Okay — if you’re reading this, I’m going to assume you either:
a) already opened your Relay account, or
b) you’re about to… because it takes less than 10 minutes.
Seriously — you only need:
- Your EIN
- Your driver’s license
- Ownership percentages
No long appointments.
No endless paperwork.
No “bring your firstborn” requirements like Chase.
If you haven’t opened Relay yet, do that first (it’s the easiest part):
https://app.relayfi.com/v3/register?referralcode=finance-makeover
Now for the next step — and this is the one that changes everything:
Move your income deposits (Stripe, Square, PayPal, etc.) into your Relay Income Account
This is where the Profit First magic starts.
When your income hits Relay first, you can easily allocate into:
- Profit
- Owner’s Pay
- Taxes
Operating Expenses
…automatically, on a schedule.

No more guessing.
No more “I think we’re okay.”
No more sleepless nights before payroll.
And before we wrap up, I want to say this:
Thanksgiving just passed, and every year I’m reminded how lucky we are to live in a country where we can choose our business, our goals, and our priorities.
So channel that gratitude into a new habit:
“I like saving more than I like spending.”
Start today.
You’ve got this.
Open your Relay account or log in here:
https://app.relayfi.com/v3/register?referralcode=finance-makeoverThen update your payment processors so all money flows into your Relay Income Account.
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