Your Wright Resource LLC isn’t your average financial firm.
They’re a strategic sidekick for the ambitious business owners they work with. Specializing in Virtual Family Office services including bookkeeping, payroll, tax planning services, and Profit First cash management, their mission is to build financially healthy businesses by offering tailored solutions for clients ranging from $500K to $50M in annual revenue. If you need help with financial planning, Your Wright Resource is a one-stop shop for it all.
And there’s one thing Christanne prides herself on: the effort she puts in to giving her clients an “aha!” moment when they see how far their cash can go with a committed partner like Your Wright Resource LLC.
Relay is a financial technology company and is not a bank. Banking services provided by Thread Bank, Member FDIC.
Looking for the Wright Solutions
With Christanne’s love of numbers and years spent crafting wealth management solutions, it’s no wonder Your Wright Resource has grown. Within just six months, Christanne’s incredible customer service and knowledge of the space helped her grow an impressive roster of real estate clients.
And with that growth and experience, Christanne began to notice similar themes and issues with the businesses she worked with: her clients were being burdened with high bank fees, rigid account structures, and slow onboarding processes with new solutions.
From Cash Crunch to Clarity
Christanne faced two major issues as she grew her practice, both internally and challenges she saw her clients face.
The two biggest challenges were:
Pricing: Christanne was committed to finding the best way to balance client services with fair and transparent pricing models
Client expense management: Christanne noticed quickly that traditional bank setups left her clients’ with hundreds—if not thousands—of dollars tied up in accounts to satisfy minimums, or eaten up by monthly fees.
Her clients—especially real estate investors and small business owners—were often burdened with high bank fees, rigid account structures, and slow onboarding processes. This created a drag on financial strategy execution and cash flow optimization.
And Christanne knew there was a better way.
Finding a Better Way to Do Things
From the outset, Your Wright Resource LLC integrated Relay into its service ecosystem. Relay’s modern, accounting-friendly platform immediately helped streamline the firm’s operations and delivered major wins for clients.
“Relay was the first fintech company that truly understood the challenges accounting professionals face when supporting clients,” Christanne shared.
Time Is Money—and Relay Saves Both
For accountants, giving your clients back time and money is invaluable. And when pairing her wealth of knowledge with Relay, Christanne was able to do both.
“One client saved over $700 in bank fees just by moving to Relay from a major bank. He was being charged for everything under the sun,” Christanne shared. “Another client freed up $3,600 in cash that was sitting in six different accounts to meet the minimum balance requirements. Now, he can use those funds in his operations.”
And the savings weren’t just cash. “I would guess we have saved approximately an hour per client just getting them signed up,” Christanne said. With features built for accountants, the time savings go well beyond set up. “We've also saved tons of time and frustration with getting access to the bank account transactions and statements.”
A Core Partnership
Relay’s commitment to accounting professionals and small business clients continues to be unmatched. With tools tailored for flexibility, transparency, and automation, Relay enables Your Wright Resource LLC to deliver powerful, results-driven strategies—without the headaches.
“I remain a strong advocate for Relay as we continue to grow our business and client base,” Christanne said. “We believe Relay offers the most comprehensive and client-focused solutions available.”
The Accountant’s Secret Sidekick: Relay
We’re here to help you keep your clients on the money. With a Relay account you have:
Up to 20 checking accounts, with no hidden fees or minimum balance requirements
Easy and secure login between client accounts (goodbye, password sharing!)
Auto-transfer rules for Profit First allocations
Check payments, mobile check deposits, ACH, and wires
The ability to open an account online in just 10 minutes—onboarding clients just got even easier
Safe and secure banking without having to visit a physical branch
Seamless accounting software integrations with Xero and QuickBooks Online
And SO much more…
It’s time to see what a solution that was built for accountants and bookkeepers looks like. In just ten minutes you can sign up for your own business banking account with Relay. Click here and get started today.
Relay is a financial technology company and is not a bank. Banking services provided by Thread Bank, Member FDIC.
