Running a Business

Running a business presents a unique set of opportunities to enhance your financial wellness.

Build Up Your Business & Financial Wellness

Owning and operating a business is a very rewarding experience and can be extremely beneficial to your financial wellness. However, it is crucial to have a detailed financial plan to ensure success. Check out our tips, tools, and advice on various aspects of running a business and learn how Citadel can help you along your entrepreneurial journey.

The Financial Landscape of Entrepreneurship


Running A Business

Optimizing Your Financial Wellness as an Entrepreneur

Separate Personal & Business Finances +

Separate Personal & Business Finances +

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.

Build a Budget & Track Expenses +

Build a Budget & Track Expenses +

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.

Set Financial Goals & Milestones +

Set Financial Goals & Milestones +

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.

Integrate Financial Wellness into Your Business Plan

Citadel Can Help Your Business Thrive

Citadel Can Help Your Business Thrive

Citadel offers a full suite of dynamic products and services for businesses in the Greater Philadelphia area that are looking for a better banking experience. Unlike traditional banks, Citadel’s Business Banking is built upon the Credit Union’s not-for-profit status, which allows for a unique level of service and commitment to help build financially strong businesses that directly influence and care for our communities, families, and overall local economic health. Learn more at CitadelBanking.com/business-banking.

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