Business Banking

Help clients open and set up professional business banking solutions that match their needs — ensuring financial separation, compliance, and scalability.

✅ Core Service Offerings:

1. Bank Account Selection Guidance

2. Document Preparation Checklist

3. Banking Resolutions & Signature Authorization

4. Referral to Preferred Banking Partners

5. Walkthrough / Setup Assistance

• Guide clients (virtually or in person) through:

  • Online applications

  • Required uploads

  • KYC (Know Your Customer) steps

  • Multi-user access setup

6. Merchant Account / Payment Processor Setup (Add-On)

• Help connect bank account to:

  • PayPal, Stripe, Razorpay, Easebuzz

  • POS systems or ecommerce platforms