Do you still have clients using cash or checks to make purchases? Or maybe you do? If so, you know there has to be a better way! Your clients (and your firm) should be using a corporate card. 

In fact, I have saved you the legwork of looking for the perfect alternative with my Starting Lineup partner Truly Financial. With my Truly Financial corporate card, I am able to grow my business without accumulating debt and my clients can do the same!

What makes Truly Financial different is that they don’t limit the number of options offered to small businesses for corporate credit cards. Most small businesses don’t even qualify for a corporate card because they don’t reach the minimum average daily spending. This severely limits businesses to using debit cards or accumulating debt with credit cards. Or even worse, using their personal credit card for business expenses. 

As you and I know, co-mingling personal and business expenses is bad news, even though racking up those rewards points seems like a great idea at first. Truly Financial offers corporate Visa cards to all small businesses. And when I say all, I mean it! And don’t worry about those minimum daily expenditures, Truly wants to make sure you and your clients are able to grow your business at your own pace. There’s no need to rack up those unwanted charges just to meet a minimum.

The Truly Financial corporate card also pays up to 2.5% cash back rewards for every purchase you make (plus they have an amazing partner program for businesses, too).

Do you or your clients have employees overseas? Truly has you covered with unlimited virtual Visa cards for all U.S. and international employees. Empowering my team has never been easier. Assign spending limits to each employee, get notified whenever the card is used and block or unblock cards at any time. 

There’s no need to worry, either, if the cards are lost or stolen. Cards can be managed all from an app, making business easy on the go! Truly Financial works hard for me because I work hard for my firm and my clients, and they will work hard for you too. Don’t let traditional banks hold you or your clients back from growing into your potential!

Visit Truly Financial today to learn more!

Multiple banks, multiple accounts, and so many credit cards! For many of us (and our clients) it’s difficult to keep track of corporate and personal accounts. That’s why I am so thrilled to have Truly Financial on my team, because they are simplifying banking while totally transforming it at the same time! 

I have included Truly Financial as a Team Brolin Starting Lineup member because it makes the banking process so much simpler for accountants and their clients. Seriously! Truly Financial allows you to have an all-in-one bank account that handles everything from your everyday banking to corporate cards and also enables you to send and receive payments in the United States and anywhere else in the world you choose!

Next up? The Digital Banking Revolution, Led by Truly Financial!

There are so many businesses nowadays that are growing, not just domestically, but internationally as well. There was a need for companies to send and receive payments from anywhere in the world, hassle free and Truly Financial found a solution! You can pay anywhere in the world in your vendor’s currency or in yours as well as get paid easily. 

Truly Financial offers a bank account that pays you cash back for everyday purchases, gives you insight and control over your team’s spending, allows you to send payments without worrying about bank fees, makes international payments feel as easy as domestic ones, and allows you to hold and exchange foreign currencies in your account.

You can choose from several account types that will help you feel like a local business, even when you are operating your business globally. Through their U.S. checking account, companies can receive Automated Clearing House (ACH) and Fedwire payments. You can also send payments to anyone in the U.S. or abroad. The second type of account are Euro and GBP accounts. These can receive and hold funds via SEPA and local clearing. The final kind of account is the Multi-currency account. This account allows users to receive or send wires in 32 different currencies.

Truly Financial Makes the World of International Banking More Friendly While Moving Faster

International transactions can take a long time to process, up to two weeks. In the meantime, there is no transparency on what is happening, goods are being held up, and there is a lot of back and forth to feel comfortable. Truly Financial makes sure you know where you are, every step of the way during a transaction. 

It’s no secret that international transactions can be complicated and expensive. You can sometimes lose as much as 5% of the transaction in currency exchange and processing fees. Currency exchange is forced at the time of transaction, not when it is convenient for you. With Truly Financial, you can send one-day payments to any of the 40+ countries in their Express network, send wire transfers to almost any country in USD or 32 supported currencies. If your supplier also uses Truly Financial, they can receive your payment instantly!

Purchasing Power is in Your Hands with Truly Financial, Too!

Purchasing has never been easier with Truly Financial’s corporate Visa cards with inbuilt spend controls. It is easy to assign spending limits for each employee and be notified whenever the card is used. Expense cards are safe and secure because they can be blocked or unblocked at any time, there is no need to worry if they get lost or stolen. Separate virtual Visa cards can be used for each vendor or subscription payments so you never have to deal with unexpected charges again.

The Truly Financial corporate Visa card give your business cash back on every single purchase, thus reducing your cost of purchases and helping you put money back into the business.

To sum it up? Truly Financial is perfect for any small business, and any accounting firm. Plus their partner program is second to none! Truly Financial was developed to give small businesses access to banking services that have traditionally been available only to larger enterprises. To learn more about Truly Financial, visit them on the web at trulyfinancial.com, or get started as a partner right away by signing up here.

Veem Make Every Day National Privacy Day for Online Payments

January 24, 2022

Did you know? This Friday, January 28, is National Privacy Day! Seeing as this international celebration is dedicated to the education and promotion of privacy and data protection best practices, I figured we could celebrate by looking at one of the safest platforms in the payments industry. 

When it comes to online transactions (even international ones), Veem makes them safer, more affordable, and faster than sending traditional banking transactions. It’s all backed by Veem’s six layers of security, check these out if you are looking for the best security possible for online payments for you and your clients (and we all are, right?):

Veem uses Two-Factor-Authentication (2FA)

2FA adds an extra layer of protection to your account by making you authorize your login from an email or another device. This adds assurance that no one is able to hack into accounts, and if they try, you or your client are notified of an attempted login.

Veem is SOC 2 Certified

Now you might be thinking, what the heck is SOC 2? It stands for Service Organization Control 2, which is an internal controls report, capturing how a company will safeguard data and the status on how well those controls are operating. SOC 2 requires Veem to establish and follow strict information security policies and procedures, encompassing the security, availability, processing, integrity, and confidentiality of customer data.

Veem has a Secure Website

Veem is DigiCert certified. This means that Veem’s website offers the strongest encryption and highest authentication available. All information that is stored, shared, or uploaded on the platform will be encrypted with the highest, most advanced tools available.

Transactions are Monitored

All transactions on the platform are monitored for suspicious behavior. If our DigiCert, 2FA and SOC 2 certifications aren’t enough to make you feel comfortable running transactions, this will. Veem is fully compliant with The Payment Card Industry Data Security Standard. This provides the highest level of Anti Money Laundering assurance in the industry.

Veem is Globally Regulated

Whether you are sending a payment across town or across the world, they will make sure it makes it safely. Registered with the Financial Crimes Enforcement Network, and the US Department of Treasury, Veem is a certified Money Transmitter regulated to send payments in every country it serves.

Identity Verification

Veem has strict identity verification measures for customers. So when you are using any type of card, Veem minimizes risks and ensures that payments are secure and authorized.

I can’t think of a better way to celebrate National Security Day than to share how my Starting Lineup partner, Veem, is keeping online payments secure…no matter where you or your clients do business. Be sure to check out Veem for yourself and talk to their team about how you can better serve your clients by using their streamlined, secure payment solution.

Have a very happy National Privacy Day everyone!

Need a solid success strategy for business clients? QuickBooks Enterprise is the smart solution!

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