PF+Friendly+Bank+List
The document provides a curated list of banks and credit unions across the United States that are identified as compatible with the Profit First cash‑flow management system. The list is organized into three geographic sections—East Coast, Midwest, and West Coast—each containing a mixture of national, regional, and community institutions. A recurring disclaimer notes that compatibility with specific accounting software, fee structures, and minimum balance requirements can vary by branch, urging users to verify details with each institution. An asterisk highlights Relay Bank as a national online bank that has an explicit partnership with Profit First. The resource serves as a practical reference for business owners seeking banking partners that align with the Profit First methodology.
Topics
Purpose and Scope: Profit First Friendly Bank Directory
Introduces the document as a reference list of banks compatible with the Profit First system, outlining its intended audience and utility.
Regional Categorization of Banks (East Coast, Midwest, West Coast)
Organizes the bank and credit union names into three geographic sections, providing a clear regional breakdown for users.
Key Considerations and Caveats for Bank Selection
Emphasizes that branch compatibility with software, fees, and minimum balances varies, and advises users to confirm requirements with each institution before committing.
Highlight: Relay Bank’s Official Partnership with Profit First
Notes that Relay Bank is a national online bank that has partnered directly with Profit First, distinguishing it from other listed institutions.