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SEPARATING YOUR BUSINESS AND PERSONAL FINANCE

Lesson 2: Setting up business accounts

This lesson will help you get the right business accounts set up. Step 1 discusses your business setup, which you need to know in order to set up a business account. Step 2 describes the different types of accounts available and helps you choose the right ones for your business. Step 3 helps you research and choose the right bank to open your account.

Step 1 (5 minutes)

Step 2 (18 minutes)

Step 3 (8 minutes)

Worksheet: Account Planning

Download a worksheet to use in Steps 2 & 3.

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DISCLAIMER
Dunathan Consulting, LLC, does not provide legal or tax advice to its clients. Andrea Dunathan is not a lawyer or CPA. Nothing in this presentation should be construed as legal advice or tax advice. You should consult a lawyer or CPA for advice on legal and tax matters. Please do not make any decisions about legal or tax matters based on the information in this presentation.