EP237: Yoseph West - How To Run Your Bookkeeping Business In A Rapidly Changing World

Michael Palmer: The question a lot of these firms are asking their clients, how can you actually prepare yourself for the, you know, the new normal? How can you take some of the lessons that you learned in 2020 and apply it when everything goes back to normal? You're listening to The Successful Bookkeeper with your host, Michael Palmer. Listen each week as inspiring guests share their secrets of success. Success to help you increase your confidence, work smarter, and build a business you love. This episode of The Successful Bookkeeper is brought to you by purebookkeeping.com, the proven system to grow your bookkeeping business. Welcome back to The Successful Bookkeeper Podcast. I am your host, Michael Palmer, and today's show is going to be a great one. Our returning guest is the co-founder and CEO of Relay Financial, which is a digital business banking solution. Joseph West, welcome back to the show. Thank you, Michael. So excited to be here. And happy New Year. Happy 2021. Happy 2021. Well, I think it's interesting how the whole happy New Year thing, it was like, yeah, right, we get it. Let's forget 2020 happened. It's just like 2021. Forget about happy New Year. It's just 2021. It kind of feels like it. It's been like that. That is very true. I've gotten way less, you know, happy New Year's at the beginning of emails this year. I agree. I agree. And it's the, it's the one year I was joking with someone else recently. It's the first year I think in my entire life that I did not make a mistake of writing 2021. I was like full on that. Yeah, it's the new year. We were all really clear that this was, we're putting 2020 behind us. Nice. I can't say that I was that fortunate or that committed to the new year. I may have made that mistake once or twice where I put 2020. Okay. Okay. It might just be me. It might just be me. Very cool.

Well, look, it's been a while. The world has changed. There's been so many things going on. I mean, your organization, Relay Financial, is an organization of change and progress and innovation, but yet we had this progress and change, innovation explosion in 2020. Tell us a little bit about how you're doing these days. Yeah, absolutely. So maybe I can give a 10-second spiel on just what Relay is, and then we can kind of tie into the update. Yes, please do.

Yoseph West: Sweet. So the way to think about Relay— yes, it's a digital bank for small business owners and the advisors they work with. But I think the best way to think about