The Financial Accounts Setup Guide Every Small Business Needs {FREE Download}
Do you have business and personal transactions co-mingling between your bank accounts?
Are you looking for business credit and lending options but feeling unsure about where to start?
Do you have good intentions to reconcile your books regularly but find yourself scrambling at tax time (or unconfident your current bookkeeper is doing this well for you)?
Do you want to make sure the structure of your business’s financial accounts are set up well, following best practices?
If you answered “YES!” in response to any of these questions, then keep scrolling.
You’re not alone. Many small businesses struggle to keep their finances in order. We get it. You’re busy! But if you don’t prioritize your financial organization, at some point, it’s going to catch up with you, and it can lead to some seriously costly mistakes… messy, inaccurate books, cash flow problems, tax audits, unexpected fees, STRESS… sound familiar?
Our Financial Accounts Setup Guide for Small Businesses is here to simplify and clarify what to do.
This guide gives you specific steps to take and offers important factors to consider to help you get your business financial organization set up intentionally, giving you confidence and peace of mind. You’ll learn how to organize your business finances which sets you up to save money, avoid costly mistakes and some serious headaches, and make more informed business decision-making.
So, who is this guide for?
It’s perfect for:
New business owners setting up their first financial accounts
Existing small businesses seeking better financial structure
Entrepreneurs looking to separate personal and business finances for legal and tax purposes
By walking through the essentials – such as opening multiple checking accounts, setting up savings for emergencies and taxes, and building credit – you’ll create a system that supports you and your business’s growth.
The best part? It’s actionable.
We’ll tell you which accounts to prioritize, how to make strategic transfers to plan ahead for various expenses, and even recommend our favorite tools and banks for small businesses. No more guesswork or financial headaches – just a clear plan to keep your business on track.
Next Steps
Ready to set your small business up for financial success?
Download The Financial Accounts Setup Guide: Click the button below to get the guide and take the first step toward a sound financial plan.
Get Expert Help: Schedule a free initial consultation with Lane Hoffbeck, Small Business Finance & Strategy Consultant, to discuss your unique business needs.
Access More Resources: Check out our bookkeeping and CFO services packages and finance-related blogs for more information, advice, and insights about our approach to small business finances.
Remember, your finances don’t scare us.
Here’s to judgement-free finances,
Lane
P.S. Did you know we provide bookkeeping and CFO services for small businesses? Click here to schedule a call with me to get personalized finance help for your business.💥
More soon,
Lane
CONSULTANT + PARTNER
P.S.S.
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