Small Business Banking Reinvented

December 17, 2019

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Video Transcription:

For a long time now we’ve been looking for the ultimate solution to what is a great Bank for a small business. Most banks have trouble spots they either have too high fees they don’t offer the right service or you are a little fish in a big pond and you get a terrible customer service. Well we come up with a great new revolutionary way to deal with banking for small businesses and I’m excited to share this with you. We are partnering with Relay, Relay is what we call a Neo bank, Neo banks are sort of a newfangled bank they are backed by FDIC protection of a bank just like you’ve normally seen a brick-and-mortar bank so you have all the protections of that. But they build a layer of a platform on top that adds all the good things that we’ve always been looking for in small businesses things like no fees, none, free bill pay ease of transfer ability so all of this is all online you could transfer money between your accounts with Relay and you can transfer back and forth into a traditional bank account if you need to as well. You can also get credit cards or even online credit card virtual credit cards that you can use for specific employees for specific purposes projects to be able to track things individually again no fees. You can also set spending limits so if you’ve wished that you could give an employee a credit card where they could spend no more than $100 a day to buy some little supplies here or there you can do that if one day comes and they need to spend $200 all you need to do is pop online and adjust that amount to that spending capacity for that day it has so much flexibility it’s kind of the dream what we’ve been looking for, for a long time in the banking world. We also have the ability to have a direct feed now I know that doesn’t mean a whole lot to you but what that means is that as those transactions happen they will automatically and come in to Xero and they’ll play very nicely we don’t have to deal with all the security challenges that we deal with traditional banks in a lot of cases so very smooth flow of information awesome ability to use that functionality online we think this is going to revolutionize the banking world for our clients and I hope you’ll take advantage of this.

If you would like to give it a shot again there’s no risk it’s no fee we will help you get set up it just takes a matter of minutes we will set it up online and then you’ll verify a few things via your social security card or your driver’s license and social security information just like you normally would to open a bank account, so let me know if you would like to give this a shot and I will be happy to set you up and you can learn how wonderful this can be. Thank you.

Donna Bordeaux, CPA with Calculated Moves

Creativity and CPAs don’t generally go together.  Most people think of CPAs as nerdy accountants who can’t talk with people.  Well, it’s time to break that stereotype.  Lively, friendly and knowledgeable can be a part of your relationship with your CPA as demonstrated by Donna and Chad Bordeaux.  They have over 50 years of combined experience as entrepreneurial CPAs.  They’ve owned businesses and helped business owners exceed their wildest dreams.   They have been able to help businesses earn many times more profit than the average business in the same industry and are passionate about helping industries that help families build great memories.