Building a Bank for Accountants and Small Businesses

Yoseph West joins Blake and David to examine Relay Financial's background and their ambition to solve banking problems by becoming a bank themselves, designing the ideal user experience, and overcoming regulatory challenges. West also outlines Relay's redesigned accountant partner program, its many benefits, and upcoming features like receipt capture. The discussion turns to best practices for incorporating technology like Relay into accounting practices to solve client problems and the importance of understanding client pain points.

Meet Our Guest, Yoseph West

Learn more about the Relay Partner Program:

Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are 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

Listener Survey
Please take our listener survey:

Need CPE?
Get CPE for listening to podcasts with Earmark:
Subscribe to the Earmark Podcast:

Get in Touch
Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.

Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.

Need Accounting Conference Info? 
Check out our new website -

Limited edition shirts, stickers, and other necessities


Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad:

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Creators and Guests

David Leary
David Leary
President and Founder, Sombrero Apps Company
Yoseph West
Yoseph West
Yoseph West is the Co-Founder & CEO of Relay, an online banking and money management platform that puts small businesses, and their advisors—accountants and bookkeepers—in complete control of their cash flow. Before Relay, Yoseph led marketing at Hubdoc, joining the company when it was at zero revenue and leading its growth until Hubdoc’s eventual acquisition by Xero. Prior to that, Yoseph also co-founded Vuru, a financial analysis product that was acquired by Wave Accounting. He later joined Wave Accounting (now H&R Block) to lead the company's product engagement and monetization efforts.
Building a Bank for Accountants and Small Businesses
Broadcast by