The Ambitious Bookkeeper Podcast

136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas


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In this interview episode, I’m chatting with Deanna Zubrickas, a product specialist at Relay. We dive into the challenges with traditional banking methods, the partnership between Relay and Profit First, and the revamped partner program that offers exciting opportunities for bookkeepers and accountants!

In this episode you’ll hear:

  • The new Relay Partner Program
  • How to position and convert clients to Relay
  • All the things I love about Relay
  • Profit First Friendly Bank

Resources mentioned in this episode:

  • Become a Relay Partner

Meet Deanna
Deanna Zubrickas works directly with Relay’s Partners, accountants and bookkeepers, helping them deliver superior business banking to their clients. Deanna a certified Profit First Professional and is the go-to product expert for business banking solutions and banking integrations with accounting software. Before making the move into financial technology, Deanna supervised retail operations and managed customer relations at a number of enterprise and mid-sized retail brands, including OAK + FORT, Free People, and Urban Outfitters.

Connect with Deanna:
📧 Email: [email protected]
📱 X: https://twitter.com/bankwithrelay
📱 IG: https://instagram.com/bankwithrelay
📱 LinkedIn: https://linkedin.com/company/bankwithrelay

Dislcaimer: Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance provided through Thread Bank; Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.


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For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

  • Visit our website: ambitiousbookkeeper.com
  • Follow the Blog: ambitiousbookkeeper.com/blog
  • Connect on Instagram: instagram.com/ambitiousbookkeeper
  • Connect on LinkedIn: Linkedin.com/in/SerenaShoup
  • Connect on Facebook: Facebook.com/serenashoupcpa

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