For Bookkeepers Contact Us Resources About Us Blog Courses Join the Client Waitlist Login

Join Serena and Rhonda Delaney for a conversation about Relay, Xero and Hubdoc

hubdoc relay software xero Jun 20, 2024

Can your small business afford to miss out on the financial tools that could save you time and money? Join us for an insightful conversation where I break down my top recommendations for small business finance management. I take you through the benefits of using Relay, an online banking platform that supports the Profit First methodology, and show how it seamlessly integrates with popular accounting software like QuickBooks and Xero. Learn why separating your business and personal finances is crucial and how Relay's features can simplify team spending management, providing practical solutions for every small business owner.

Xero or QBO?

Ever wondered which accounting software offers the best control mechanisms? In this episode, we explore the critical importance of audit trails and user access controls by comparing Xero and QuickBooks Online. I share how Xero’s inability to delete transactions enhances security and oversight, making it a preferred choice for security-conscious business owners. I also delve into the advantages of integrating Google Drive, Xero, and HubDoc to streamline your bookkeeping and document management. From setting up these systems quickly to the benefits of outsourcing bookkeeping tasks, this episode is packed with actionable steps to help you stay organized and maintain peace of mind with your small business finances. Tune in and discover how modern tools can transform your financial processes, making your business run smoother and more efficiently.

Full episode on YouTube

Listen on Buzzsprout

Software Mentioned




We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links on our blog. However, our recommendations are based on our own research and expertise, and your trust is our priority.


50% Complete

DIY Bookkeeping Guide

Want to know what you should be doing each month until you're ready for a bookkeeper?