BANKING RELATIONSHIPS

A "good bank" may not be good enough!

We know you might already have an existing banking relationship.  However, if you seek stronger security, seamless data syncing, longer historical transactions, and search capabilities, contact us and we will introduce you to our favorite banker at Chase Bank.

We Understand Banking

Services Can Be Frustrating

Nonprofits need a bank that quickly resolves transaction issues and integrates smoothly with their accounting systems.

While many banks promise this, few deliver. A strong banking relationship ensures timely payments, smooth fund transfers, and easy management of new accounts.

We Are Biased...

We Prefer Chase Bank

Chase Bank offers user-friendly online banking, making transactions, payments, and internal controls easy and efficient.

With features like 7 years of statement access, easy transaction searches, fraud protection, and DocuSign for opening new accounts, Chase simplifies banking.

We Strengthen

Bank Relationships

Our relationship with Chase minimizes fees and supports our role as CFOs across various organizations.

We act as co-signers with other officers on all accounts, ensuring compliance and transparency by documenting all transactions and communications.

We Are Paranoid About Security in Banking

We prioritize internet security by using Apple computers and Chase Bank's secure systems, avoiding Windows, Android, and non-SSL websites.

We use top-tier hardware and software, and always employ VPNs. For enhanced protection, we prefer phone calls over text.