WEBINAR | Scaling Beyond $1M

Cash flow
cleaning
for 7-figure businesses‍

More revenue, more complexity
It's time to clean up your finances

April 25 | 11:00 am PT / 2:00 pm ET

Register Now

IT'S TIME FOR A SPRING CLEANING

Scaling past $1M+ in revenue is a milestone few businesses reach. But with growth comes greater financial complexity—and what once worked may now be holding you back.

MAYBE YOU'VE NOTICED:

Higher revenue,
lower profit

Expenses outpace earnings

Cash flow is
harder to track

More revenue, more complexity

More spending,
less control

Bigger teams, bigger risks

Without the right systems, you risk tracking numbers instead of growing your business. In this webinar, you’ll learn how to clean up your financial processes, regain control, and build a system that scales with you.

HEAR FIRST-HAND FROM A BUSINESS OWNER WHO TURNED FINANCIAL CHAOS INTO CLARITY

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WHAT'S IN IT FOR YOU?

Eliminate financial friction with automation and real-time insights

Hear directly from a 7-figure founder who learned the hard way

Get practical, expert-backed solutions during the live Q&A

Gain total cash flow clarity so you know what’s fuelling your growth

WHO’S THIS FOR?

Owners Making $1M+ in Revenue

If you’re navigating the complexities of a mid-stage company

Leaders Seeking Efficiency

Anyone ready to ditch outdated systems and embrace more clarity in finances

Teams Planning for the Next Level

If you’re eager to invest in your business’s future without losing sight of profit

IF YOU'RE RUNNING A 7-FIGURE BUSINESS BUT STILL FEEL LIKE YOUR FINANCES ARE RUNNING YOU—THIS IS FOR YOU

Why attend?

You don’t need another generic finance webinar, you need real strategies from people who’ve actually done it.

That's why we're featuring:

A 7-figure business owner who turned financial chaos into clarity.

Actionable insights and practical steps to implement now.

Live Q&A: get real answers to your toughest financial challenges.

More revenue shouldn’t mean more stress. 

Learn how to scale smarter.

MEET YOUR SPEAKERS

Daniel Klein, PMP, CSP, 6σBB

CEO at Joseph Studios | Owner at Electric Buzz, ImagineNation, and Brass Monkey Labs

Former Army Intelligence Officer turned entrepreneur. Daniel now leads several companies focused on marketing, design, and tech integration.

Joseph Studios helps brands grow through strategic content, PR, SEO, and behavioral insights. Electric Buzz handles paid advertising with a focus on performance & creative. ImagineNation offers flexible graphic design subscriptions for growing brands. Brass Monkey Labs is an AI integration & automation company, helping teams scale operations with smart systems.

All businesses are run using Profit First principles through Relay—keeping operations lean, intentional, and sustainable.

17 years of experience across military, corporate, and agency life. Based in Atlanta. Always open to good ideas and better conversations.

Robyn Meyer

Sr. Account Executive, Relay

Robyn is a key member of Relay's direct acquisition team, specializing in empowering mid-stage businesses to streamline their financial operations. She understands the complexities that come with growth and provides tailored solutions to help business owners achieve greater cash flow visibility and control.

By leveraging Relay’s platform, Robyn helps these businesses make informed decisions and improve profitability, so they can focus on expanding their operations, not their headaches.

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Business Banking Built for Scaling Businesses

Discover how to scale your business beyond $1M with expert insights, real customer stories, and practical tools. Learn how entrepreneurs build sustainable, multi-million dollar companies.

By Dave White
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Relay Financial Technologies, Inc. © 2025

Relay is a financial technology company and is not a bank. Banking services provided by Thread Bank2, Member FDIC. The Relay Visa Debit Card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted. The Relay Visa Credit Card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc and may be used everywhere Visa cards are accepted. FDIC insurance is available for funds on deposit through Thread Bank, Member FDIC. Pass-through insurance coverage is subject to conditions.
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*Terms and conditions apply to the cash back rewards program. Cash back will be credited to your Relay checking account at the end of your 30-day billing cycle. ATM transactions, the purchase of money orders or cash equivalents made with your Relay Visa® Credit Card are not eligible for cash back. Please refer to the Visa® Signature Rewards Program Terms & Conditions for more details.

1 The interest rates and annual percentage yield on your account are accurate as of 03/28/25 and are variable and subject to change based on the target range of the Federal Funds rate. 

For customers with accounts opened before 01/01/25 or after 03/28/25, APY will vary between 1.03%-3.03% depending on the savings balances held:

  • When your savings account balance is less than $50,000, the interest rate on your savings account is 1.02% with an APY of 1.03%
  • When your savings account balance is between $50,000 and $250,000, the interest rate on your savings account is 1.50% with an APY of 1.51%
  • When your savings account balance is between $250,000 and $1,000,000, the interest rate on your savings account is 2.01% with an APY of 2.03%
  • When your savings account balance is more than $1,000,000, the interest rate on your savings account is 2.99% with an APY of 3.03%

For customers with accounts opened between 01/01/25 and 03/28/25, APY will vary between 1.75%-3.76% depending on monthly average account balance: 

  • When your monthly average account balance is under $10,000, the interest rate on your savings accounts is 1.73% with an APY of 1.75%. 
  • When your monthly average account balance is between $10,000 and $50,000, the interest rate on your savings accounts is 2.72% with an APY of 2.75%.
  • When your monthly average account balance is above $50,000, the interest rate on your savings accounts is 3.70% with an APY of 3.76%.

2 Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure/ and a list of program banks at https://thread.bank/program-banks/. Please contact customerservice@thread.bank with questions on the sweep program. Pass-through insurance coverage is subject to conditions.

Payment services (non banking/checking accounts or services) are provided by The Currency Cloud Limited. Registered in England No. 06323311. Registered Office: The Steward Building 1st Floor, 12 Steward Street London E1 6FQ. The Currency Cloud Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199).

Payment services in the United States are provided by Visa Global Services Inc. (VGSI), a licensed money transmitter (NMLS ID 181032) in the states listed here. VGSI is licensed as a money transmitter by the New York Department of Financial Services. Mailing address: 900 Metro Center Blvd, Mailstop 1Z, Foster City, CA 94404. VGSI is also a registered Money Services Business (“MSB”) with FinCEN and a registered Foreign MSB with FINTRAC. For live customer support contact VGSI at (888) 733-0041.

3 Please note that funds relating to Currencycloud's services are not FDIC insured or protected by the Visa Zero liability protection policy. In regards to Currencycloud's services when funds are posted to your account, e-money is issued in exchange for these funds, by an Electronic Money Institution who we work with, called Currencycloud. In line with regulatory requirements, Currencycloud safeguards your funds. This means that the money behind the balance you see in your account is held at a reputable bank, and most importantly, is protected for you in the event of Currencycloud’s, or our, insolvency. Currencycloud stops safeguarding your funds when the money has been paid out of your account to your beneficiary’s account.

All testimonials, reviews, opinions or case studies presented on our website may not be indicative of all customers. Results may vary and customers agree to proceed at their own risk.