Bank Smarter: Choosing the Right Accounts for Your Business Goals
Learn which business accounts fit your goals, how to cut hidden fees, and how to build the banking foundation your business needs to manage cash flow, grow, and qualify for future funding.
Tuesday, April 22, 2026 | 2:00 PM - 3:00 PM ET
A free expert panel for small business owners
Walk in frustrated with fees or unsure whether your accounts support your growth goals. Walk out with a clear plan for a banking setup that cuts costs now and positions you for the funding you'll need next.
What you'll walk away with
Cut costs and reduce complexity
How to identify hidden fees, negotiate better terms, and eliminate unnecessary charges
Which digital banking features genuinely save time and money — and which ones add complexity without value
How to structure accounts and automate systems that keep working capital accessible while maximizing interest
Position yourself for growth
The real differences between business checking, savings, money market, and merchant accounts — and which combinations fit your model
The banking behaviors and account history that strengthen your position when applying for loans, lines of credit, or investor funding
When and how to upgrade your banking setup as your revenue grows, your team expands, or your funding needs change
Who this is for
Small business owners and solopreneurs who:
Are still running business transactions through personal accounts
Have basic business accounts but aren't sure they're the right fit
Are planning to seek funding in the next 12–24 months and need banking infrastructure that can support it
Your expert panel
Latasha Randle — Strategy and Small Business Program Manager, Block Advisors by H&R Block With 23 years at H&R Block across field and corporate leadership, Latasha designs programs that help Tax Advisors serve small business clients at every stage. She brings her own entrepreneurial experience to everything she builds.
Leslie Welsh — Certified Public Accountant Leslie has 25+ years in public accounting specializing in tax planning for small businesses and high-net-worth individuals, including direct IRS representation. She also serves as VP of Women Business Owners of North Florida.
Charese Chambers — Small Business CFO Strategist and founder, Financial Fancy LLC Charese helps entrepreneurs build profitable, compliant businesses through financial systems, tax strategy, and scalable infrastructure. She has helped over 10,000 entrepreneurs secure more than $8.2 million in funding.
1 hour — 45-minute expert panel discussion + 15-minute live Q&A
Space is limited.
Join us April 22 at 2:00 PM ET for a free one-hour panel and walk away with a banking setup built for where you're going.
April 22 | 2:00 PM ET | Free on Zoom