loader from loading.io

Yoseph West: How ABCs Can Use Relay to Bring Cash Flow Clarity to Their SMB Clients

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

Release Date: 02/06/2025

Dr. Sonny Magana: The 7 Habits of Meta-Learners show art Dr. Sonny Magana: The 7 Habits of Meta-Learners

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

Show Summary: What if you could tap into your full learning potential—on demand? In this powerful episode of Grow My Accounting Practice, Dr. Sonny Magana, award-winning educator and globally recognized learning expert, shares how learning is not just a skill, but the foundation of all human achievement. Drawing from his groundbreaking research, Dr. Magana introduces us to the concept of “Learning in the Zone”—a state where individuals consistently achieve optimal learning performance. You’ll discover how, regardless of how fast or slow we learn, there are proven principles that can...

info_outline
Jen Perez: Bold Conversations That Transform Your Business Without Shame or Burnout show art Jen Perez: Bold Conversations That Transform Your Business Without Shame or Burnout

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

Show Summary: In this empowering episode of Grow My Accounting Practice, we’re joined by Jen Perez, a Certified Profit First Professional, entrepreneur, and author of "69 Ways Money Is Like Sex." Jen is known for sparking bold conversations that challenge the status quo—and help business owners take back control of their finances and freedom. Jen dives into the three key levers every entrepreneur must master to scale sustainably: people, time, and money. She shares the creative process behind her book and how powerful analogies can help entrepreneurs finally get out of their own...

info_outline
Michelle Weinstein: Sales, Pricing, and Qualifying a Client show art Michelle Weinstein: Sales, Pricing, and Qualifying a Client

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

Show Summary: Facebook:thepitchqueen Instagram:@thepitchqueen Twitter:@thepitchqueen LinkedIn:https://www.linkedin.com/in/michelleweinstein/   Corporate Partner:The Abundant Accountant -  is here!  More Education. More Functionality. More Profit!

info_outline
Barrie Cohen: How PR Helps Financial Experts Stand Out show art Barrie Cohen: How PR Helps Financial Experts Stand Out

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

Show Summary: Facebook: Instagram: LinkedIn: Corporate Partner:Miles Talent Hub. -  is here!  More Education. More Functionality. More Profit!

info_outline
Kristin Meador: Running Your Growing Firm While Traveling The World show art Kristin Meador: Running Your Growing Firm While Traveling The World

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

Show Summary: Instagram: LinkedIn: Corporate Partner:Cashflow Mike -  is here!  More Education. More Functionality. More Profit!

info_outline
Geoff Woods: How Leaders Can Harness AI to make Faster, Smarter Decisions show art Geoff Woods: How Leaders Can Harness AI to make Faster, Smarter Decisions

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

Show Summary: Corporate Partner:Universal Accounting -  is here!  More Education. More Functionality. More Profit!

info_outline
Ryan McGarghan: Putting It All Together: Profit First, CFO & Growth Strategies show art Ryan McGarghan: Putting It All Together: Profit First, CFO & Growth Strategies

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

Show Summary:   Corporate Partner:Your Cyber Team -    is here!  More Education. More Functionality. More Profit!

info_outline
Sir Darren Jacklin: How to Smash Your Numbers in 2025 show art Sir Darren Jacklin: How to Smash Your Numbers in 2025

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

Show Summary:   Corporate Partner:Impact Global Solutions - [email protected]    is here!  More Education. More Functionality. More Profit!

info_outline
Donna Lim: Journey with Profit First and Insurance Agents show art Donna Lim: Journey with Profit First and Insurance Agents

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

Show Summary: LinkedIn: Facebook:   Corporate Partner:People Processes -    is here!  More Education. More Functionality. More Profit!

info_outline
Cathy Wagner: The Impact of Pricing on Your Soul, Mental Health, and Bottom Line show art Cathy Wagner: The Impact of Pricing on Your Soul, Mental Health, and Bottom Line

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

Show Summary: Podcast: Social Media: @retailmavens Free Training:3 Steps to Maximize Retail Profit and Reduce Overwhelm:   Corporate Partner:Relay.Fi -    is here!  More Education. More Functionality. More Profit!

info_outline
 
More Episodes

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!

 

Website:
https://relayfi.com/?utm_source=pr&utm_medium=earned-story&utm_campaign=YWTL

 

Corporate Partner:
Relayfi - https://relayfi.com/

 

Make Your Business Permanently Profitable with the PROFIT FIRST APP!