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

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

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: [e-mail]

Check out their website: https://relayfi.com/
Resources mentioned in this episode:

🏦 Sign up for Relay Accountant account
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen
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

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

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章节

1. How Relay Bank Empowers Bookkeepers & Their Clients Through Better Banking with Deanna Zubrickas (00:00:00)

2. Introduction (00:02:48)

3. Introducing Relay Banking (00:04:22)

4. Questions about Clients in Relay (00:07:48)

5. Relay and the Profit First Model (00:10:09)

6. Collaborations with Relay and Workflow Queen (00:14:48)

7. How to Use Relay to Create Value for Clients (00:16:25)

8. ChatGPT Mealplanning (00:21:43)

9. Getting Hacked and Relay Security (00:22:36)

10. Relay Advantages for Travel (00:27:19)

11. Getting Clients to Migrate to Relay (00:30:14)

12. Savings Accounts in Relay (00:34:42)

13. Upcoming Webinars from Relay (00:39:49)

14. More Questions from Alyssa (00:43:03)

15. Connect and Get Relay (00:46:21)