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

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!

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