Show Summary:
In this episode of Grow My Accounting Practice, Yoseph West, Co-Founder & CEO of Relay, joins the show to discuss how accountants, bookkeepers, and business coaches can leverage digital banking to provide their SMB clients with greater cash flow clarity. Yoseph highlights why real-time cash flow visibility is crucial for small business owners, enabling them to make informed financial decisions and avoid common pitfalls. He also explores how professionals can use platforms like Relay to strengthen trust and build deeper relationships with their clients.
Yoseph shares why digital banking solutions should be on every accountant’s radar and how Relay, in particular, is designed to support financial professionals. He outlines key benefits such as seamless integrations, automated financial workflows, and enhanced collaboration between business owners and their advisors. Plus, he unveils new data on the cash flow challenges facing U.S. small businesses today, shedding light on how accountants and bookkeepers can play a pivotal role in addressing these issues. Tune in for valuable insights on optimizing cash flow management and taking your advisory services to the next level!
Biography:
Yoseph West is the Co-Founder & CEO of Relay, an online banking and money management platform that gives small businesses and their advisors complete control over their cash flow. Before Relay, Yoseph led marketing at Hubdoc, joining the company when it had zero revenue and driving its growth until Hubdoc’s eventual acquisition by Xero.
Prior to that, Yoseph co-founded Vuru, a financial analysis product that was later acquired by Wave Accounting. He then joined Wave Accounting (now H&R Block), where he led the company’s product engagement and monetization efforts.
Website:
https://relayfi.com/?utm_source=pr&utm_medium=earned-story&utm_campaign=YWTL
Corporate Partner:
Relayfi – https://relayfi.com/
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