The 3 Financial Tools Every Business Needs

Тәжірибелік нұсқаулар және стиль

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
Follow:
Web: clientamp.com
Facebook: / daveswift
Twitter: / davidswift
Your clicks support this content. Commission earning affiliate links used when possible.
Chapters:
00:00 - Start
02:11 - Relay That Overview
03:45 - Profit First Setup
08:05 - Other Relay Features

Пікірлер: 11

  • @garyelley687
    @garyelley6873 ай бұрын

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

  • @gregorycarroll3793
    @gregorycarroll37932 ай бұрын

    Definitely would like a xero video

  • @Massour42
    @Massour423 ай бұрын

    Thanks Dave

  • @dave-swift

    @dave-swift

    3 ай бұрын

    Thank you!

  • @EnglishProTips
    @EnglishProTips3 ай бұрын

    Would you recommend this for non-US?

  • @dave-swift

    @dave-swift

    3 ай бұрын

    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

  • @JohnChvatalGSTV
    @JohnChvatalGSTV3 ай бұрын

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

  • @dave-swift

    @dave-swift

    3 ай бұрын

    We use a self hosted instance of InvoiceNinja

  • @lemonline3719
    @lemonline3719Ай бұрын

    Wait, so what are the 2 other tools?

  • @Sam-fg5mi
    @Sam-fg5mi3 ай бұрын

    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

    @dave-swift

    3 ай бұрын

    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)

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