Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

Mary Kate Loftus and Robin Mink: Impressia Bank - Profit First Package


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Show Summary:

In this episode of the Grow My Accounting Practice Podcast, we are joined by Mary Kate Loftus, President of Impressia Bank, and Robin Mink, a founding member of its Steering Committee, to discuss the exciting ways Impressia Bank is redefining banking for business owners—especially women entrepreneurs. A newly established digital division of CNB Bank, Impressia Bank offers full-service banking products for both personal and business needs while focusing on innovative solutions to support Profit First Professionals (PFP) and their clients.

The discussion highlights how Profit First Professional Erin Green (Trinity Growth Advisors) played a key role in educating the Impressia team about the Profit First cash management methodology. This inspired the development of a Profit First account package, tailored to help entrepreneurs implement and streamline their cash flow allocations. Additionally, Impressia Bank introduced a Multi-Transfer Percentage Tool within their eBanking system to simplify PF allocations and ensure users can effectively follow the methodology.

Beyond Profit First, Mary Kate and Robin discuss Impressia Bank's mission to redefine the client-bank relationship and tackle the gender gap in funding to support and advance women in business. They share how the bank is innovating to provide resources, education, and support to empower female entrepreneurs while ensuring financial clarity and success. Tune in to learn more about how Impressia Bank is reshaping the future of banking for women and Profit First adopters alike!

Website:

www.impressiabank.bank

Corporate Partner:Impressia Bank - https://impressiabank.bank/

Make Your Business Permanently Profitable with the PROFIT FIRST APP!

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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their BusinessBy Mike Michalowicz

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