🏦 How to Choose the Best Business Bank | Full Send CFO

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📢 Choosing the right business bank is more than just convenience—it’s about optimizing cash flow, fees, and growth potential. In this episode, we cover:

✔️ The biggest mistakes business owners make when selecting a bank
✔️ Key factors CFOs consider when choosing a banking partner
✔️ Best banking options for small and growing businesses
✔️ How to avoid hidden fees and cash flow issues

⏱️ Chapters

00:00 - Introduction: Why Choosing the Right Bank Matters
00:44 - The Mistake of Googling “Best Business Bank”
01:25 - Different Types of Business Banks & Their Pros/Cons
02:00 - Key Criteria for Choosing the Right Bank
02:47 - The Importance of Customer Service & Relationship Banking
04:08 - Access to Capital & Business Financing Options
04:40 - FDIC Insurance, Security, & Fraud Protection Considerations
05:16 - Best Business Banking Options (Mercury, Relay, Brex, Chase, etc.)
07:06 - Final Thoughts: Building a Banking Strategy for Long-Term Success

Key Takeaways:

✔️ Don’t rely on affiliate rankings—they prioritize commissions over real needs.
✔️ Choose based on business needs—transaction volume, integration, fees & access to capital.
✔️ Neo banks offer great UI & low fees, but ensure you have a relationship contact.
✔️ Spread funds across multiple banks for operational efficiency & cash security.
✔️ Regularly review fees & transfer times—slow money movement can hurt growth.

📢 What’s your biggest frustration with business banking? Comment below!

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#BusinessBanking #FullSendCFO #CashFlowManagement #FinanceTips #Entrepreneurship

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Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
Data Podcast: Data Fuel

Financial statements aren’t just for tax season—they’re the roadmap to smarter business decisions. In this episode of Full Send CFO, we break down how your P&L, balance sheet, and cash flow statement provide critical insights that drive growth, profitability, and strategic moves. Learn how to read between the numbers and use financial statements as a tool, not just a report.

In this episode, we cover:

• How each financial statement tells a different part of your business story
• The key metrics and trends that indicate business health
• Why cash flow insights are more important than profit alone
• How CFOs use financial data to steer decision-making
• Avoiding common mistakes when analyzing financials

Fast, focused, and built for business owners—subscribe to Full Send CFO and snap your finances into shape!

Thanks for listening! Come Say Hi!

Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
Data Podcast: Data Fuel