SUCCEED 20 / 20 BUSINESS VISION PLAN

This plan is intended to guide you and your business from a to z which will create value for your business and make your business lendable for business funding. 

STEP 9 - BUSINESS ACCOUNTS

Now that we have our NAICS and SIC codes and business forms sent off to irs and our employees and contractors, it is time to open up the business bank account.   

BUSINESS BANK AND MERCHANT ACOUNTS

Your business will need to business account along with a merchant account to take credit cards from clients or other businesses.  

1. Do you need a Business Bank Account?

Now it is time to select the bank or credit union of choice for your business account.  Make sure you choose a bank or credit union with no previous relationships. 

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2. Do you need business accounting software?

Every business should have business accounting software to manage all bank accounts and credit cards associated with the business.  This will allow an accounting firm to manage an account your business.  

Get Your Accounting Software

3. Do you need monthly accounting for your business?

Every business needs monthly accounting to get the maximum tax deductions.  This is how you identify the real profits of the business.

ACCOUNT FOR YOUR BUSINESS

Business accounting is one of the most important things in your business.  Without you you don't have a business.  Submit your business bank information below. 

Submit Business Bank Name

Go to Step 10

After submitting your business accounting form with your business bank account selection, accounting software with invoicing capabilities and your monthly accounting firm,

Then Proceed to Step 10

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