The 3 Financial Tools Every Business Needs

Checkout my favorite financial tools for business of darn near any size:
Banking:
Relay
profitable.tools/relayfi
Bookkeeping:
Xero
profitable.tools/xero
Payroll:
Gusto
gusto.com/r/david58416
(get a $100 GiftCard when you signup with my referral link)
BONUS - Credit Card:
Capital One
profitable.tools/spark-small-...
(don’t keep a balance, just get 2% cashback)
Get Profit First Book:
amzn.to/4aM8fYg
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Chapters:
00:00 - Start
02:11 - Relay That Overview
03:45 - Profit First Setup
08:05 - Other Relay Features

[@garyelley687]

Xero, Xero, Xero! Yes . . . please give Xero the 'Dave treatment'!

[@gregorycarroll3793]

Definitely would like a xero video

[@Massour42]

Thanks Dave

[@dave-swift]

Thank you!

[@EnglishProTips]

Would you recommend this for non-US?

[@dave-swift]

If you have a US based entity and you’re not in a prohibited country I would.
support.relayfi.com/hc/en-us/articles/10239600121748-Prohibited-countries

[@lemonline3719]

Wait, so what are the 2 other tools?

[@JohnChvatalGSTV]

Dave, what do you use for automatic subscriptions like for website care plans?

[@dave-swift]

We use a self hosted instance of InvoiceNinja

[@Sam-fg5mi]

Are you just connecting your bank account to your Relay account, not putting your money in Relay? They do all that for free? What's the catch?

[@dave-swift]

Relay functions just like a regular bank account but the bank part is done via their partnership with Thread Bank.
You don’t connect another account unless you want to move money in or out (like your tax or profit accounts, following Profit First)