The Perfect Banking Setup for your Small Businesses

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If you’re still using one bank account for everything, you’re making your business harder than it needs to be.

In this video, I break down the best small business banking setup — how to use a traditional bank for loans and cash deposits, while using an online business bank like Relay to organize your money for taxes, payroll, savings, and day-to-day expenses.

✅ Why relationships with traditional banks still matter
✅ How digital banking makes operations faster + cleaner
✅ How to create separate accounts for taxes, payroll, and projects
✅ How to give your team cards with spending limits (without losing control)

This “two-bank” system makes bookkeeping simpler, reduces mistakes, and helps your business stay organized as you grow.

If you want help setting up this system or opening an account, I’m happy to walk you through it.

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