using Relay.
Profit First Professionals. Advisors certified through Profit First Professionals to implement Mike Michalowicz's Profit First method. You can also search these advisors directly at profitfirstprofessionals.com.
What happens after you contact an advisor?
Your message goes to the advisor as an email that includes the contact information you provided. Response times vary by firm, so give a few business days before following up.
What's not included in the directory
Advisors who are not members of the Relay Partner Program
Employment or endorsement by Relay. Every listed advisor is an independent professional and not employed by Relay
Legal, tax, or financial advice from Relay itself. Any guidance you receive comes from the advisor's firm, under their own credentials and terms
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