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The 3 Ways a Business Bank Can Hold Back Your Firm and How to Beat Them

THE 3 WAYS A BUSINESS BANK CAN HOLD BACK YOUR FIRM AND HOW TO BEAT THEM

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 22, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Business banking is broken, and accountants bear the brunt of it. First, you’re stuck dealing with unreliable bank feeds (duplicate transactions, anyone?). Next, you take on liability and compromise security when you share logins — all just to access client banking, without which you can’t do your bookkeeping in the first place. And when you actually get the data from your client’s bank, it’s likely unreliable, poorly structured, or worse: full of obscure transactions that suck up your time as you try to piece them together by googling or chasing clients for clarification.
In this webinar, you will learn how to beat the most common ways that firms get held back by banks, and what accountant-centric business banking looks like.

Learning Objectives:


  • Identify how to use a collaborative banking platform that lets multiple users — accountants, business owners, team members — access banking securely, without sharing logins

  • Demonstrate how to save time with enriched transaction data that provides contextual information about each vendor

  • Review how to use flexible checking accounts to accommodate different cash flow management methodologies

  • Identify how you can integrate and automate accounts payable directly into banking

  • Review how to get best-in-class settlement times so you can free up cash flow in the business

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Matas Pranckevicius

Relay Financial
Content Marketing Manager
matas@relayfi.com
(888) 205-9304

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As the Content Manager at Relay, Matas helps accounting and bookkeeping firms learn how to get the most out of their business banking platform. Matas has spent his career working in financial technology. Prior to Relay, he managed content for a cashless payments provider, Intellitix. Prior to that, Matas led the sales and marketing functions at OpenDigits, a cloud accounting firm. He also helped drive growth at Knit People, helping accountants and bookkeepers deliver a better payroll experience to their clients.

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Deanna Zubrickas

Relay Financial
Product Specialist
deanna@relayfi.com
(888) 205-9304

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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. Before making the move into financial technology, Deanna supervised retail operations and managed customer relations at a number of enterprise and mid-sized retail brands, including OAK + FORT, Free People, and Urban Outfitters.

About Our Presenter

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Relay is turbocharged banking for small business. Open an account in minutes, issue corporate cards in seconds and automate bookkeeping.

Banking is the nerve center of small business and yet, it has long been a tax on small business. Relay Financial is building banking that automates financial management and helps small business owners get back to doing what they love!