How Relay Bank Empowers Bookkeepers & Their Clients Through Better Banking with Deanna Zubrickas

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

07/18/23 • 49 min

Alyssa Lang interviews Deanna Zubrickas, a rep from Relay Financial Bank, about their incredible banking platform and how it can help to streamline your client experience as a bookkeeper or accountant. In this episode Alyssa and Deanna dive into the newest features that Relay has released including Profit First auto transfer rules, 1% - 3% interest bearing savings accounts, Relay 2.0 and so much more.

In this episode you’ll hear:

New Profit First auto transfer rules to easily allocate money across accounts
New interest bearing savings accounts and how to encourage clients to get them
In depth allocation process from a bookkeeping firm owner
How to create a better client experience using this banking platform
How to migrate clients and yourself from your old bank to Relay

About our guest:

Deanna Zubrickas works directly with Relay’s Partners, accountants and bookkeepers, helping them deliver superior business banking to their clients. Deanna is the go-to product expert for business banking solutions and banking integrations with accounting software. She also recently completed the Profit First Professionals certification.

Connect with Relay:

Follow them on Instagram: https://www.instagram.com/bankwithrelay
Check out their Facebook Page: https://www.facebook.com/bankwithrelay
Email them: [email protected]

Check out their website: https://relayfi.com/

Resources mentioned in this episode:

🏦 Sign up for Relay Accountant account

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For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

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Podcast Publishing Tools we use:

Podcast Editing: Ian Gilliam: iangilliam.com

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07/18/23 • 49 min

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) - How Relay Bank Empowers Bookkeepers & Their Clients Through Better Banking with Deanna Zubrickas

Transcript

00:01:38.160

So if you've been interested in finding the perfect banking solution, whether that's for yourself or even for your clients, or even maybe to keep a very seamless. Relationship between your client's bank account and the way that you serve your clients. Then this episode is for you. I am bringing on my favorite absolute favorite banking system. It's called relay. I've been using relay since 2021. I had been using relayed for both companies, which is super exciting, and

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