[ Free Download ] How to Choose a Bank Checklist

How to choose a bank

Make the right choice with this checklist

How to choose a bank checklist download chris hervochon

Welcome to the first step in the entrepreneur's journey

Setting up dedicated business bank and credit card accounts is one of the first steps to starting on your entrepreneurial journey.

In fact, one of the most common mistakes we see entrepreneurs make is they often co-mingle business and personal funds. Co-mingling almost always leads to some sort of disaster - trust me. If you're just getting started, this checklist is for you.

On the other hand, if you've been operating your business for a while you know how important it is to have a bank that you trust and which fits your operational needs. If you're thinking about making a switch, but you're not sure you're covering all the bases - this checklist is also for you.

Why do I need to fill out this form?

I keep your personal information safe. I ask for your information in exchange for a valuable resource in order to

(a) improve your browsing experience by personalizing betterwaycpa.com to your needs;

(b) send information to you that we think may be of interest to you by email or other means;

(c) send you marketing communications that we think may be of value to you. You can read more about our privacy policy here.

What's the catch?

There is none! I promise not to spam you and not to share your information. It’s my pleasure to share a free resource that you’ll find useful. Keep Chris Hervochon in mind the next time you have a question about accounting or other financial matters.

Download the Checklist!

Scroll to Top