“For those looking for a partner who delivers exceptional technical work and elevates your business with meaningful guidance, I can't recommend Ryan highly enough.”
- Kyle, Founder and Fiduciary at Long Planning, LLC
Read the full review below.
Case Studies
Client Newsletters
A financial advisor came to Relay because his newsletter felt generic, impersonal, and out of step with his branding image.
Relay replaced it with a custom newsletter written in his voice and aligned with his business. Client feedback was very positive on the switch.
Relay also introduced repeatable sections like “Client Question,” which turns client concerns into useful content.
Tax Season Support
A CPA came to Relay during busy season because he was spending a ton of time inputting tax return data, taking time away from client work, family, and health.
Relay entered tax data within his existing prep software, quickly and accurately. Each return was organized in a shared tracker from received to review-ready.
The result was a smoother tax season, more predictable progress, and more time back outside of work.
CRM Cleanup
A financial advisor came to Relay with a disorganized Wealthbox CRM that had inconsistent client data, incomplete fields, and outdated workflows.
Relay cleaned and standardized the system by creating key fields, removing clutter, and simplifying the structure so it was easier to trust and use day to day.
Relay also set up a RightCapital integration to keep core client data aligned across tools and reduce manual follow-up work.
What Clients Say
“After working with him for over a year, I highly recommend Relay (Ryan). Ryan has been instrumental in bringing more clarity and stability to my business. His support goes far beyond tax return preparation and data entry. He has, in fact, become a trusted strategic partner for my financial planning/cpa firm.
As a solo firm owner, it’s incredibly helpful to have someone I can trust to bounce ideas off, talk through client challenges, and think through new opportunities. Ryan consistently brings thoughtful insight, professionalism, and a calm, practical approach to every conversation.
Before finding Relay, I met with several virtual-assistant and back-office companies geared toward financial advisors. Many required steep upfront costs and long-term commitments, with little visibility into who I’d actually be working with. Ryan was the complete opposite: transparent, easy to work with, and genuinely invested in helping my practice succeed.
For those looking for a partner who delivers exceptional technical work and elevates your business with meaningful guidance, I can't recommend Ryan highly enough.”
- Kyle at Long Planning, LLC
