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Small Business Banking Options: Tips from Xero Advisors

Video learning



Learning objectives

Jay Kimelman, CPA CIPT, from Digital CPA and Amanda Aguillard, CPA, from Aguillard Accounting review the merits of a banking partner. Figure out which bank better suits the needs for your small business clients. And why are direct bank feeds so important in gathering secure, reliable data.

Course outline

    • Choosing the right bank
    • Common challenges
    • Explain the notion of bank feeds
    • Compare features
    • Understand SB Lending Options
    • How to get started

Pre-course preparations

There is no pre-course preparation required.

Topics covered

  • Bank

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