CPA - small firm
CPA - medium firm
In this information-packed webinar, we will be covering how to rethink cash management with Relay! We’ll walk through some of the most common cash management issues that we see business owners having to deal with. We’ll also take a look at how some of those problems can be solved when you help your clients compartmentalize their money. Finally, we’ll introduce Relay, and Raneel will take us through a demo and finish off with a Q&A.
Learning Objectives:
- Determine some of the most common cash management issues that business owners must deal with
- Identify how some of those problems can be solved when you help your clients compartmentalize their money
- Practice using Relay
Olivia Cummings
Relay
Marketing
[email protected]
Olivia Cummings leads the Accounting and Bookkeeping channel on the marketing team. She works directly with Relay’s Partners, accountants, and bookkeepers, and helps them learn how to get the most out of their business banking platform. With almost a decade of experience in the events space, Olivia also leads Relay's event activations at various accounting tradeshows across the United States.
Raneel Basi
Relay
Customer Experience Specialist
[email protected]
(888) 205-9304
Raneel Basi works directly with Relay’s customers helping them deliver superior business banking to their clients. Raneel is the go-to product expert for business banking solutions and banking integrations with accounting software. Raneel works in partnership with Relay's accountants and bookkeepers to build trust and deliver value to their firms.
About Our Presenter
- Organize expenses and cash reserves using up to 20 checking accounts
- Issue up to 50 physical or virtual debit cards
- Send and receive ACH transfers, checks, or wires
- Give team members and financial advisors secure, role-based banking access
- Get personalized customer support by email and phone
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