Grow My Accounting Practice | Tips For Accountants & Bookkeepers To Grow Their Business

Mary Kate Loftus and Robin Mink: Impressia Bank - Profit First Package

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Synopsis

Show Summary: In this episode of the Grow My Accounting Practice Podcast, we are joined by Mary Kate Loftus, President of Impressia Bank, and Robin Mink, a founding member of its Steering Committee, to discuss the exciting ways Impressia Bank is redefining banking for business owners—especially women entrepreneurs. A newly established digital division of CNB Bank, Impressia Bank offers full-service banking products for both personal and business needs while focusing on innovative solutions to support Profit First Professionals (PFP) and their clients. The discussion highlights how Profit First Professional Erin Green (Trinity Growth Advisors) played a key role in educating the Impressia team about the Profit First cash management methodology. This inspired the development of a Profit First account package, tailored to help entrepreneurs implement and streamline their cash flow allocations. Additionally, Impressia Bank introduced a Multi-Transfer Percentage Tool within their eBanking system to simplify PF