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Writer's pictureTracy V. Allen

6 Business Bank Accounts Every Small Business Owner Needs


6 Business Bank Accounts Every Small Business Owner Needs

Having separate business bank accounts is important for small business owners because it helps to keep personal and business finances separate. This can make it easier to track and manage expenses, prepare for tax season, and make informed financial decisions for the business.


Additionally, having multiple business bank accounts can be beneficial for a number of reasons. For example, having a separate account for processing sales and accepting payments can help to clearly track incoming revenue. Another separate account for paying employee salaries and benefits can simplify the payroll process.


By setting aside funds in separate accounts for specific purposes, small business owners can better track their financial progress and make more informed decisions about the growth and management of their business.


Merchant / Income Account

A merchant or income account is a business bank account that is specifically designed for processing sales and accepting payments from customers. This account is typically linked to a payment processor, such as a point-of-sale system or an online shopping cart, and is used to deposit funds from sales transactions.


Having a separate account for processing sales can help small business owners to keep track of incoming revenue and better understand the financial health of their business. By clearly tracking all sales income in one place, small business owners can more easily see how much money is coming into the business and make informed decisions about how to use those funds. In addition, having a separate account for accepting payments can make it easier to manage cash flow and plan for the future growth and success of the business.


It is not necessary to set aside a specific percentage of your income in a merchant or income account. This type of account is typically used for depositing funds from sales transactions, and the amount deposited will depend on the volume and value of the sales that your business is making. It is important to regularly monitor the balance of your merchant or income account and ensure that it is sufficient to cover any expenses or obligations that are associated with your sales activities.


For example, if you are using a merchant account to process credit card transactions, you may need to have enough funds available to cover any credit card processing fees or chargebacks that may occur. Additionally, you may need to set aside a portion of the funds in your merchant account to cover any taxes or other expenses that are associated with your sales.


However, the exact percentage of your income that you should set aside will depend on your specific business needs and financial situation. It is a good idea to consult with a financial advisor or accountant to determine the best approach for your business.


Tax Reserve Account

A tax reserve account is a business bank account that is specifically designed for setting aside funds for paying taxes. Small business owners are responsible for paying various types of taxes, including income taxes, sales taxes, and payroll taxes. Having a separate account for paying taxes can help small business owners stay organized and avoid the last-minute scramble to come up with the necessary funds. By setting aside a portion of their income in a tax reserve account, small business owners can ensure that they have the money they need to pay their taxes on time and avoid penalties or interest charges. Additionally, having a tax reserve account can help small business owners to better track their tax expenses and make informed financial decisions about how to allocate their resources.


The percentage of your income that you should set aside in a tax reserve account will depend on various factors, including your business's financial situation, the type of taxes you are required to pay, and any tax planning strategies you have in place. It is generally a good idea to set aside a portion of your income in a tax reserve account on a regular basis, such as monthly or quarterly.


In general, it is recommended that small business owners set aside between 20% and 30% of their income for paying taxes. This can help to ensure that there is enough money available to cover all tax obligations when they are due. However, it is important to note that this is just a general guideline, and you should consult with a tax professional to determine the best approach for your specific business. They can help you to calculate the appropriate percentage to set aside and advise you on any tax planning strategies that may be available to you.


Payroll Account

A payroll account is a business bank account that is specifically designed for keeping track of employee salaries and benefits. By having a separate account for payroll expenses, small business owners can more easily track and manage the funds that are used to pay their employees. This can be especially helpful if the business has a large number of employees or if it offers a variety of different benefits.


Using a payroll account can also help to simplify the payroll process. Small business owners can set up automatic payments from the account to ensure that employees are paid on time, and they can use the account to track payroll expenses for budgeting and tax purposes.


It is not necessary to set aside a specific percentage of your income in a payroll account. The amount that you will need to deposit into the account will depend on the number and types of employees that you have, as well as the salaries and benefits that you offer. It is a good idea to consult with a financial advisor or accountant to determine the best approach for your business. They can help you to calculate the appropriate amount to set aside for payroll expenses and advise you on any strategies that may be available to help you manage these expenses more effectively.


Profit Account

A profit account is a business bank account that is specifically designed for setting aside funds that will be used to reinvest in the business or plan for future growth and expansion. This account can be used to save money that has been earned by the business but is not needed for immediate expenses. By setting aside a portion of their profits in a separate account, small business owners can build a financial cushion that can be used to invest in new equipment, hire additional staff, or expand into new markets.


Having a profit account can also be a useful tool for budgeting and financial planning. Small business owners can use the account to track their profits and make informed decisions about how to allocate those funds. For example, they may choose to reinvest a portion of their profits in marketing and advertising efforts to drive growth, or they may decide to save the funds for a future expansion or to weather any unexpected financial challenges that may arise.


The percentage of your income that you should set aside in a profit account will depend on your specific business needs and financial goals. It is a good idea to consult with a financial advisor or accountant to determine the best approach for your business. They can help you to create a financial plan that takes into account your short-term and long-term goals and advises you on the best strategies for achieving those goals.


Expense Account

An expense account is a business bank account that is specifically designed for keeping track of the various expenses that a business incurs. These expenses can include things like rent, utilities, supplies, and other operational costs. By having a separate account for business expenses, small business owners can more easily track and manage their spending and ensure that they have the funds they need to keep their business running smoothly.


Using an expense account can be especially helpful for budgeting and financial planning purposes. Small business owners can use the account to track their spending and compare it to their income, which can help them to identify areas where they may be overspending or underperforming. This can be useful for making informed decisions about how to allocate resources and improve the financial performance of the business.

It is not necessary to set aside a specific percentage of your income in an expense account.


The amount that you will need to deposit into the account will depend on the nature and volume of your business expenses. It is a good idea to consult with a financial advisor or accountant to determine the best approach for your business. They can help you to calculate the appropriate amount to set aside for expenses and advise you on any strategies that may be available to help you manage these expenses more effectively.


Marketing & Growth Account

A marketing and growth account is a business bank account that is specifically designed for setting aside funds that will be used to invest in marketing and advertising efforts. These efforts can include things like social media campaigns, email marketing, content marketing, and other strategies that are designed to attract new customers and drive growth. By having a separate account for marketing and growth expenses, small business owners can more easily track and manage their spending and ensure that they have the funds they need to support their marketing efforts.


Using a marketing and growth account can be especially helpful for businesses that are looking to expand or enter new markets. By setting aside funds specifically for marketing and advertising efforts, small business owners can invest in strategies that will help to increase their visibility and reach new customers. This can be a crucial step in driving growth and ensuring the long-term success of the business.


The percentage of your income that you should set aside in a marketing and growth account will depend on your specific business needs and financial goals. It is a good idea to consult with a financial advisor or accountant to determine the best approach for your business. They can help you to create a financial plan that takes into account your marketing and growth objectives and advises you on the best strategies for achieving those goals.


Having separate business bank accounts is an important consideration for small business owners. By keeping personal and business finances separate, small business owners can more easily track and manage their financial affairs and make informed decisions about the growth and management of their business. Having multiple business bank accounts can also be beneficial, as it allows small business owners to set aside funds for specific purposes and better track their financial progress.


It is important for small business owners to assess their financial needs and determine which business bank accounts are appropriate for their business. This may involve setting up a merchant or income account for processing sales and accepting payments, a tax reserve account for paying taxes, a payroll account for paying employee salaries and benefits, a profit account for saving money for future growth, an expense account for tracking business expenses, and a marketing and growth account for investing in marketing and advertising efforts.


By taking the time to set up the right business bank accounts, small business owners can better manage their financial affairs and position their businesses for success.


If you have any questions or need help setting up your business bank accounts, don't hesitate to reach out to us. We're here to help small businesses succeed!


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