Build Up Your Business & Financial Wellness

Maintaining clear separation between your personal and business finances is crucial for accurate financial tracking and tax purposes. This helps you gain a clear understanding of your business's financial performance and identify areas for improvement. Citadel offers a full suite of dynamic accounts and services that can help you keep your personal life separate from your business.

Creating a detailed budget and diligently tracking your expenses allows you to allocate resources efficiently and identify areas where you can cut back. This proactive approach helps you manage your finances effectively and avoid overspending. Check out our Budgeting Worksheet to help you get started.

Having clear financial goals for your business, such as achieving profitability by a certain date or expanding to a new market, provides a roadmap for your entrepreneurial journey. Setting milestones helps you track progress and stay motivated along the way. Our financial wellness checkup tool in Online & mobile Banking can help you set savings goals, analyze your spending and more. Just login to get started. Or learn how to become a member here.