8/18/25

Start Smart: Setting Up Your Finances

Starting a business is exciting — but if you don’t set up your finances properly, things can get messy fast. In this video, I’ll walk you through 5 simple steps to build a strong financial foundation for your business:

✅ Separate your business and personal money
✅ Choose a bookkeeping system that works for you
✅ Track income, expenses, and profit
✅ Save consistently for taxes
✅ Pay yourself the right way


💡 Whether you’re a brand-new entrepreneur or ready to clean up your money systems, this training will help you stay organized, tax-ready, and confident in your business finances.

Don’t forget you can always find your bookkeeping templates in our resource library

🏦 Recommended Bank for Small Business Owners: Relay Bank

I always recommend Relay Bank because it’s designed for entrepreneurs:
✨ No account fees, overdraft fees, or minimum balances
✨ Up to 20 checking accounts + 2 savings accounts with 1–3% APY
✨ 50 virtual or physical Visa® debit cards
✨ Direct sync with QuickBooks Online & Xero
✨ Ultra-detailed transaction data for faster reconciliation
✨ Secure client access with your own login

👉 Open your free Relay account here: https://app.relayfi.com/register?referralcode=budgetbee

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