6 Project Management Software for Small Businesses in 2023

A project management software for small businesses on display on a computer screen

Project management software contains a unique combination of tools to help teams stay organized and on top of deliverables. Finding the ideal platform, however, is no easy task. In this article, we researched the best project management software for small businesses to help facilitate your decision.

Benefits of Using Project Management Software for Small Businesses

It shouldn’t take too much convincing to see the benefits project management software can have on your small business. We’ve captured a few of the top reasons below.

Improved Project Performance and Efficiency

Having a pulse on each of your employee’s workloads allows you to see how each member handles certain tasks and where they perform the best. It will also become apparent when someone is overburdened or simply in over their head. Through careful consideration, you can shift people into more appropriate roles and boost a project’s overall efficiency.

Better Collaboration and Communication

Keeping all your information in one place facilitates teamwork and communication among peers. Instead of random emails floating endlessly through cyberspace, your team can view changes as they happen and reference dialogue down the road. If a user has a question along the way, dropping a note in a chat allows others to offer clarity immediately.

Most project management software allows task and subtask creation, so each member can see precisely what they need to work on and when. When documents are involved, most platforms offer digital storage to attach files directly to open projects.

Real-Time Project Visibility

Project management software allows you to lay out every aspect of your project from start to finish. Subtasks feed into tasks that must be completed for the overall project to wrap up on time. With this approach, it becomes quickly apparent when someone drops the ball or a task falls behind.

Issues will always inadvertently appear, and viewing projects in real time also lets you make modifications when necessary. When labor shortages delay a delivery by a few weeks, you can slide tasks down to compensate.

Better Budget Management

Since project management software allows you to see the whole picture, you also get a bird’s eye view of finances. Most platforms feature custom templates and fields for your tasks, enabling you to add budgetary estimates for tasks right into the app.

As timelines stretch or costs shift, you can manage your budget to make sure you’re still within a safe threshold. With your entire team’s project load at your fingertips, you can also track how much each user is costing you based on workload and how quickly they’re finishing tasks.

Improved Decision Making

Up-to-the-minute reporting tools spit out how your team utilizes resources, ways your scope is shifting, and how close you are to your original project plan. You can run detailed reports with just a few clicks to keep you in the loop without taking up all your time.

Through these reports, you can strategically decide to cut a feature or shift a deadline as projects stall or budgets soar. With collaborative tools, you can bring in your top advisors to share in the decision-making process without having to jump through hoops.

Reduced Costs and Delays

Painting a clear picture of open tasks and project status helps eliminate redundant work and streamline deliverables. Sticking to the script can keep costs down and increase the likelihood of completing objectives correctly the first time.

Maintaining a clear schedule puts everyone on the same page when it comes to deadlines and milestones. Assigning due dates for each task and subtask can keep projects on track and keep delays from creeping in.

Scalability

Project management platforms are designed to grow with your business as you need to introduce more features. Small businesses can start with free versions most companies provide and dive into paid plans offering automation, more views, or integrations when the time is right. Higher-tier options may require a certain number of members before you can move up.

Best Project Management Software for Small Businesses

Monday.com – Best Overall
ClickUp – Best for Flexible Views
Asana – Best Free Option
Wrike – Best for Remote Teams
Zoho Projects – Best for Collaboration
Trello – Best for Kanban Boards

Our Methodology

As we put together our list of the best project management software for small businesses, we look foremost to pricing and the availability of a free version to get started. We also studied available collaborative tools and customization options your team can use to make the software your own. Finally, we assessed integrations with other popular apps to help save time and money.

Click here for a more detailed description of our methodology.

Monday.com

$8 to $16/month per user

Yes, up to two seats

Assign tasks to individuals, track progress, centralized communication

200+ templates, multiple views, dashboards, over 20 column types

Outlook, Slack, Google, Dropbodecisionsand more

ClickUp

$5 to $19/month per user

Yes, up to five spaces

Collaborative docs, whiteboards, real-time chat

11 ways to view tasks, dashboard design, widgets

GitHub, Slack, Google Drive, Discord, YouTube, and more

Asana

$10.99 to $24.99/month per user

Yes, up to 15 teammates

In-project chats, team tracking, share files

Unlimited dashboards, custom fields, task templates

Slack, Salesforce, Microsoft Teams, Vimeo, and more

Wrike

$9.80 to $24.80/month per user

Yes, unlimited members

Centralized conversations, shared workspaces, in-project chat

Organize requests, configurable views, templates, API

Google suite, Salesforce, OneDrive, Zoom, and more

Zoho Projects

$5 to $10/month per user

Yes, up to 3 users

Chat boxes, feeds, user forum, share documents

Custom project status, layouts, functions, views

Other Zoho tools, Google, Microsoft, Zendesk, and more

Trello

$5 to $17.50/month per user

Yes, unlimited members

Kanban boards, file storage, activity logs

Plugins for personalization, workspace automations, customizable boards and backgrounds

Slack, Jira, Dropbox, Google Drive, Miro, and more

Monday.com: Best Overall Project Management Software for Small Businesses

$8 to $16/month per user

★★★★★

4.8

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Monday.com Review

As you work with your team, Monday.com lets you assign tasks with ease and create a customized layout from over 200 templates where you can track project progress. A free plan for up to two people makes it a great option for startups until you’ve generated some income of your own. As your business grows, it’s possible to test new features for free before paying the modest price increases to unlock them.

Why we chose it: Monday.com’s flexible interface, customizable setup, and long list of integrations make it the best overall project management software for small businesses.

Long list of integrations
Several customizable options
Free plan available

Free plan lacks features
Lacks some reporting tools
No phone support

Pricing

You’ll have three paid price tiers to choose from when signing up for Monday.com, from $8 a head up to $16. Accessing a paid plan requires at least three seats and adds more features the higher you go.

Free Version

Monday.com’s free version is a great tool for getting your business feet yet. Up to two team members have access to all the platform’s interface options and 500 MB of storage. There are some limitations on views and the number of items you can create.

Collaboration

Your team can embed documents in projects for shared viewing or use Monday.com’s whiteboard to plan out your next business move. In the river’s seat, it’s possible to track individual progress and see which projects are falling behind. The Standard plan adds Zoom integration to keep conversations all in one place.

Customization

Over 200 unique layouts put you in complete control of your setup. You can also make use of more than 20 column types to build boards your way. The platform starts you off with multiple views, letting you add more as you move up the pricing ladder. Other customizable options include automations and unlimited seats past the free trial.

Integrations

Monday.com is likely friends with the other business management tools you already use. You can sync your Google Calendar, import and export Excel files, and attach files from your Dropbox account. These apps just scrape the surface of what Monday.com can assimilate with.

ClickUp: Best Project Management Software for Small Businesses With Flexible Views

$5 to $19/month per user

★★★★★

4.7

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ClickUp Review

ClickUp is all about project management views, even giving free users a shot at Gantts and Timelines that other platforms charge for. You can bring up to five team members into the free version, and each has full access to chat features and file sharing. Customization tools run deep, but making the most of ClickUp’s complicated interface and advanced features will take some work.

Why we chose it: ClickUp’s many views and all-encompassing platform put it near the top of our favorite project management tools.

Several available views
Several integrations available
Deep customization tools

Complicated interface
Mobile app lacks functionality
Learning curve for advanced features

Pricing

Pricing tiers start at $5 monthly per user and climb as high as $19 for the highest assortment of features. Plans differ the most around available views and collaboration tools. An enterprise plan for large teams is the only spot to access everything ClickUp has to offer.

Free Version

The free forever version hands your business up to five seats to use as you see fit. It throws a handful of unlimited views your way while giving you a taste of Gantt, Workload, and Timeline options for a limited time. Many collaborative tools and integrations are not available.

Collaboration

Depending on your price tier, ClickUp may limit how much you can share in a collaborative setting. You’ll have to reach the Business level before building custom teams or publicly sharing all your files. At any point, your team can take advantage of chats, in-app video recording, and whiteboards for brainstorming.

Customization

No matter the project management view you fancy the most, ClickUp probably has it. The platform also lets you build in custom statuses, a limited number of automations, and widgets to arrange your dashboard. The moment you start paying for ClickUp, time-tracking widgets and billable reports become available.

Integrations

More than 50 native integrations await you when you join ClickUp as a free member. Some of the most popular apps you can connect with are GitHub, Slack, Zapier, and Google Drive for creating a seamless workspace. In all, ClickUp integrates with more than 1000 apps for your business needs. Unfortunately, most of them remain behind paid tiers.

Asana: Best Free Project Management Software for Small Businesses

$10.99 to $24.99/month per user

★★★★★

4.6

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Asana Review

Asana offers an excellent free version with unlimited access to tasks and projects. The software doesn’t have storage limits at any tier, enabling you to keep all documents of your choosing in one strategic location. There’s plenty of wiggle room to customize the sleek interface to your liking. Features grow significantly when you start paying for the service, but Asana’s price points are a bit high.

Why we chose it: Unlimited tasks, projects, and activities for up to 15 users make Asana the best free project management software option out there.

Excellent free version
Crisp, clear user interface
Unlimited storage

Pricey at higher tiers
Limited assignments
Clunky mobile app

Pricing

Be prepared to pay $10.99 per user each month the moment you delve into Asana’s paid service tiers. While the number of features increases significantly, it can be hard for smaller businesses to make the jump. Adding more complex tools, such as advanced reporting and time tracking, push that price point to $24.99.

Free Version

Small businesses will likely join Asana for its free version and stay there indefinitely. As long as your team doesn’t grow beyond 15 users, you’ll have free rein on creating tasks and projects while perusing them using a handful of available views. Rudimentary assignments and unlimited storage only sweeten the pot further.

Collaboration

Alongside unlimited storage for documents and ideas, teams can leave unlimited messages in projects and share feedback with one another. As project lead, you’ll be able to assign tasks to different users within a single project. This complete view of work helps your crew tackle the right tasks at the correct time.

Customization

Asana comes pre-loaded with a range of complex and simple project management software tools to customize your layout. Adjustable fields with priorities help the team keep track of what’s most important at any given time. Users can use automation to create custom rules and eliminate repetitive, mundane tasks.

Integrations

Over 200 apps marry with Asana, sharing information back and forth between them. Slack, Salesforce, and Microsoft Teams are among the most used for communication and building a positive customer experience. It’s also possible to link up Microsoft Office files and tools like Adobe Creative Cloud to create fabulous designs.

Wrike: Best Project Management Software for Small Businesses With Remote Teams

$9.80 to $24.80/month per user

★★★★★

4.5

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Wrike Review

Stellar team collaborative tools put Wrike firmly in the spotlight. Unlimited members, even in the free plan, make the software a suitable choice for consultants who bring on new clients all the time. The user-friendly dashboard may come across as a bit drab, but it gets the job done with easy navigation and scheduling. Paid tiers provide access to Wrike’s comprehensive workflow automation and resource management tools that are second to none.

Why we chose it: Wrike’s work schedule management and email integration help remote teams stay connected and on task.

Excellent team collaboration tools
User-friendly dashboard
Automated workflows

Limited views in free version
Expensive advanced plans
Not beginner-friendly

Pricing

Expect to shell out a pretty penny when moving to Wrike’s paid plans. The Team tier for $9.80 per user monthly is suitable for up to 25 users and eliminates limits on projects and tasks. A considerable price jump to Business at $24.80 per user adds in automations, unlimited dashboards, and reporting. If you need more storage or security, Enterprise and Pinnacle plans may be what you’re after. You’ll have to call Wrike to get quotes.

Free Version

Wrike takes an exotic approach to project management software by offering a free version where you can add as many users as you want. You can build basic tasks and subtasks, but the free plan also incorporates email integration for communicating with remote teams.

Collaboration

Email integration is just the tip of the iceberg for collaborating with fellow members. Users also have the option to centralize conversations with in-project chat. Other perks include shared workspaces for brainstorming and seeing tasks through from start to finish.

Customization

Through Wrike, it’s possible to make use of customized request forms to organize requests by due date, priority, or other metrics that make sense for your team. Customizable libraries and configurable views help track what team members are working on and let you hide irrelevant data to reduce clutter.

Integrations

You can select from 400+ integrations to connect Wrike with other apps you use on a daily basis. Syncing data between software goes one or both ways, so you don’t have to enter information multiple times. Wrike works with sales software like Salesforce and Google’s suite to view documents without having to move from place to place.

Zoho Projects: Best Project Management Software for Small Businesses for Collaboration

$5 to $10/month per user

★★★★★

4.3

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Team dashboards, thorough communication tools, and file sharing capabilities all keep teams focused and aligned on project goals. Anyone using Zoho’s other apps will be happy to see how well they all communicate with each other across an intuitive user interface. Pricing is geared toward budget-conscious small businesses, but Zoho does lack some depth in its features that apps like Monday.com have.

Why we chose it: Zoho Projects brings about the best collaborative features as part of a well-rounded app.

Multiple ways to collaborate
Budget-friendly price points
Clean and intuitive user interface

Lacks depth of features
Weak free plan
Unreliable search function

Pricing

The max you’ll ever pay for Zoho Projects is $10 per head/month with its Enterprise plan. Here you’ll get to play with unlimited projects, 30 templates, and 120 GB of storage space for pertinent documents. The premium plan at $5 per person cuts back on some of these features while mixing in some customization.

Free Version

Zoho’s free plan is for up to three users but is somewhat lacking in functionality. Two projects and limited storage space are enough to get started, but will soon leave you wanting for more. It does include basic Gantt charting and a calendar for tracking deliverables. Luckily, upgrading to one of the paid options doesn’t come with sticker shock.

Collaboration

Every project has a feed where your team can see the latest chatter in real-time at any time. Zoho Projects also doubles as a communication center, allowing users to create personal or group chat rooms. The forum makes it easy to locate old conversations quickly, and you can convert collaborative efforts into pages to keep static information on specifications, new ideas, and more.

Customization

Zoho Projects gives you the power to customize projects as you see fit with the help of templates and tags. This also includes custom fields and views to capture important data no matter what the task may be. It’s up to you to assign statuses for tasks that clarify who’s on time and who needs to play catch up.

Integrations

It should come as no surprise that Zoho Projects works well with other Zoho apps for CRM, invoicing, and more. With over a dozen in total, it makes sense for anyone already using Zoho to keep things in the family. That said, Zoho also links up to Microsoft, Google, file-sharing software, calendars, and more.

Trello: Best Project Management Software for Small Businesses for Kanban Boards

$5 to $17.50/month per user

★★★★★

4.2

Visit

If Kanban boards are your bread and butter, look no further than Trello. The platform’s simple and intuitive approach allows team members to move from place to place with ease, and anyone can put drag-and-drop automations to use. Trello may be missing some Google and Microsoft integrations but makes up for it with a top-notch free plan.

Why we chose it: Trello is the king of Kanban boards, allowing your small business to go from idea to action in moments.

Excellent Kanban board
Simple, intuitive to use
Solid free plan

Missing some Google and Microsoft integrations
Doesn’t scale well
Limited views

Pricing

For $5 per user/month, Trello gives unlimited boards, custom task fields, and up to 1,000 workspace command runs. Moving to the Premium plan at $10 per user unlocks additional views for your team to play with. The Enterprise level starts at $17.50, giving the full gamut of what Trello brings.

Free Version

Trello’s free plan lets you create an unlimited number of cards with unlimited storage and as many users as you need. You can also tap into no-code automations and a number of templates to personalize your view. Assigning tasks is simple, and you can set up two-factor authentication to keep your information safe.

Collaboration

Your team can use Kanban boards to their hearts’ content for collaborating on projects. The software also lets you store a limitless number of documents, increasing the maximum file size as you move to higher tiers. Teams can check activity logs to capture project changes or revisit old ideas.

Customization

All of Trello’s boards are customizable to meet your company’s demands with a large number of templates. Custom fields become available as you start to pay for the service to log specific business needs. You can also set rules to trigger actions so you don’t have to do it yourself.

Integrations

Trello links and syncs with Slack, Jira, GitHub, and more to save time and effort. It’s unfortunately missing connections with Google and Microsoft that many other project management software options have.

Methodology for the Best Project Management Software for Small Businesses

We considered a number of factors when building a list of the best project management software for small businesses. These methodologies took the top spots. Read on to find out why.

Pricing: Product pricing speaks for itself, especially for small businesses without a lot of income. Project management software is an essential tool for any venture, but it does little good if it breaks the bank in the process.
Free Version: Because pricing can be an issue, it was important to locate project management software with free versions companies can use to get started. Free versions may lack features or comprehensive tools but are a great way to get your feet wet before spending any money.
Collaboration: Even if you have just a few employees, they need to be able to communicate ideas and work together to complete tasks. Collaborative tools allow your team to keep communications and documents in one location and everyone on the same page.
Customization: No two businesses are alike, and project management software companies understand this. Customization options let you build the platform of your dreams, down to the ideal layout and the exact information you want to see. It’s also possible to create automations to perform mundane tasks for you, allowing you to focus on more important matters.
Integrations: Your project management software is probably one of many tools you use to get the job done every day. When these programs integrate with each other, they can share information so you don’t have to populate the same information in multiple locations. Teams can also sync calendars and keep communications under one umbrella.

How to Choose the Best Project Management Software for Small Businesses

Ready to pick out the best project management software for your small business? These tips will help you make a decision.

Identify Your Needs

Before you do anything else, lay out exactly what your small business needs from project management software. Are there certain views, charts, or reports you can’t do without? What collaboration tools does your team like to use, and how are they most efficient at their tasks?

Also, make a list of the users who will access the platform every day. Some platforms cap the number of seats you can acquire per tier, and prices can skyrocket if you’re not careful.

Consider how tech-savvy your team is as well. Some apps may go over the heads of less technical teams, while others take a drag-and-drop approach anyone can use.

Take note of the other apps your company uses so you know what your project management software needs to integrate with. These integrations could be anything from email and calendars to document sharing or invoicing software.

Assess Your Budget

With a list of what you’re looking for in hand, come up with an educated guess of how much you can budget each month for software. Project management tools should help your bottom line, not send you so deep into the red that you can’t climb back out.

Many platforms start small businesses off with a free version of their software with limited features and functionality. You may not get everything you’re looking for, but it won’t cost you anything, either.

Research the Available Options

Once you know what your budget can handle, it’s time to research available software options. There are a seemingly endless number of options out there, so we recommend starting with our list above.

Evaluate the Software Against Your Needs

As you create a short list of software options that align with your budget, start evaluating each one against your company’s needs. You may have to make some compromises on a certain feature or integration as you settle in on your top picks. Don’t hesitate to throw options out that simply can’t provide what you’re looking for in the budget you have to work with.

Test the Software

After whittling your list down to a handful of choices, see if you can test the software before making a commitment. Most platforms have a free version, but it’s common to find options with free trials giving you a chance to see everything it has to offer.

Best Project Management Software for Small Businesses Frequently Asked Questions (FAQs)

Want to learn more about the best project management software for small businesses? This FAQ may have the answers you’re looking for.

What are the four main types of project management software?

The four main types of project management software are integrated, individual, collaborative, and cloud-based. Some platforms combine multiple types into one comprehensive package.

Are project management tools safe to use?

Top project management offerings include an assortment of security features to keep your data safe. Encryption and privacy protection are common, and it’s possible to set up logins through two-factor authentication to avoid unauthorized access.

What is the best free project management software?

In our research, we chose Asana as the best free project management software. Even at the free tier, it’s possible to have up to 15 users and create an unlimited number of tasks and projects.

What do I need from a project management software?

Your project management software should allow you to create projects, track time spent on tasks, and analyze workflows at a glance. Going a bit deeper, these tools should interface with other apps you use while remaining budget-friendly to your small business.

Bottom Line

The best project management software for small businesses fuses project tracking, collaboration, and other features to boost your team’s productivity and performance. Keeping everyone on the same page can save your company time and money and help you make important decisions as challenges arise. We found Monday.com to be the best, thanks to a generous free version, customization tools, and a flexible interface. Any one of the project management software options to make our list could be just what your company needs.

March 4, 2023March 4, 2023

6 Best CRM Software for Hospitals and Medical Businesses

Business people looking at a CRM concept on a computer screen

If you are running a hospital or any medical business, your customers’ satisfaction should be your topmost priority.

In order to take care of all the appointment scheduling, billing and customer management needs- creating long-term relationships with patients and providing a great customer experience – you need an efficient CRM software solution.

With more than 10 years of research and testing, we have compiled this list of the best CRM software for hospitals and medical businesses that will help you keep up with all your customers’ demands quickly and make sure they get the best possible service from your organization.

Read on to find out more about the best healthcare CRM software for hospitals and medical businesses!

Quick View on the Best CRM Software for Hospitals and Medical Businesses

Salesforce: Best medical CRM software overall
Pipedrive: Good for pipeline management
Monday.com: Good for enhancing collaboration
ClickUp : Encourages versatility
Zoho CRM: Good for patient management
Hubspot: Has a comprehensive suite of marketing, sales, and customer service tools.

Salesforce

Lead management
Forecasting
Customer service
Contact management
Marketing automation
Customization options
Mobile access
Integration
Analytics and reporting
Workflow automation

Essential plan: $25/Month/User
Professional plan: $75/Month/User
Enterprise Plan: $150/Month/User
Unlimited Plan: $300/Month/User

CPQ & Billing: $75/Month/User

Sales Cloud Einstein: $50/Month/User

Pardot Plan: $1,250/Month/User

You can customize Salesforce to suit your specific needs at any time.
Salesforce works for you no matter the size of your medical business. Even if you have one thousand patients, Salesforce is capable.
You can analyze your patients’ history better and report on their state of health when you use Salesforce for your hospital and medical businesses.

Phone support
Email support
Online community forums

Pipedrive

Lead management
Pipeline management
Forecasting
Customization options
Mobile access
Integration

Essential plan: $9.90/user/month
Advanced plan: $19.90/user/month
Professional plan: $39.30/user/month
Enterprise plan: $59.50/user/month

LeadBooster add-on: $32/user/month
Web visitors add-on: $41/user/month
Smart Docs add-on: $32.50/user/month
LeadBooster add-on: $6.70/user/month
Campaigns add-on: $13.33/user/month
Mailigen add-on: $10/month

You encounter less stress when using Pipedrive because you can navigate the website easily.
You can automate Pipedrive to send information to you per time concerning a patient. This means that you stand less chance of missing an appointment with a patient or important information that you’ll need for their healthcare.

Phone support
Email support
Knowledge base

Monday.com

Task management
Project tracking
Team collaboration
Customization options
Mobile access
Integration

Individual plan: free
Basic plan: $8/user/month
Standard plan: $10/user/month
Pro plan: $16/user/month
Enterprise plan: custom pricing

No Add-ons

When you use Monday.com, you can adapt the CRM website to suit your needs. For instance, you can decide to use it for one or two purposes based on your business’ specificity at the time.
The visual interface on Monday.com helps you to easily navigate the software. This makes you more productive and you spend less time carrying out tasks too.

Phone support

Email support

Knowledge base

ClickUp

Task management
Project tracking
Team collaboration
Customization options
Mobile access
Integration

Free plan: limited features
Unlimited Plan: $5/user/month
Business plan: $12/user/month
Business plus plan: $19/user/month
Enterprise plan: custom pricing

Time tracking add-on: $3/user/month

Mind maps add-on: $5/user/month

Custom fields add-on: $3/user/month

You can easily afford $5 per month for ClickUp. In fact, you can use it for free if the free plan serves your needs.
There’s less risk of losing track of information on this software because the mode of communication is easy and simple.

Email support

Knowledge base

Zoho CRM

Lead management
Forecasting
Customer service
Marketing automation
Customization options
Mobile access
Integration

Free plan
Standard plan: $18/user/month
Professional plan: $30/user/month
Enterprise plan: $45/user/month
Ultimate plan: $55/user/month

MarketingHub add-on: $15/month
SalesIQ add-on: $19/month
Social add-on: $15/month

With Zoho, your patients can enjoy better services. This is because you can understand their needs and preferences and give them more targeted healthcare.
The real-time data and insights that Zoho provides will help you identify opportunities for improvement and optimize processes. This will increase your productivity and you can attend to more people within a short period.

Phone support
Email support
Knowledge base

Hubspot

Lead management
Forecasting
Customization options
Marketing automation
Customer service
Mobile access
Integration

Free plan
Starter plan: $50/month
Professional plan: $1,781/ month
Enterprise plan: $5,000/ month

CRM suite cost: $30/month
API limit increase: $500/month

With Hubspot, you can gain insight into complex data sets that you may not have seen at once. This will allow you to make more accurate decisions.
Hubspot is accessible on mobile. You don’t need to carry your personal computer around. You can have all your patient’s files in one place – your mobile phone!

Phone support
Email support
Knowledge base

Best CRM Software for Hospitals and Medical Businesses – Quick Verdict

Best Overall – Salesforce

Salesforce is the best medical CRM software because of its flexibility and high level of customization. It enhances functionality and streamlines workflow for your business.

This CRM software also has a large ecosystem for additional support and services. Its list of comprehensive features is top-notch as well.

In addition, Salesforce is scalable no matter the size of any business or enterprise. Its robust security helps keep your data safe and secure.

Best CRM Software for a Hospital or Medical Business

Finding the right CRM tool for your hospital or medical business can have huge implications on productivity, scalability, customer relations, patient care quality, and more — and that’s exactly why we’ve taken it upon ourselves to help you find the perfect solution for your needs!

You can access some of these CRM software for free, but if you want enhanced functionality, you’ll need to pay for a suitable plan.

Let us take a detailed look at the best CRM software for hospitals and medical businesses below.

Salesforce – Best Overall

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Salesforce is a great CRM software that you can enjoy using as a healthcare professional. This is because it helps medical businesses and hospitals manage their patients’ services and other operations. It allows you to store patients’ data and automate many processes as a healthcare professional.

Features

Salesforce offers nine (9) major frontline features that can help you to streamline your healthcare operations and improve relationships with your patients. Some of these key features include contact management, forecasting, lead management, marketing automation, analytics and reporting, and workflow automation.

Plans

Salesforce offers 4 different pricing plans based on the needs and size of your medical organization.

These plans are an essential plan starting at $25/user per month, a professional plan starting at $75/user per month, an enterprise plan starting at $1500 per month, and an unlimited plan starting at $300 per month.

From their essential plans to their enterprise business solutions, Salesforce offers packages that deliver value no matter the investment requirements or preferences.

These pricing plans are designed for customer-centric businesses that want complete control over their sales processes.

Catering to all business needs
6 pricing models that you can choose from
Consistent software updates and upgrades
Robust feature set with no hidden fees or annual commitment

Can be expensive if you have advanced needs
User manuals are difficult to understand

Pipedrive CRM: Good for Pipeline Management

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Pipedrive is deal-driven and also functions as an account-management tool. Its proactive nature automatically tracks and organizes calls and emails, helping you synchronize schedules across your devices.

You’ll mostly enjoy Pipedrive if your medical business is mid-sized (SMBs). You can visualize your patient’s life cycle process from start to finish. This can improve your efficiency and help you cut through a lot of second-guessing which is one major thing that CRMs fail to implement

Features

The major feature that Pipedrive offers is the management of organizing patient information and communication in one place. It allows for tracking patient progress through the healthcare process, from initial contact to final payment. Pipedrive also has a mobile app that enables access to patient information and other processes wherever you are.

Plans

Pipedrive has 4 plans with its essential plan starting at $9.90 per month for one user. The second plan is the advanced plan with a set price of $19.90 per month for every user. The other plans are the professional plan at $39.30 per month, and the enterprise plan starting at $59.50 per month.

Excellent dashboard for prioritizing tasks
Sets reminders for project follow-up
Ability to track customer engagement, interactions, and emails
Options for a free trial or low cost subscription plans starting at $12/user/month

Does not integrate with some healthcare software
Deal management is sometimes tricky

Monday.Com – Good for Enhancing Collaboration

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Monday.com has visual project management tools that allow healthcare professionals to collaborate and manage their workflows in one central place. It is often used by medical teams to manage projects, tasks, and deadlines.

Features

Monday.com has contact management and patient pipeline management features that enable you to track and manage patient information through a visual pipeline. It also allows for patient reporting, automation of repetitive tasks, and integrations with other medical software.

Plans

Monday.com has 5 pricing plans. The first is the free individual plan, followed by the basic plan priced at $8/user/month. The Basic tier is the most affordable option, considering that it offers basic contact management and lead tracking features plus access to community support forums. With this plan, you also receive unlimited emails and support via email and live chat during business hours.

The standard plan is the third plan pegged at $10/user/month and it comes with features such as sales reports and analytics, as well as automatic syncing of contacts between Monday.com CRM and other third-party applications like Outlook

The fourth plan which is the pro plan is offered at $16/user/month. The Pro tier offers more advanced features such as automatic lead scoring and tagging capabilities, the ability to add custom fields to contacts, unlimited emails from within Monday’s dashboard, as well as access to APIs for connecting with external applications.

Finally, the Enterprise plan which comes at a custom price provides unlimited customization options including custom objects and multi-company views and integrations from within Monday’s dashboard plus priority support from a dedicated team of experts.

A good visual interface that encourages productivity
Enables collaboration among teams

Limited CRM-specific features
The software is complex and requires some time to learn and set up.

ClickUp: Encourages Versatility

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ClickUp is good for its collaboration and project management tool. It is suitable for medical businesses of all sizes.

As a healthcare professional, you can assign comments to specific team patients or groups of patients. Patient’s cycles can also be marked as resolved or in progress and you can create custom statuses if the need arises.

Features

One interesting feature of ClickUp is that it helps you manage and organize centralized customer information. You can track and manage a patient’s records through a visual pipeline while generating custom reports to gain insights.

Its automation feature also makes task management and progress tracking easy.

Plans

The first plan is free for personal use. This is followed by the unlimited plan for small teams priced at $5/user/month and the business plan for mid-sized teams at $12/user/month.

If you have multiple medical business teams, there is a business-plus plan at $19/user/month. The last plan is the enterprise plan for many large teams at custom pricing.

The visual interface makes it easy to track progress.
ClickUp allows collaboration among many medical teams

ClickUp is not primarily designed as CRM software. So it may not offer as many CRM-specific features as other dedicated CRM solutions.
The add-ons are not extensive enough and may not offer what you need.

Zoho: Good for Patient Management

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As a healthcare professional, you would enjoy Zoho mainly for its ability to manage patient information, track cycles, and automate processes. This management tool helps you to improve relationships with your patients while caring for their health needs.

Features

Zoho offers lead and contact management and patient pipeline management that helps you generate health forecasts based on patients’ historical data and trends.

You can also generate custom reports and gain insights into patients’ health performance.

Plans

The first plan is a free basic plan with limited features and capabilities. This is followed by a standard plan at $18/user/month that allows automation and optimization of sales cycles. The professional plan at $30/user/month enhances the improvement of customer acquisition and accelerates growth.

Zoho also has enterprise plans at $45/user/month that allow management of global CX operations with the complete CRM and an ultimate plan at $55/user/month that helps you scale exponentially with dedicated BI capabilities

You can customize Zoho to fit the unique needs of your patients.
Zoho offers a range of features that cover the entire patient process and cycles.

Limited customizations options and lack of extensiveness
Ineffective customer support

Hubspot: Good for Streamlining Information

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Hubspot is an exciting platform that enables data capture into the CRM from your social media platform, website, or landing page.

You can capture and store just about any piece of data you could want to know about your patients including their personal information and a historic record of their engagement with your healthcare services.

Features

HubSpot CRM provides a central location to store patients’ data, manage information, and track interactions. The platform also offers robust automation features that can help medical businesses streamline their processes and grow their revenue.

Plans

Hubspot CRM plans include a free plan that includes many of the features needed to manage customer relationships, a starter plan for small medical businesses looking for more advanced features at $50/month, and a professional plan for growing medical and healthcare businesses with more advanced automation features at $1,781/month.

There is also an enterprise plan for extra-large teams with complex needs and high-volume usage at $5,000/ month.

A combined solution that makes it easier to manage multiple areas of the business.
Can be integrated with Salesforce

Limited customizations on the free plan
Hubspot is expensive

Choosing the Best CRM Software for Your Medical Business Needs

Choosing the right CRM software for your hospital or medical business is important, if you want to deliver excellent patient care and improve your operational efficiency.

There are several boxes to tick in this process. However, the most important thing should be the one that meets your needs.

The major benefit of CRM software is enhanced interaction with your patients. However, there are several other benefits that you can enjoy.

With the growing popularity of CRM software, these are what you should consider when choosing CRM software.

Features Consideration

Work Enhancement: Streamlined Data, Proper Patient Information Management

The first major improvement CRM software should add to your medical business is streamlined patient information. Storing information and managing it in a centralized location gives you easier access as a healthcare professional. This will help to reduce errors and ensure that you have access to up-to-date information when making treatment decisions.

Most of the CRM software that is in the above list serves this purpose. They can help you manage patient treatment plans and histories, including your patient’s progress. This would help you make informed decisions about treatments.

Customization: Healthcare Flexibilities

A good CRM software for your medical business should be highly customizable to meet your specific needs. You should be able to input and track data in a way that makes sense for your needs at the time. For example, you may want to track a patient’s prescription history or other healthcare-related data.

The list of CRM software earlier mentioned allows the addition of custom fields and workflows. They also have high reporting capabilities which can help you handle the unique data requirements of your healthcare organization.

Integration: Minimization of Data Duplication, Error Reduction

A good CRM software should integrate seamlessly with other existing systems. For example, practice management software and electronic health records (EHR). Integration with EHR can help to minimize data duplication and reduce the chance of errors occurring.

Integration should further enhance appointment management and other administrative tasks from a single interface. You can then enjoy streamlined workflows, increased efficiency, and saved time and resources.

Security: Patients Data Protection

Security is a crucial factor when using CRM software for hospitals and businesses. Storing information in hard copy files is not as effective and secure as it used to be. Patient data is very sensitive information that needs protection from theft, unauthorized access, or loss.

Having CRM software with robust security features will help to ensure that patients’ data is well protected and secure from cyber threats.

This well-chosen list of CRM software will help you comply with relevant regulations. For example, HIPAA governs the handling of patient data in the healthcare industry. Providing data backup and disaster recovery will also ensure that data is not lost in case of an unforeseen event.

User-friendliness: Flexible Technicality

CRM software is designed to enhance workflow. This is why the best ones should be intuitive and user-friendly with varying levels of expertise.

As a healthcare professional, your schedule may be busy. So you need software that is easier to learn and use. CRM software should have a simple user interface with relevant information that you can easily navigate.

Flexibility and adaptation to the changing needs of your healthcare organization are also important.

The software should have a simple and intuitive user interface with clear navigation and easy access to relevant data. The CRM software should also be flexible enough to adapt to the changing needs of the healthcare organization.

Analytics and Reporting Capabilities: Enhanced Patient Engagement, Improved Patient Satisfaction

A good CRM software should provide useful analytics and reporting features. This will enable your organization to track and analyze patient data, identify trends, and make crucial decisions.

Tracking key performance indicators, such as patient satisfaction rates, appointment cancellations, and no-shows are vital. These metrics can help your organization make data-driven decisions to improve patient outcomes and operational efficiency.

Billing and Accurate Pricing

The cost of the CRM software should be reasonable and provide good value for money. This depends on the features offered by the software and the size of your organization.

The software should not be costly and it should offer the features that your healthcare organization needs to manage patient interactions efficiently.

This list of CRM software is accurately priced in a way that allows your healthcare organization to scale up as it grows and your needs change.

Add-ons

CRM (Customer Relationship Management) software should help your medical business manage its interactions with patients and improve their overall experience.

CRM software add-on includes additional features and functionalities. The need for add-ons can vary depending on the size of your medical business, however, using CRM software with add-ons enhances your chances of tailoring the software to your specific needs more.

Customer support: 24/7 Reach

All the CRM software on this list offer different ranges of customer support, an important metric for every good CRM software.

Providing ongoing support and ensuring smooth adoption and usage is important. Ongoing support should also be available to address any technical issues or questions that may arise during usage.

Rewards and Benefits: New Account Bonuses, Free Services

Moat CRM software for healthcare and medical businesses tends to have a similar set of services. However, other factors can help you determine which software is best for you.

Offering some services for free, or giving you some perks when you choose certain plans can be helpful for instance. These details can help you save money and see if you need some specific features.

How to Sign Up for a Healthcare CRM Software

The process of signing up for CRM software varies based on the specific software that you are using.

However, the following steps are typically involved when signing up for a CRM software:

Step 1 – Visit the Software’s Website.

On the website of the CRM software, you’ll see a “Sign Up” or “Get Started” button. Click on it.

Step 2 – Fill in Your Details

The software will request your personal information. For example your full name, email address, and phone number. Fill in the required details.

Step 3 – Personalization

Here, you’ll need to choose a username and password for your account.

Step 4 – Payment

Select your preferred subscription plan. If there are several applicable payment methods, you’ll need to choose one.

Step 5 – Other Instructions

Follow any additional instructions provided by the software to complete the sign-up process.

Some CRM software may require additional steps or verification. For example, you may need email confirmation or provide additional business information.

You should carefully read and follow the instructions provided by the software during the sign-up process.

Frequently Asked Questions on Best CRM Software for Hospitals and Medical Businesses

What is CRM Software Healthcare?

A CRM means Customer Relationship Management. CRM software healthcare is a tool designed specifically for healthcare providers. You can use it to manage interactions with your patients, track information, automate communications, and provide better patient care.

This helps in managing the entire lifecycle of your patient from appointment schedules to follow-up care.

Why Do Hospitals Need a CRM?

Hospitals need a CRM to improve patient relationships, manage interaction with patients, streamline processes, and enhance communication. CRM software helps in the better management of patient data and the provision of personalized healthcare.

How is Salesforce Used in Healthcare?

Salesforce is a CRM software. It is used in healthcare to improve patient engagement, streamline processes, manage patient data, and provide better care.

Salesforce offers a complete CRM solution, enabling healthcare providers to manage patient relationships, track patient data, and automate communications. It can also be used for patient outreach, managing referrals, and managing marketing campaigns.

In addition, Salesforce Health Cloud is specifically designed for healthcare providers to manage patient care, clinical data, and healthcare operations.

Which CRM Software for Hospitals and Medical Businesses Is Right for You?

If you’re looking to use the best CRM software – one that helps you manage patient data, enhance workflow, track patient cycles has a good interface, and gives you value for your money, you can’t go wrong with Salesforce.

One thing is assured – it will serve your best interest.

This is not to say that it is the only good CRM software on the internet though. Any of the software listed in this article can serve you properly and effectively.

Using any of this software will be an awesome decision, so sign up for any of these top picks and enjoy an enhanced workflow. One thing is for sure, if you use any of this software it will be one of the best decisions that you’ll make for your hospital and medical business.

March 3, 2023March 3, 2023

10 Best Resume Builders for Your Dream Job | Best Picks 2023

If you’re looking for work or want to update your resume, you want to get it done as soon as possible while maintaining high quality. One of the quickest ways is to use an online builder with templates for each section of your resume.

There are, however, thousands of resume builders available online. We wanted to keep it to ten to make it easier for you to choose. But what exactly is a resume builder? In the following section, we will go over this in greater depth.

Just what is a Resume Builder?

Resume builders are online tools that give all the necessary building blocks: different designed templates, profile styles, experience, education sections, and more to update your resume. In addition, templates, colors, fonts, layout, and sizes are all customizable.

All you need to do is fill in your contact and background information and add bullets to different resume sections. Before you know it, your resume will be ready to go.

However, each resume builder has its strengths and weaknesses. Some are easier to use or more expensive. Others have more custom features and leave greater scope for creativity.

The process is pretty similar. It will involve selecting one or more professional templates and adding section by section to your resume. From your name and contact details to your education and professional achievements.

5 Benefits of a Professional Resume Builder?

1. Produce Multiple Types of Resume in One Day

Resume builders enable you to create multiple styles and types of resumes. They help job seekers to cast their nets much wider. You can create several resumes quickly rather than spending hours on one. You also have the option of tailoring your resume to several applications.

2. They Save Time

Writing a great resume can take several drafts which can mean hours of work. Resume builders save a lot of time. They typically come with a selection of templates, styles, and other customizable features. They will also guide you through each step of putting your resume together.

3. Some Come Free and Are Affordable

There are many available options when it comes to selecting a resume builder. Some are free and allow you to select an eye-catching template and tailor your resume. Other resume builders offer tiered packages that are generally affordable.

4. Produce a Better Organized Resume

Hiring managers typically select the most organized, concise, and well-presented resumes. Resume builders help methodically organize your resume. Templates also help you not to omit important information.

5. Are Easy to Use and Don’t Require Experience

Because most resume builders are easy to use and don’t require much technical knowledge, you can pick it up quickly even if you are a complete newbie.

What Is the Difference Between Executive Resume Writing Services and Resume Builders?

Professional resume writing services have several advantages over resume builders. A professional writing service ensures that resumes are proofread, edited, expertly written, and tailored to include best resume practices and current industry trends. The result is a high-end product that will support you in your job search. Let’s explore these a little more in detail.

1. Add a Personalized Touch

We often struggle to write about our personal and professional achievements. These are critical when you want to make your resume stand out. A professional resume writer can do this all for you. They will ensure that your resume represents the best you can be. They will also produce a well organized, personable, and relevant resume which is tailored to your desired role(s).

2. Expertise in Best Practices and the Latest Industry Trends

A professional resume writing service will be well-versed in best industry practices and trends, such as Applicant Tracking Systems. Having them in your corner will allow you to bypass the first vetting stage by including critical keywords that these systems detect. It is important to note that almost every application process includes ATS.

3. Expertise Equates to a Highly Polished Product

Resume writers are resume specialists. Hiring a resume writer will almost always ensure that you receive a clean, professional, proofread, and error-free document to submit with your job applications.

A professionally written resume increases your chances of landing a job faster and at a higher salary. According to the TopResume survey, job seekers who use a professional resume writer have a 32% higher chance of landing a job than job seekers who write their resume themselves. Those who hired a professional resume writer were also valued 7% higher than those who did it themselves.

Our Top 10 Resume Builders

We wanted to make it simple for you to find the resume builder that suited your specific requirements out of the nearly infinite number available.

We have a slightly different list for a number of reasons. We’ve chosen ten resume builders, and for each of them, we’ve determined the one thing they do better than anyone else. Consider it the resume-builder Academy Awards. We have chosen the top entry in each of the ten categories.

The Most User Friendly: ResumeGenius

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The genius part of ResumeGenius is it is one of the most user-friendly resume builders. It features an intuitive user interface that ‘takes you by the hand’ while it walks you through each resume section. There is also a fantastic variation of templates from the Taj Mahal to the Classic. Each resume section is easy to fill. And before you know it, you’ll have a comprehensive, smart-looking resume that will send hiring managers looking in your direction.

Best For User-Friendliness

For those new to the world of resume building, ResumeBuilder is ideal. It carefully guides you through each phase of creating your resume with professional pointers. Resume Genius also has search options to help optimize your resume for ATS.

Intuitive Interface
URL to share and track performance
Selection of 50,000+ job descriptions from different industries to help finely tune your resume application

Downloadable for free as a Text File. You will need to pay extra for a PDF version.
There is no option to download your existing resume. This means starting from scratch each time and makes updates difficult.

Pricing

14-day Trial Plan*

$2.95

Monthly Plan

$7.95

Pro Subscription — Annual

$95.40

Best Expert Pointers: Zety

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Zety has some of the widest selections of templates available. However, it is best for its detailed and helpful expert pointers. It is also easy to start from scratch quickly. Similar to ResumeGenius it guides you through the process of creating a new resume with ease. The tool is free, but you will need to create an online account.

Once you have finished building your resume and are ready to use Zety, simply choose “Download” from the left toolbar instead of “Save” and “Next.” After that, select “Plain Text, (.txt)” to download your resume for free.

Zety provides the best expert advice on creating the best content at each stage of the resume-building process. Additionally, there are several ways to customize your resume to your needs. You can download your resume for free as a text file.

To download it in PDF or another format, you need to pay $2.70, though. Some resume templates employ eye-catching graphics, which makes them less ATS-friendly.

Guides you through each stage of building your resume with helpful pointers and prompts
A wide array of customization options
Auto-suggestion feature offers optimized ATS summaries of job experience and skills

Free to download a text file. However you will need to pay $2.70 for any other format.
Some templates aren’t ATS optimized

Pricing

Zety’s career resources are free

14 day pass to download your resume or cover letter

$2.70

Pro Subscription — Annual

$71.40

Best for Tailoring Premade Resumes: Wepik

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A lack of graphic design skills is no longer a barrier to creating an attractive resume with Wepik. This tool is easy to use and great for creating a stand-out resume. Once you have selected your favored template, you can import your academic credentials and experience. You can also add a picture of yourself. One more click to download your document, and it is ready to share.

Wepik has a copious library of templates and is an excellent tool for quickly creating a professional resume. There is also free access to premium features within the online editor, such as a large selection of images, fonts, and graphic elements.

Free first class level features
Quick and seamless editing

There are less customization options for existing designs
You need to start from scratch or select a template

Pricing

Unlimited Plan

$39 per month

Annual Subscription

$390 ($78 savings per year)

Best for LinkedIn Users: Standard Resume

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If you are an active LinkedIn user but don’t have a resume, that’s not an issue as long as you use Standard Resume. The precursor to that is to ensure your LinkedIn profile is updated beforehand.

The white, minimalist background allows you to write without interruption. You can also switch between Write and Design, allowing you to see how your resume looks as you go and download it as a PDF once you’re satisfied with the final product. Standard Resume also ensures your resume is mobile responsive, allowing you to view it on your smartphone.

This tool is ideal if you are a LinkedIn user and want to create an ATS-optimized resume. It uses your LinkedIn profile to generate your resume and offers professional tips.

Free.
Simple to import information from your LinkedIn profile.
Minimalist interface allows you to get on writing your resume without distractions.

Very few options for customization or design tools

Best Tips for Different Experience Levels: My Perfect Resume

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My Perfect Resume enables you to add your details into a blank template or upload an existing resume. As you go through the process, the tool provides expert suggestions including suggested rephrasing for specific roles.

There are also optional sections such as accomplishments, certifications, or affiliations to add. This is crucial if you want to change industries or are pursuing your first job. If you want to apply for a position in the creative sector and want to add color or a distinctive design, this tool is superb.

To use My Perfect Resume for free, instead of selecting “Save and Next,” click “Download” on the left toolbar once you reach the last step of the builder. Then select Plain Text (.text) to download your resume without a fee.

This tool recommends templates based on your experience level and offers expert tips of what skills to select based on your previous roles. However, there are fewer customization options and just nine templates to choose from.

Suggests templates based on your experience level
Provides expert guidance based on skills and job responsibilities

Fewer options for customization and only nine templates
Some templates aren’t ATS optimized
Free to download a text file. However, you will need to pay $2.95 for a 14-day trial to download your document as a PDF

Pricing

Basic Plan is Free includes:

LinkedIn import
Resume editing and PDF preview
Web resume sharing
PDF resume downloads

Pro Subscription

AI resume review
PDF resume downloads
Web resume view tracking
Remove Standard Resume Branding
Customer web resume URL
Hide resume from search engines

50% off “The Tech Resume Inside Out” ($19 value)

$19 per month

Best for Ingenuity and Self Expression: Canva

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There are corporate graphic design and creative templates to help you find your ideal resume style. If you want to add personality and self-expression to your resume, Canva is a good choice. There are several templates, layouts, and designs available.

If you work in the creative industry or want a resume that stands out ‘from the crowd,’ Canva is one of the best options. There are thousands of designer templates available. It is also simple to copy and paste resume sections.

User-friendly Interface
Dozens of templates
Templates are broken down into categories
Create resumes, social media ads, LinkedIn backdrops, flyers, infographics, and more

You can’t download an existing resume.
Awkward to change design elements
Canva’s PDF formatting is not the best for ATS

Pricing

Canva Free

For teams and individuals
Drag and Drop Editor
250,000 free templates (including resumes)
1+ million free photos and graphics
Collaborative: Team up with others
5GB of cloud storage

Canva Pro Subscription

For one person only
100+ million stock photos, graphics, videos
Unlimited features, folders, and premium content
610,000 premium and free templates
100 brand kits
Ability to schedule content for 4 platforms
Background Remover
Cloud Storage 1 TB
24/7 customer support

$119 for one person

Best for In-Platform Job Seekers: Indeed

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It is simple to create an Indeed resume. You can also use the platform to showcase your resume to potential employers. Upload your completed resume to Indeed to increase the likelihood that a hiring manager will see it. While there may not be as many creative options, Indeed is still a great place to create and share a traditional resume.

Indeed is ideal for people who want to create a resume and get started searching for work quickly. It guides you through the process of creating your resume with helpful tips. Resumes designed with Indeed’s Resume Builder are ATS primed.

Free
Offers expert advice and professional tips
ATS compatible templates
Immediately share your finished resume with in-platform employers

Limited choice to 8 templates
Few design and customization choices
You can’t import your LinkedIn profile or upload your existing resume

Pricing

The Indeed Resume Builder is entirely free

Best Minimalist Option: Resume.com

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Resume.com will assist you in quickly creating a resume. If you’re not sure what to put in each section, this tool can help. There are also appealing templates for a variety of job categories.

When you get close to the end, you’ll see a prompt to create an account by clicking here. Select “Skip for Now” to use this tool for free. Then, in the upper right corner, press the download button. Resume.com is ideal for job seekers who need to quickly create a resume. It is completely free and also contains helpful hints.

Totally free
Import your LinkedIn
Share, print, and download in various formats

Restricted options for customization and designs
No pre-written content
Little guidance for resume creation

Pricing

Resume.com’s resume builder is entirely free to use

Best Features: Resume.io

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Resume.io has the best features. Not only does it have pre-written phrases to overcome any writer’s block obstacles, but there is also an automatic spell checker, and you can download it in any format. There is even an application tracking feature. This helps you to monitor the employers and roles that you have applied for.

Its user interface is very intuitive. It takes three simple steps to create a resume. The first is to follow the on-screen prompts to add content. Second: This involves choosing colors and a template style. The final third step is the downloading stage. You can export your resume to any format of your choice. One of its only downsides is that there are only twelve templates to select from.

Packed with great features such as:
Pre-written phrases
Automatic spell checker
Export into any format
Intuitive: Simple three step process

Limited selection of templates: Only twelve templates to choose from.

Pricing

Has a Free Plan

7 day subscribtion:

Unlimited resumes and cover letters
All premium templates and colors
Unlimited PDF downloads
After 7 days, auto-renews to $24.95 billed every 4 weeks
7-day money back guarantee

$4.70

6 months subscription

Unlimited resumes and cover letters
All premium templates and colors
Unlimited PDF downloads
One-time payment, no need to cancel
7-day money back guarantee

$44.95

12 months subscription

Unlimited resumes and cover letters
All premium templates and colors
Unlimited PDF downloads
One-time payment, no need to cancel
7-day money back guarantee

$74.95

Best ATS Optimized Option: Jobscan

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Jobscan ensures your resume will pass Applicant Tracking Scans without any issues. ATS technology assesses the match between the keywords on your resume and the job description. You should pass this stage If your resume has all the relevant keywords.

This means that your resume is ATS optimized. Different companies use different ATS solutions. Jobscan stays abreast of the latest trends and practices in the industry and provides you with ATS tips as you create your resume.

Jobscan’s site will guide you through from start to completing your resume with ease.

There is also a keyword comparison tool. This evaluates the hard and soft skills that appear most frequently in job descriptions and see how your resume matches up. You can also keep track of jobs you’ve applied for, different versions of your resume, and interviews you’ve landed.

If you already have a decent resume then Jobscan is a great choice. While the platform is helpful with keyword, ATS tips, and skills, it doesn’t offer customized templates.

For premium members, however, there is more formatting help with the Power Edit tool. This feature allows you to upload an existing resume and make edits. It offers intelligent keyword tips and formatting suggestions to guide you. You will see your score rise as you make changes, then export your resume.

Pricing

Basic

2 Match Rate calculations per month
2 Keyword Comparisons every month
Limited Scan History (2 scans)
Resume Manager
Jobscan Learning Center

Free

2-week free trial

Unlimited Match Rate calculations
Unlimited Keyword Comparisons
Unlimited Scan History
LinkedIn Optimization (after trial)
Cover Letter Optimization
Resume Power Edit
Job Tracker
Predicted Skills
Resume Manager
Jobscan Learning Center
Jobs Matcher
Premium ATS & Recruiter Findings
ATS Revealed eBook
ATS Friendly Resume Templates
Premium Cover Letter Template

$89.95 every 3 months after free trial

Monthly subscription

Unlimited Match Rate calculations
Unlimited Keyword Comparisons
Unlimited Scan History
LinkedIn Optimization
Cover Letter Optimization
Resume Power Edit
Job Tracker
Predicted Skills
Resume Manager
Jobscan Learning Center
Jobs Matcher
Premium ATS & Recruiter Findings
ATS Revealed eBook
ATS Friendly Resume Templates
Premium Cover Letter Template

$49.95

Frequently Asked Questions (FAQs) on Best Resume Builders

What Is the Best Resume Builder?

It depends on your needs. Our recommendation is to choose one that allows you to create ATS-optimized resumes. ATS refers to bots or systems that crawl your resume for specific keywords mentioned in the job description. You want to make sure your resume passes this first phase. Attractive templates are great, but you need to prioritize functionality.

Are Resume Builders Better Than Resume Writers?

Both will potentially produce a high-quality resume. Some resume builders offer great tips. However, an expert resume writer will know the latest recruitment and hiring trends. They will also personally guide you if you are unsure of what specific accomplishments to highlight and what to avoid.

How Much Do Online Resume Builders Cost?

Of course, this varies. You can use some for free without premium features. However, others offer first-class features at no extra charge. You should expect to pay about $40 per month for a resume builder. The price often depends on a resume builder’s functionalities, designs, and templates.

Is It Worth Paying for an Online Resume Builder?

Most resume builders will guide you in creating a great resume. So for that reason, they are worth paying for. However, a professional resume writer will give you more personal attention and hands-on help. You can schedule calls to speak to them at a mutually available time. They will tailor your resume to a niche role or help embellish your transferable skills.

What Is Better: An ATS Optimized Resume Builder or a Resume With a Better Selection of Templates?

While a tool like Canva offers plenty of scope for your creativity and imagination, it is not the best for ATS. In short, it depends on who the user is. If you are in the design industry and want to create an eye-catching resume, Canva may be ideal.

Using a tool such as Jobscan may be a better choice. The only thing with this tool is its limited designs and customization options. At the same time, your resume is almost 95% sure to pass ATS scanning systems.

Our recommendation is to use a tool that offers both ATS and customizable options such as Perfect Resume, Resume.oi, or others on this list. Tools like these will help you combine style with functionality and practicality.

What Are the Most Important Aspects to Consider When Choosing a Resume Builder?

Before selecting your ideal resume builder, there are several things to consider. You’ll need to think about its affordability, intuitiveness, accessibility, and the resume-building company’s privacy policy. An easy-to-use interface and whether you can export your resume are factors included in the above.

Free resumes may save you money, but you may not have the formatting and customization options you need. Consider doing a broad overview and checking out reviews of existing users. This will help guide you when choosing the ideal tool for your requirements.

Is It True That Using a Resume Builder Makes Your Resume ATS-Compliant?

Applicant tracking systems (ATS) are software programs that enable employers to sift through resumes. They scan applicants’ resumes for relevant keywords such as skills, experience, job titles, and educational background, reducing time and resource expenditure. Companies use ATS software solutions during the initial application phase.

It is best to choose a resume-building platform that is ATS-friendly. When you apply for jobs, this will help you to move to the interview stage easier. These solutions crawl your resume document and assess it based on the keywords mentioned in the job description. There are several ATS-compliant resume builders online.

What Are the Limitations of Using a Resume Builder?

Many online resume builders prevent you from downloading your resume as a word processor document. You may be able to print online documentation, but making changes may be more challenging.

There are often challenges when applying for a role that requires a resume submission in PDF format. Some resumes built online look good but are not ATS optimized because of complex formatting.

The flip side is that there are resume builders that enable you to download your resume in the format of your choice for a minimal charge or for free. Because of the importance of ATS, some resume builders ensure your resume is optimized and offer helpful tips.

Are Resume Builders Free or Paid?

There are both free and paid resume builders available. Free resume builders allow you to create a resume without paying a fee to save, download, or use it. These resume builders may have fewer templates and customization options because they are free. A resume builder with an associated fee will typically charge you to download it in MS word or PDF and even to use or share it.

The amount charged depends on a weekly, monthly, or annual subscription. Paid platforms typically provide more templates and customization options. They may include features like linking your social media pages, using analytics for resume tracking, and creating a cover letter.

Why Should You Use a Resume Builder?

Resume builders typically assist you in creating your resume quickly. Some platforms provide several bullet points across various industries where you can enter your responsibilities for your professional experience section. This allows you to select the ones that apply the most without spending time writing relevant bullets.

Although resume builders are useful tools, you need to monitor and understand what final product you will get. Ask yourself the following questions: Will your resume be ATS optimized? Easy to change? Attractive or functional?

You will also want to be able to tailor your resume for different roles. Before submitting any application, you should ask a resume-writing professional to review your resume. Their insight and knowledge will increase your chances of success. Here are some of the best resume writing services.

Which Resume Builder Is the Best in Each of the Ten Categories?

#1 ResumeGenius: If you are not used to Resume Builders, or aren’t the most technically minded, ResumeGenius will seamlessly guide you through creating an updated resume with helpful tips.
#2 Best Expert Pointers: Zety: Zety shines in a few templates. It has a wide array of templates, but where it scores highly is its expert tips.
#3 Best for Tailoring Premade Resumes: Wepik: With an array of design options, Wepik is great for upgrading your existing resume in a timely manner.
#4 Best for LinkedIn Users: Standard Resume: If you are an active LinkedIn user, Stand Resume will enable you to import your profile onto a resume before you know it.
#5 Best Tips for Different Experience Levels: My Perfect Resume: Perfect Resume gives different experienced level professionals the best template and design for their needs.
#6 Best for Ingenuity and Self Expression: Canva: With thousands of templates and categorized designs according to profession, Canva leaves plenty of scope for creativity.
#7 Best for In-Platform Job Seekers: Indeed: For job seekers Indeed is a great option for creating a resume, then showcasing it on the platform with plenty of interested hiring managers.
#8 Best Minimalist Option: Resume.com: If you are looking for a traditional resume with no bells and whistles, Resume.com is ideal.
#9 Best Features: Resume.io: This tool is also easy to use. However, where it really shines is its features. It has an awesome editing tool that offers prewritten text, automatic spelling correction, and exploring your resume onto a format of your choice. You can also keep tabs on the jobs that you have applied for.
#10: Best ATS Optimized Tool: Jobscan: With applicant tracking systems growing in importance, Jobscan provides optimization tips you need to ensure your resume passes organization ATS systems. The Power Edit feature (available to premium subscribers only) calculates your optimization score based on the template, keywords, and soft and hard skills mentioned in your resume.

Bottomline

Resume builders meet multiple needs of different job seekers. There are resume builders that are perfect for traditional resumes. However, there are plenty of choices if you want inspiration and to delve into your more creative side. Some resume builders come with premium features, and others with expert tips. Whatever your needs are, there is a resume builder that is best for you.

Our 6 Best Practices for Choosing a Resume Builder Are:

Ensure that it is ATS optimized.
While eye-catching resumes engage, they may not be too functional.
Make sure that you can download your resume in more than one format.
Many customization and design options are great, but only if and when necessary.
Take careful note of online reviews.
Ask a professional in your industry or an expert resume writer to review your finished resume before you go ahead and apply for jobs.

March 3, 2023March 6, 2023

5 Best Bio Writing Services for 2023

Young business professional trying to draft an executive bio for themselves

There’s a lot that goes into job hunting these days. It can often feel overwhelming – among other things, you’ll need a pristine resume that showcases your skills and accomplishments, a cover letter that describes your interest in a specific position, and an updated LinkedIn profile. If that wasn’t enough, you’ll need to think about the best way to quickly present yourself with an engaging professional bio.

A professional bio is typically a quick summary about you: your professional accomplishments, education, and business achievements. It might seem simple, but writing a professional bio for yourself is deceptively difficult. You want to accomplish a few things, and you want to strike a good balance between appearing confident but still humble, which can be tricky to do well. That’s why many people consider hiring a professional bio writing service to help them market themselves to potential employers.

Read through to learn more about professional bio writing companies, what they can do for you, and which services are ranked the best among consumers.

What Purpose Does a Bio Serve?

First and foremost, a bio should quickly paint a picture of you to potential employers and business partners. This picture needs to be flattering but still accurately reflect who you are and what you can accomplish. It can be tempting to include tons of details in your professional bio, but it really needs to be concise. That’s where a bio writing service comes in handy.

Different services can offer multiple lengths for your bio, depending on where you’ll use it. For a professional website, you might use a longer bio – this could be up to a page. Most people use short bios for their networking profiles, which are around 100 words. Depending on what your goals are, a professional bio writing company will work with you to determine the best length.

What to Look for in a Bio Writing Service?

When seeking out the best bio writer, it’s important to keep a few things in mind. First and foremost, cost will be a significant factor in any service you seek out. Be sure to research what the cost of the service includes – will you be able to send your bio back for revisions? Will you receive multiple bios for different websites and social channels?

Turnaround time is another important consideration. Are you on a time crunch, or are you happy to wait while writers craft a great professional bio for you? You should also look into the service’s credentials before you decide. How long have they been writing bios? Do their writers hold any certifications or awards?

Lastly, ask to see templates to get a general idea of their writing style. You should also check to see if the design and overall look of their bios agrees with your preferences.

Here are a few popular bio writing services to get you started in your search:

Super Star Resume

★★★★★

Career Steering

★★★★★

We Write Bios

★★★★★

Resume Pilots

★★★★★

Career Thinker

★★★★★

How Do You Determine the Best Customer Service?

Customer service is a subjective measure of a company’s ability to satisfy their clientele. When it comes to bio writing, resume writing, and job coaching, there are a few services a company should provide. We believe a bio writing service should allow for free revisions, included in the overall fee of the service. Some will offer unlimited revisions, meaning that they will ensure your complete satisfaction with the end product.

Some companies will also allow you to select rush shipping or rush orders when checking out. This means that you can request a quick turnaround time of about 2 business days, for a fee.

You should also consider looking at a company’s website and see if they provide testimonials. Any company that provides great customer service will be proud to showcase their happy and satisfied clientele. If a website doesn’t show a few testimonials, consider looking elsewhere for the best bio writer.

Our Top 5 Bio Writing Services

Researching the bio writing company that’s right for you can take time. When you’re hunting for a job and need to see results quickly, that’s time that shouldn’t be wasted. Luckily, we’ve compiled 5 different bio writing services that shine in specific areas.

Here, you’ll find the best executive bio writing service, the writing service with the best price, the service with the quickest turnaround time, the bio writing service that’s best for people looking to switch careers, and the best writing service overall. We’ll provide our reasoning for giving the distinction, and walk you through some of the pros and cons for each.

The Best Overall: Super Star Resume

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While it’s difficult to select the best overall bio writing service, we decided to select Super Star Resume as the bio writing company that stands apart from the rest. This company has over 20 years of experience working with job seekers who have been hired by Amazon, Disney, Microsoft, and more. They provide a customized approach for each client they work with, and they use keyword optimization to help you get noticed by hiring managers.

What distinguishes Super Star Resume is their commitment to customer service. Their bio writers offer unlimited rewrites, which is included in any package you purchase from them. There are reviews and testimonials easily accessible and ready to view on their website, and they also offer a free consultation before you purchase with them. We also like that Super Star Resume offers resources on their site, including writing guides, resume tips, and more. They promise a 72-hour turnaround time, which is fast when compared to most other resume and bio services.

You can additionally request up to 20 resume samples via email. Their prices are reasonable, with an all-inclusive resume and cover letter package totaling $199. For these reasons, Super Star Resume gets our top spot for bio writing services.

The Best for Executives: Career Steering

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Career Steering specializes in executive bio writing services, resume writing, cover letters, LinkedIn profiles, and more. They focus on global members of the C-suite and have helped CEOs, CFOs, and COOs achieve their employment and job search goals. Their resume writers are certified and have won awards. This is a bio writing company that will deliver results for executives that want a new leadership position. The most popular package for their bio writing starts at $695.

The pros for this bio writing service are that they have testimonials and reviews on their website. Their writers are also certified and they provide transparent pricing. The cons are that they do not offer unlimited revisions – they offer two rounds of editing included in the service’s fee. This is also a popular company, and they likely do not have wide availability without paying extra for rush orders.

The Best Price: We Write Bios

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There are tons of different pricing options available when it comes to bio writing, and most must be included in a larger resume writing package. We chose We Write Bios for the low price they offer from their bio writers, and the fact that you can purchase bios separately. We Write Bios is a full service bio writing company, so you are able to order a company profile, a LinkedIn profile, a social media blurb, an executive bio, and more from this company.

We Write Bios boasts of engaging and compelling content that will make you stand out from the pack in your job search. They write that they have bio writers for real estate agents, CEOs, IT specialists, actors, and more. They consult with clients individually as a way to write unique content for each person who seeks out their services.

The pros of We Write Bios include their reasonable pricing. For a short form bio (150-200 words), they charge $99. This number will go up depending on how many bios and which specific services you need, but this is a very reasonable price for a bio writing service. They also provide testimonials and write that revisions are included in the original price.

The Quickest Turnaround Time: Resume Pilots

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If you’re in need of a quick turnaround time, Resume Pilots should do the trick. On their website, Resume Pilots describes themselves as a resume writing company that specializes in executive writing services and superior customer service. Their Founder has an Ivy League education and global experience in resume package writing, so you’re in good hands with this bio writing company.

Their website states that they have rush services available, with the next day as an option. Their next day rush service is $250, while their two-day service is $150. This is a major “pro” for this company.

While you may need to contact them to confirm their availability, this is a great option for anyone in need of an executive bio on short notice. While they do not list testimonials or reviews directly on their website, there are customer reviews available on TrustPilot, which is linked on Resume Pilot’s page.

The Best for People Seeking a Career Change: Career Thinker

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For those who are looking to switch careers or gain experience in a different field, the job market can be daunting. A bio writing service can help you gain more confidence, and a one-on-one conversation with professional bio writers can help you learn how to better market yourself for a career change. For this category, we chose Career Thinker. We chose this company because they take a holistic approach to job searching and help you craft a brand around yourself that will be appealing to hiring managers.

We didn’t see any mention of multiple revisions on Career Thinker’s website. It appears that they provide a draft to their customers, which you can send back for revisions. Their turnaround time is between 5 and 7 business days, so plan ahead before you decide to contact this service. We didn’t see samples or testimonials available on their site, but there are Google and Facebook reviews you can read before you contact them.

How Do I Ultimately Choose my Bio Writing Service?

With quite a few options available to you, it’s difficult to make a decision when it comes to the best bio-writing company that works for you and your specific situation. There’s no one size fits all answer, and the company you decide to work with should suit you and your requirements.

This decision is completely based on your own needs and priorities. We all have different reasons for job hunting – whether you’re looking to make a career change, trying to negotiate a better salary and benefits package, or simply want to grow in your skills, a great bio writing service will be able to translate your wants and needs into an effective and engaging bio.

If you have a specific goal in mind, or if you’re hoping to break into a certain industry, scour different bio writing companies’ websites and find the service that works with people in your field. Different companies have different specialties, and you want to be sure that the service you choose has experience helping people in your chosen field.

Do your research, look through various websites, and read reviews. The best companies will have their reviews readily posted on their website, or they’ll provide links to reviews posted on Google or their Facebook page. We also think the sign of a great company is if they provide samples and resources. If the company you’re researching refuses to give you examples of their past work, don’t be afraid to walk away.

What Should Be Included in a Good Bio or Bio Service?

First, let’s discuss what goes into a good bio. Things might appear simple for this short-form piece of writing, but there’s a lot that goes into a great professional bio. A professional bio is about 5-10 sentences long and quickly gives people a good sense about your employment history and accomplishments. It’s best to think about your bio as an advertisement for yourself and what you can do for a company.

A good bio writing company should first and foremost seek to get to know you and understand how to present your job history to potential employers. Many companies will want to have a Zoom call, a face-to-face meeting, or a phone call to get to know you. This will enable them to craft the best professional bio for different websites and channels. Beyond this, we think bio writers should offer free revisions, samples upon request, and a range of testimonials. You should also ensure that the company provides transparent pricing options.

We also think you should consider a resume, cover letter, and executive bio package when you’re on the job hunt. Many of the best bio writing services take a holistic approach and will consult with you through a 30-minute phone conversation. Here, they’ll get to know you, your job history, your education, and what you’ve accomplished in your career. This will allow them to create an entire suite of materials that will make you stand out on the job market. While a bio is an important part of your career portfolio, a pristine resume and cover letter gives you an even greater chance of being noticed by hiring managers.

The Bottom Line: Why Super Star Resume is the Best Service

Out of all the different bio writing services we found, Super Star Resume stands out as the best. While some bio writing companies might specialize in executive writing services, real estate, IT, or other industries, Super Star Resume has a great command of different fields and showed a global reach across different cities and countries.

The services this company offers are comprehensive, ranging from an executive bio, to a resume, a cover letter, optimization for your LinkedIn profile, and 6 months of support. Many different companies will charge for every service they offer, but Super Star Resume offers comprehensive packages in addition to editing and coaching.

This company employs professional editors and writers and many of the materials are written by their lead resume writer, Steven Mostyn. Additionally, the different resources they offer on their website are free and valuable for anyone who wants to spruce up their bios, resumes, or cover letters. Most bio writing services will not offer free resources on their website or to potential clients, but Super Star Resume makes these articles available at no charge.

No matter where you decide to find your executive writing services, be sure to take your time and find the bio writing company that is best for you. A professional bio is a deceptively involved and important part of marketing yourself to potential employers, and it’s not to be dismissed. Many people read the bios you post on your LinkedIn, portfolio website, or other professional social media channels. Give them the best impression of yourself with an effective, concise, and comprehensive professional bio. You’ll be happy you did, and you’ll see the results quicker than you realize.

February 14, 2023February 21, 2023

5 Best Executive Resume Writing Services in 2023

Pen and name tag written with resume over wooden background

Executive resume writing businesses pride themselves on ensuring maximum customer satisfaction. A well written resume should increase the volume of interested calls from hiring managers. This equates to more interviews and ultimately improves the possibility of landing desired roles.

Most businesses provide more than one service. They’ll have specialist writer(s) who will create an engaging cover letter, an optimized LinkedIn profile, or an enthralling executive bio. Clients can decide whether to order one product or more.

In the table below are our top 5. We have assessed them on Process Efficiency, Ratings/ Reviews, Turnaround Time, and Good Value.

Super Star Resume

★★★★★

The Writing Guru

★★★★★

Career Steering

★★★★★

TopResume

★★★★★

Briefcase Coach

★★★★★

Why Do You Need an Executive Resume Writing Service?

1. Avoid Mistakes in your Job Search

An executive resume writer knows what will attract a hiring manager or what will cause them to call out “next!” They’ll also help their clients bypass the tripwire that causes most job seekers to stumble.

If you are unsure about your career direction, or whether you’ll want full time work, a resume writer will guide you.

2. Make ATS Robots Give the Green Light

Many hiring managers screen resumes using Applicant Tracking Systems (ATS). These systems compare keywords in your resume to those in the job description. If your resume lacks the necessary keywords, you will be omitted from the hiring process before a human even sees your application. A professional resume writer can help pinpoint appropriate keywords for your resume.

3. Spend More Valuable Time on Your Job Search

It can take days to create an eye-catching resume. It may take longer if your work history is complicated or you do not have strong writing skills. Hiring an executive resume writer will give you more time to network and prepare for interviews.

4. Get an Objective Viewpoint

It can be difficult to objectively assess your skills and experience. Having another set of eyes to look over your abilities and accomplishments gives you a more objective perspective. A resume writer can help you decide which of your strengths and skills should be highlighted and which should not.

5. Get a Matching Cover Letter and LinkedIn Profile

Many applications require cover letters and LinkedIn profiles. It can take time to create a well-written document that is tailored to each job you apply for. Both of these should be available from a resume writing service.

How Do You Find The Executive Writing Firm For You?

The answer may seem fairly straightforward. Surely it’s how you find any other service. All you have to do is type in your request into a search engine. And in just a few seconds it will come up with a slew of results. Just select the firm at the top of the search results.

If only things were that simple. Unfortunately, it doesn’t work every time. When choosing the firm for you, there are various aspects that you need to consider. Here are some points to think about:

What are the Company’s or Individual’s Credentials?
Do they have special HR or Resume Writing Accreditation?
What is their process? Will you be speaking to a human being over a video call, a freelance platform, a social networking site, or a chatbot over a website?
What is their Turnaround time?
What are their Reviews like?
Pricing: Can they fit your budget?

Here are our leading resume writing services:

Super Star Resume: Best Overall

5.0

★★★★★

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Super Star Resume is an Executive Writing Services company with offices all over the world. Its reputation has grown as a result of many satisfied clients landing jobs at Amazon, Google, Marriott, Bank of America, Oracle, Disney, and other companies. It also serves a diverse clientele, including graduates, entrepreneurs, IT, HR, education, marketing professionals, and more.

They are committed to exceeding their clients’ expectations by providing unlimited rewrites and ensuring 100% customer satisfaction. It has a dedicated team of HR experts, resume writers, and customer service professionals, and it is headed by CEO Steven Mostyn.

Steven and his team have earned a reputation as expert resume writers and world leaders in job-hunting strategies over the last 20 years.

More about Steven

Steven has an MBA in Human Resource Management from Centenary University. He is a LinkedIn Recruiter Recognized Expert and the author of three Amazon best-sellers on job search and recruitment tactics. Steven also owns a recruiting firm called Alpha IT Recruitment.

Process

Among the best features of Super Star Resume is that it is dedicated to meeting the needs of each client. It also has a highly personalized approach to customer service offering a free 1-on-1 in-take consultation.

Clients can choose to do an intake call or send their documentation directly including resume, a hyperlink to their LinkedIn, cover letter, or notes for an executive bio. In addition, they need to fill out a client assessment form. Clients are free to make any additional calls for no extra charge. Super Star Resume works with clients until they are satisfied with their work.

This enables it to truly understand the needs of its clients while tailoring and customizing resumes, cover letters, LinkedIn profiles, and Executive Bios. They offer unlimited rewrites with each order and a 100% satisfaction guarantee.

Ratings

Over the years, the majority of reviews on sites and platforms have consistently ranked Super Star Resume as one of the best in its industry. Clients often comment on Super Star Resume’s rapid turnaround times, high quality of work, as well as personal and attentive customer service.

Super Star Resume offers superb value. There are no limitations on emails or intake calls. They offer a 100% satisfaction guarantee and all pricing is relatively affordable in comparison to its competitors. The turnaround time is also very quick. All this results in exceptional customer satisfaction.

Turnaround Time

The turnaround time ranges between 24 and 75 hours, depending on whether the client orders a single or combination package.

Pricing

Prices range from $5 for a quick resume review to $750 dollars for a full combination package. All orders (other than the quick resume review) include:

A 1-1 exploratory intake call with a leading resume writing expert
Keyword Optimized Resume, LinkedIn, or both
A Cover Letter, Thank You Letter, or Executive Bio, or all three
All documents are edited by an experienced professional editor
Unlimited Rewrites on all documents

Executive Resume

Secured Payment
$799.99
1-on-1 Intake session with leading resume expert to customize your resume
Keyword optimized resumes designed to get interest from hiring managers and recruiters
All resumes are edited by a professional editor
Unlimited rewrites allowed, ensuring 100% customer satisfaction

Executive Resume + Cover Letter

Secured Payment
$899.99
Everything that is included in the “Executive Resume package”
Custom cover letter to help you get noticed by hiring managers and recruiters.
Engaging Cover letters that will get you the right attention
Unlimited rewrites allowed, ensuring 100% customer satisfaction

The Writing Guru

4.0

★★★★★

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Wendi Weiner, a professional writer with a background as a university professor and lawyer, founded The Writing Guru in 2010. Wendi has been recognized as a top executive resume writer and has been featured in publications such as HuffPost, Forbes, and Thrive Global.

The Writing Guru specializes in the creation of resumes, LinkedIn profiles, and cover letters for senior attorneys, seasoned executives, and C-suite and board members. Wendi oversees each project from start to finish and does not delegate work to other writers.

Process

Wendi reviews clients’ existing resume, a personalized questionnaire, and provides a one-hour meeting. She carefully crafts a resume which is tailored to clients goals and experience.

Wendi also creates a detailed cover letter that highlights their experience and achievements. She keeps each client updated throughout the process, and if necessary will request additional information over email or follow up calls.

Rating

The Writing Guru has received a 90/100 rating from https://www.findmyprofession.com. Besides that, The Writing Guru has attained 5/5 ratings from customers on Yelp. We have chosen the Writing Guru as our number two pick because of the attention given to clients and quality of work. However, turnaround time can be quite slow.

Turnaround Time

Projects are typically 15 to 20 hours in length and include more than three hours of coaching and counseling. The Writing Guru provides different tiered packages tailored to the type of client served. Because Wendi gives careful attention to her clients. This means that the turnaround time for a resume and cover letter package is between 14 to 21 days.

Pricing

The Resume Writing Guru offers two main packages described below:

C-Suite, General Counsel, BOD, International Execs

Standard Resume Package

$2,695

Executive resume which is inclusive of includes two rounds of revision
Unlimited email support is provided after the project is approved
A Master cover letter
Pre- and post-strategy calls

Premium Branding

$3,595

All Standard Resume Package features, a
Full LinkedIn profile optimization and a strategy call

Premium Branding Plus Bio

$4,995

All Premium Resume Package features,
C-Suite/Board Bio

Ultimate Branding

$8,495

All Premium Branding Package features includes:

Thank you letter,
Networking e-note letters,
One-page networking resume
Interview coaching call

Senior Executives, Executive Managers, Business Leaders

Standard Resume

$2,395

Executive resume
Two rounds of revisions
Unlimited email support (after the project is approved)
A master cover letter,
Pre- and post-strategy calls

Premium Branding

$3,095

All Standard Resume Package includes:

Full LinkedIn profile optimization
Strategy call

Premium Branding Plus Bio

$4,195

All Premium Resume Package includes:

C-Suite/Board Bio

Ultimate VIP Branding

$7,895

All Premium Branding Package includes

Thank you letter,
Networking e-note letters
One-page networking resume
Interview training call

Career Steering

4.0

★★★★★

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Rosa Elizabeth Vargas founded Career Steering in the early 2000s as a certified resume writer and career coach with a background as a senior level executive.

For the past ten years, the company has provided premium resume writing services to C-suite executives, general managers, and board-level leaders. It not only provides personalized, one-on-one resume consulting and writing, in addition to career branding services.

Process

Rosa creates all of her own resumes. One of her certified executive writing assistants handles the research, editing, and provisional preparation.

Rating

According to https://www.findmyprofession.com’s Career Steering Review, which took into account price and customer satisfaction, Career Steering received a 75/100 rating. Additionally, Google users have given Career Steering 4.8/5 ratings, which means It’s far better than average. We chose Career Steering because of its dedication to client experience.

Turnaround Time

The turnaround time for a finished resume is four plus weeks with back-and-forth consultation as necessary because clients work directly with Rosa. The introductory Career Steering package comes with a resume, cover letter, and a LinkedIn profile that is search optimized.

Pricing

Career Steering also offers a premium resume writing service for $1,695 that includes a one-hour resume branding and value proposition session, a career assessment personal branding questionnaire, two rounds of edits, and edit phone calls.

180° Career Acceleration Executive Branding

$2,295

Branded executive resume with tailored graphics comes in three formats: Word, PDF, and ASCII, LinkedIn profile and SEO optimization,
Position-customized cover letter comes in2 formats Word and ASCII
Job search handouts

270° Brand Reputation Executive Branding

$2,795

All 180° Career Acceleration Executive Branding Package includes:

Modern-looking bio with tailored graphics.
These come in three formats: Word, PDF, and ASCII

360° Career Steering Executive Branding

$3,995

All 270° Brand Reputation Executive Branding Package includes:

LinkedIn development and SEO optimization
Customized LinkedIn background
Sending out to a wide network of recruiters and venture capital firms
Personal branding networking resume or personal branding video
Thank-you letter
Unlimited email communications

TopResume

4.0

★★★★★

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TopResume was founded in 2014 and now employs over 1,200 writers, certified career coaches, recruiters, and seasoned human resource professionals with experience in over 65 industries.

Process

TopResume combines resume writers’ expertise with detailed feedback from resume-scanning technology, which screens applications based on keyword strength. This one-of-a-kind approach meets the satisfaction of hiring managers and ATS machines.

TopResume allows clients to submit a copy of their resume for a free review, which includes feedback on the layout, and how effectively it conveys their skills and expertise.

Rating

When compared to other resume writing services, TopResume’s average rating on Trustpilot is reasonable. Based on 9,951 reviews, they have a rating of 4.4 out of 5. A significant 11% of the reviews, however, are below average. Many reviewers comment on their resume’s poor quality. We chose TopResume as our number four pick because of its wide client base and its quicker than most turn around time.

Turnaround Time

The company’s writing team collaborates with each client to produce the first draft of a resume in about a week. Clients have another seven days to provide feedback and up to two rounds of revisions. This means that the process takes between one and two weeks to complete.

One of the TopResume team members then makes personalized recommendations for improvement. The company will rewrite a client’s resume if it is not rewritten within 60 days. Compared to other executive writing services, the process is relatively quick, lasting between one and two weeks.

Professional Growth

$149

Professionally written resume

Career Evolution

$219

Professionally written resume,
Tailored cover letter
Sixty-day interview guarantee

Executive Priority

$349

All Career Evolution Package features a LinkedIn optimization

Briefcase Coach

4.0

★★★★★

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Sarah Johnson is the CEO of Briefcase Coach and a former corporate recruiter and development professional. She assists executives in achieving their career objectives through creating professional resumes and offering career coaching.

It also serves graduates and non-executives. However, Briefcase Coach‘s main expertise is in current recruitment process trends and ATS software, with a focus on executives. It assists them with career branding, networking, interviewing training, and resume writing.

Process

Sarah will conduct a 60-90 minute intake and strategy call to start off the process. The goal of this session is to assist her in understanding each client’s strengths, objectives, and accomplishments. Sarah then spends 12 to 20 hours per resume creating a customized resume from scratch.

Rating

Briefcase Coach received an 85/100 rating. It also has attained a 4.9/5 rating on Google customer reviews. This is considered above average for the industry. Although this looks quite impressive, because of Briefcase Coaches narrow focus, we have selected them as our number five pick.

Turnaround Time

From consultation to the final draft, it can take up to seven business days. She also helps executives with cover letters and helps them to improve their networking, LinkedIn, personal outreach, and job search and interview skills.

Compact Briefcase

$1,500+

60-90 minute consultation,
Customized resume,
Tailored cover letter

Portfolio Briefcase

$2,000+

Two 30-minute job search coaching calls,
One-hour interview coaching call,
Executive bio,
Email and text assistance

Attache

$2,799+

LinkedIn profile branding,
One-hour mock interview (recorded),
Thirty minutes of LinkedIn skills consulting,
Email and text support

The Bottom Line

With so many executive writing services to choose from, you may find yourself scratching your head. Many businesses provide similar services. After all, their primary goal is to increase their client’s chances of success in the job market.

Executive resume writing services have never been more in demand. The world is still recovering from being rocked by COVID and economic events that have resulted in higher unemployment.

Our top five firms are those who we believe provide the best value, quality, and customer service. We chose Super Star Resume because of its commitment to achieving customer satisfaction, value for money, and personal attention to their clients’ needs. They also have a more diverse set of clients than many of their competitors.

February 9, 2023March 13, 2023

The 7 Best ERC Companies and Agencies for 2023

Hand holding colored tiles with the text "ERC"

The COVID pandemic hurt a lot of small and medium-sized businesses. To compensate, the government offers employee retention credit to inject funds into companies meeting specific requirements. Is your business missing out on some much-needed funds? Read on to learn about how employee retention credit works and the best ERC companies and agencies that offer amazing ERC services to use for getting that refund.

What is Employee Retention Credit?

Employee retention credit (ERC) is a tax credit available to businesses choosing to retain their employees during the COVID-19 pandemic. It is a refundable grant made possible by the Coronavirus Aid, Relief, and Economic Security (CARES) Act established in 2020.

In effect, companies affected by shutdowns or significant declines in gross receipts in 2020 and 2021 may be eligible for financial help from the government. Only small to medium-sized businesses can benefit from the package.

As part of a greater pandemic relief fund, employers can receive up to $26,000 per employee retained. It’s possible to collect up to $5,000 for each employee in 2020 and $7,000 per employee for the first three quarters of 2021. The amount your company is eligible for depends on qualified wages and any healthcare paid to your team.

The 7 Best ERC Services for 2023

Omega Accounting Solutions – Best Overall
Bottomline Concepts – Best for Medium Businesses
ERC Assistant – Best for Business Knowledge
ERC Specialists – Best for Maximizing Your Refund
Lendio – Best for Business Financing
Innovation Refunds – Best for Protecting Your Money
ERC Today – Best for Quick Processing

As we searched for the best ERC companies, we considered ERC tax credit, service costs, and the availability of bridge loans to keep the lights on. We also looked at the overall qualifying process for eligibility and the processing time to file your claim. Finally, we checked for other features that set each company apart.

Check here for a more detailed explanation of our methodology.

Omega Accounting Solutions

Not listed

Yes, financing in as little as three days

Free 10 minute consultation

Not Listed

Employee retention credit calculator

Bottomline Concepts

Based on your grant

Short form followed by a phone call or email

Not Listed

Quiz to see if you qualify

ERC Assistant

Not listed

45 seconds qualification quiz

Not Listed

Business owner knowledge

ERC Specialists

A portion based on the refund received

Detailed qualification questionnaire

Lightning-fast results

Team of payroll specialists

Lendio

15% of your refund

Yes, funds in as little as 24 hours

Simple eligibility questionnaire

Takes on average 25 days to file

Payroll system integrations, mobile app

Innovation Refunds

25% of your refund

8 minute online application

Not Listed

Audit protection, dedicated ERC refund agent

ERC Today

A portion based on the refund received

12 question initial application

1-2 weeks to file

Secure portal

Omega Accounting Solutions: Best ERC Company for Bridge Loans

Pricing: Not listed

★★★★★

4.6

Visit

Omega Accounting Solutions may not have control over the IRS, but the company processes everything quickly on its end. It starts with a free ten-minute consultation followed by a walkthrough for uploading your documents. The ERC services calculator gives you a good idea of how much you’ll receive when the time comes. If you can’t wait that long, Omega Accounting Solutions has bridge loans to keep you afloat.

Why we chose it: Omega Accounting Solutions has a fast application process where you’ll have a rough idea of how much you’re owed within minutes.

Offers bridge loans
Quick application process
Features an ERC calculator

Does not offer pricing information
Somewhat confusing setup
Smaller client base

Pricing: You won’t find any pricing details on Omega’s website. During your free consultation, be sure to inquire about the costs for your specific case.

Bridge Loans Available

Omega Funding Solutions is an offshoot of the parent company and offers bridge loans. The amount you’re eligible for depends on your expected ERC services refund amount at the time of filing. You won’t have to pay anything upfront and can see funds in as little as three days.

Qualifying Process

The qualifying process starts with a simple form on Omega Accounting Solutions’ website. If you qualify based on the initial questions, an agent will call you for a free ten-minute consultation.

Processing Time

There are only three simple steps Omega walks you through, assuming you meet the criteria. First, you’ll need to upload pertinent documents to the website. Afterward, company experts will calculate your refund and prepare the filing for you.

Other Features

Even before submitting your paperwork, Omega Accounting Solutions tempers your expectations with an ERC calculator for your team. There’s no need to pay a dime until you’re sure about what’s coming your way.

Bottomline Concepts: Best for Medium Businesses

Pricing: Based on your grant

★★★★★

4.7

Visit

Bottomline Concepts has a proven track record with ERC grants. They’ve worked with several well-known organizations like Rolex, GNC, and even the Boston Red Sox to reclaim funds lost to the COVID pandemic. Its team has a solid understanding of the grant process, earning back over $1.2 billion to date. Best of all, Bottomline Concepts only gets paid based on the amount it brings in for your company. There’s no risk of losing funds if you don’t qualify.

Why we chose it: Bottomline Concepts goes to work for you, maximizing your grant amount with its proven process.

Worked with several well-known companies
Over $1.2 billion in credits recovered
No risk for your business

Undisclosed pricing
Can take a bit of time to get a call back
Only contactable through online form

Pricing: Bottomline Concepts doesn’t reveal any pricing information on its website. You can rest assured that you only have to pay if the company earns some grant money for you.

Bridge Loans Available

There are no bridge loans available through Bottomline Concepts. If you need some funds to cover a gap in operations, you’ll have to turn to a bank or lending company.

Qualifying Process

On its website, you’ll find a short form you can use to see if you qualify. The series of questions are specifically formulated to determine eligibility, even if it’s for a shorter window than the program allows. Once finished, an employee from Bottomline Solutions will call you to continue the process.

Processing Time

Bottomline Concepts has a division dedicated to employee retention credits that serves a large audience of clients. The easy-to-follow process helps expedite your refund, although Bottomline Concepts has no control over how quickly the IRS processes your money.

Other Features

The team at Bottomline Concepts has an intricate knowledge of the ERC filing process. An easy-to-follow questionnaire ensures you qualify for a refund and defines precisely what you’re entitled to.

ERC Assistant: Best ERC Company for Business Knowledge

Pricing: Not listed

★★★★★

4.5

Visit

ERC Assistant consists of a crew of business owners who know the system well. After receiving over $1.5 million more than estimated, the team set out to get other ERC agency similar success. If you prequalify, ERC Assistant will set you up with the right firm so you can get what you deserve. Qualifying for your grant is a breeze, thanks to ERC Assistant’s 45-second questionnaire.

Why we chose it: ERC Assistant has the backing of business owners who have been through the process to get you the maximum refund for your company.

Formed by a team of fellow business owners
Accounting firm recommendations
Quick qualification process

No pricing information listed
Does not offer bridge loans
Results are not guaranteed

Pricing: Setting up your approval through ERC Assistant is free. The company does not share pricing information, but its cut depends on what you get back.

Bridge Loans Available

There are no bridge loans available through ERC services Assistant at this time. Its team hooks you up with the best firm to get your refund as fast as possible. If you need immediate assistance, you’ll need to look for a reputable lender.

Qualifying Process

You’ll know if you have a shot at a refund within 45 seconds, thanks to ERC Assistant’s quick qualifying process. If you meet the requirements, someone from the team will contact you for next steps.

Processing Time

Since ERC Assistant is not an accounting firm, it takes a little time to choose the right one for you. With the best firm in your pocket, filing tends to go more smoothly.

Other Features

ERC Assistant is run by other business owners, not employees in a stuffy office. They’ve been through the process and know exactly what it takes to get the biggest grant for your small to medium business.

ERC Specialists: Best ERC Company for Maximizing Your Refund

A portion of your refund

★★★★★

4.4

Visit

ERC Specialists enters the picture with decades of payroll experience already under its belt. Because employee retention credits come through payroll returns and not income taxes, this gives the team a leg up. As a result, the average business earns 10% to 20% more than someone less familiar with the program. Processing speed with ERC Specialists is through the roof, allowing you to get paid that much faster.

Why we chose it: ERC Specialists lives up to its name, averaging higher refunds than other companies in the industry.

Typically able to recover 10-20% more than other companies
Decades of payroll experience
Lightning-fast results

Unclear pricing fees
Lengthy qualification process
No loan options

Pricing: There’s no set rate for working with ERC Specialists, the amount you pay depends on your refund. It’s possible to pay after you receive your money or earn a discount for paying upfront.

Bridge Loans Available

While ERC Specialists has a lot to offer, it does not have bridge loans to take advantage of. If your company is hurting financially from the pandemic, consult a bank or lending institution for funding options.

Qualifying Process

A detailed and thorough questionnaire leads you through the qualification process. After completing the form, someone from ERC Specialists will contact you whether or not you are entitled to a refund.

Processing Time

ERC Specialists boasts a faster turnaround time due to a streamlined process. It usually takes a few weeks to review your paperwork and send you documents to sign.

Other Features

Most ventures offering assistance with employee retention credit don’t have the payroll knowledge necessary to maximize your grant. ERC Specialists has decades of experience in the space, allowing its team to understand the process fully.

Lendio: Best ERC Company for Business Financing

15% of your refund

★★★★★

4.4

Visit

Lendio stands out for the many ways it can finance your company so you can stay in top form. Whether you need money for equipment, accounts receivable, or something else, Lendio has something for you. In most cases, you’ll have cash in your hands within 24 hours. Rates for ERC processing are among the best out there, and a handy mobile app makes it possible to apply no matter where you may be.

Why we chose it: Lendio has a long list of financing opportunities for acquisitions, equipment, and general use to keep you in business while you wait for a refund.

Several financing options available
Competitive fees for ERC processing
Handy mobile app

Lengthy application times
Does not focus solely on ERC
Limited information on lenders

Pricing: There’s no fee for checking eligibility or applying for a refund with Lendio. When the time comes to receive your funds, the company takes a competitive 15% for its part of the process.

Bridge Loans Available

Lendio does bridge loans and then some. You can get general loans within 24 hours of applying with reasonable payback rates. The company also offers specialized loans with generous terms to help get your business to the next level.

Qualifying Process

Everything starts out simple enough with Lendio’s quick questionnaire. If you pass the test, an agent will reach out to help you complete the process.

Processing Time

There’s some lag when walking through the application process with Lendio. It takes on average 25 days to file your claim with the IRS. From there, you’re at the mercy of the government to get what’s owed you.

Other Features

Filling out paperwork can be a drag, so Lendio integrates with over 150 payroll applications to speed up the process. You can submit claims from your PC or make use of the excellent mobile app to apply from anywhere with an internet connection.

Innovation Refunds: Best ERC Company for Protecting Your Money

25% of your refund

★★★★★

4.3

Visit

File confidently through Innovation Refunds, where a team of tax attorneys scrutinize your employee retention credit paperwork. They don’t get paid until you do, and the network will defend their work should the IRS come knocking. Innovation Refunds assigns a dedicated ERC refund specialist to your claim so you’re not dealing with a computer algorithm. Fees may be on the higher side, but you’re left with no surprises.

Why we chose it: A power-packed team of tax attorneys and free audit protection ensure you get the most out of your refund while keeping those funds safe.

Team of tax attorneys to defend work
Dedicated ERC refund specialist
Audit protection at no extra cost

Takes 25% of your refund
Qualification process is longer than some
No options for loans

Pricing: Innovation Refunds will take 25% off the top of your employee retention credit for the work it puts in to earn you money. Since the company’s profit is tied to yours, you can rest knowing you’ll get the most possible. There are no hidden costs, so you’re aware from start to finish what you’ll pay.

Bridge Loans Available

To focus all its energy on getting you money, Innovation Refunds doesn’t provide bridge loans to cover gaps in your income. If you can’t hold on until your check arrives, look to your bank for financing options.

Qualifying Process

The claim process begins by seeing if you’re eligible for a grant and then sets out to get you the most money possible. Because of this, the form can take upwards of eight minutes to complete.

Processing Time

You’re dealing with a real person at Innovation Refunds, which also means actual business hours. Agents respond and work through claims quickly and efficiently, but they will take the time to ensure you get what you deserve.

Other Features

When you sign on to use Innovation Refunds, you’re put in touch with an actual agent who sees your claim through to the end. There’s no jumping from person to person or dealing with algorithms that make assumptions about your company. Once you receive your cash, Innovation Refunds protects you from audits at its own expense.

ERC Today: Best ERC Company for Quick Processing

A portion based on the refund

★★★★★

4.2

Visit

If you want to get a refund fast, ERC Today may be your best bet. Its system gets you through the filing process in as little as seven days so the IRS can process your claim. This is all ERC Today does, and they’ve become experts at working through the red tape without cutting corners. A secure client portal is in place to protect your sensitive information from the internet at large.

Why we chose it: ERC Today’s simple and flexible system can have you filing claims in as little as seven days.

Faster processing times
Dedicated to employee retention credits
Secure application process

No bridge loans for businesses
Nontransparent fees
Doesn’t link up with your payroll system

Pricing: ERC Today doesn’t give a clear picture of how much it takes from your refund as a cost of doing business. The filing process is free, and you’ll find out along the way how much the company plans to keep.

Bridge Loans Available

As a specialist in getting you a refund, ERC Today doesn’t dabble in bridge loans or other extra perks. Its goal is to get you money as quickly as possible by expediting your filing.

Qualifying Process

A 12-question initial application stands between you and knowing whether or not you qualify for a grant. Once given the okay, you’ll get access to a secure portal for uploading your documents.

Processing Time

From start to finish, it takes ERC Today approximately one to two weeks to get your claim over to the IRS. Alongside having one of the fastest processing times, it’s also one of the most accurate.

Other Features

ERC Today has program experts ready to help you with your claim without having to deal with slowdowns from your payroll company. Everything you need to submit passes through a secure portal so you know your information is safe.

Methodology for the Best ERC Companies

ERC companies are popping up left and right, but that doesn’t mean each one works the same way. We used the following criteria when picking out the best ERC agency you can use to file a claim and earn that refund:

Pricing: A check for employee retention credit does little good if the processing company takes every last penny. To the best of our ability, we identified these costs so you can plan ahead.
Bridge Loan Availability: If you’re hurting from lost revenue due to the COVID-19 pandemic, a bridge loan can hold you over until the government hands you an ERC check. We looked for ERC agency offering such loans so you can keep everything in-house.
Qualifying Process: Not everyone is eligible for employee retention credits, much to our dismay. A simple qualification process can tell you upfront whether you can submit a claim and the approximate amount you can collect. We studied the time it takes to reach this determination so you can get back to your business.
Processing Time: No company can change how long the IRS takes to process your claim. Quicker processing times can get your documentation in front of the government faster and in theory lead to money in your pocket in less time. We strove to find companies with quick turnarounds.
Other Features: All ERC companies have the capability to get you a refund, but some offer additional perks to really stand out. We made sure to cover these features and how you can use them.

Best ERC Companies Frequently Asked Questions (FAQs)

Want to learn more about ERC companies and the filing process? This FAQ may have the answers you’re looking for.

Are ERC companies legit?

The ERC companies on our list are all legitimate organizations known for processing employee retention credit claims. We can’t speak for other companies out there, but most likely some of them are out to cheat businesses of their money.

How much do companies charge to do ERC?

Expect companies to take somewhere between 20% and 30% of your refund for processing and filing your ERC paperwork. While this is a significant chunk of change, you need to weigh the time it takes to submit paperwork against how much you’re slated to receive.

What is the ERC deadline?

The deadline to file for an employee retention credit for 2020 is April 15, 2024. Filing for 2021 ends one year later, on April 15, 2025.

How long does it take to get a refund from ERC?

At the time of writing, it takes the IRS around five months to process a submitted claim. This only holds true if all your documents are correct the first time around, something an ERC company will help with.

Bottom Line

It’s a breath of fresh air knowing you may be entitled to funds from the government for shutdowns during the COVID pandemic. Unfortunately, the process to submit and receive that money is long and convoluted.

Best ERC companies can step in to facilitate the process so you get the correct amount of money in the fastest time possible. Bottomline Concepts takes our top spot, but any one of the companies on our list could provide you with excellent ERC services.

Best Business Bank Accounts by State

Below you will find an interactive U.S map that can help you locate and compare different banks and financial institutions that offer business accounts in your area.

February 2, 2023March 21, 2023

7 Best Banks for Small Business in Washington for 2023

Bank customers making transactions at the bank counter in a banking hall

No Washington-based small business is complete without a bank account to manage your finances. With so many options, choosing the perfect one for your organization isn’t easy. We’ve picked out the seven best banks for small businesses in Washington so you can make an educated decision and get back to what you do best.

Best Banks for Small Businesses in Washington

Bluevine – Best Overall Bank for Small Businesses
Capital One – Best Bank for Digital Transfers
Axos Bank – Best Bank for Low Fees
U.S. Bank – Best Bank for Checking Accounts
Novo – Best Bank for E-Commerce
Chase Bank – Best Bank for Branch Locations
Umpqua Bank – Best Bank for Local Banking

Our Methodology

As we selected our favorite Washington banks, we looked at fee schedules and balance requirements needed to maintain accounts for free. We also considered interest rates and ease of use across the board. Finally, we paid attention to mobile banking accessibility and functionality.

You can find a more detailed explanation of our methodology here.

Bluevine

$4.95 per cash deposit, $2.50 for out of network ATM fees, $15 for outgoing wires

2.0% APY

Pay vendors by wire or check, schedule payments, manage cash flow

Capital One

$15 for checking (waivable), $3 for savings (waivable)

$15 per incoming domestic wire, $25 for outgoing domestic wire, fee for excess cash deposits

0.20% APY

$2,000 for checking, $300 for savings

Access credit card accounts,
transfer money,
deposit checks,
access bank statements,
access to CreditWise service

Axos

$5 (waivable) for savings

$35 for outgoing wire transfers, $25 returned check fee

0.20% APY

$2,500 on savings account

Pay bills, analyze spending patterns, monitor accounts

U.S. Bank

$4 (waivable) for savings

$0.50 fee for transactions after the first 125, fees at out of network ATMs, overdraft fee

0.01% APY

$500 for business savings

Transfer funds, view documents, find branch/ATM locations, manage cards

Novo

$35 for outgoing wire transfers, $27 insufficient funds charge

0% APY

Pay bills, analyze spending patterns, monitor accounts

Chase

$15 for checking (waivable), $10 for savings (waivable)

$25 to $40 for wire transfers, $0.40 per transaction (after first 20)

Up to 0.02% APY

$2,000 for checking, $1,000 for savings

Fraud monitoring, card control, pay and transfer, view offers

Umpqua Bank

$10 for checking (waivable), $3 for savings (waivable)

$30 to $50 for outgoing wire transfers, $0.20 for cash deposits after the first $10,000

0.01% APY

$1,000 for checking, $200 for savings

Custom reminders and alerts, funds transfer, monitor cash flow, bill payments

Bluevine: Best Overall Bank for Small Businesses in Washington

Up to 2.0% APY

★★★★★

4.7

Visit

Bluevine Review

Bluevine breaks the mold with its impressive 2.0% APY on a checking account. This rate far exceeds the national average and eliminates the need for separate savings. There’s no minimum deposit to get started, no minimum balance requirement, and zero monthly fees. Beware cash deposits that, at $4.95, can quickly eat through your funds.

Why we chose it: Bluevine steals the show with few fees, an excellent interface, and incredible interest rates all rolled into one checking account.

High interest rates
Very few fees
No minimum deposit required

No business savings account
No ATM reimbursement
Fee for cash deposits

Fees

With a bit of luck, you can use Bluevine indefinitely without ever running into a fee. A business checking account is free to open, and there are no hurdles to jump through to maintain it. You’ll find fees at out-of-network ATMs, during outgoing wire transfers, and any time you make a cash deposit.

Interest Rates

A 2.0 APY is largely unheard of unless you lock money away in a CD or use a money market account with a high monthly balance requirement. Bluevine hands you the keys to the rate without asking for anything in return. Note that funds up to $100,000 accrue interest, whereas anything beyond that does not.

Minimum Balance

Even if you’re just starting out, you’ll never have to worry about keeping up with a monthly balance. You’re free to make payments or transfer funds without ever being penalized for your account balance dropping too low.

Access to Mobile Banking

Bluevine works much the same whether you’re using a computer or on mobile. Downloading the app on your Android or iOS device gives you access to money transfers, payment options, and all the account management tools you’ll ever need. Being able to monitor cash flow from anywhere helps keep your mind at ease.

Capital One: Best Bank for Small Businesses in Washington for Digital Transfers

0.20% APY

★★★★★

4.6

Visit

Capital One Review

Where most banks charge for digital transfers, Capital One lets you perform as many as you need for free. Should you overdraft an account during the process, the bank doesn’t hit you with an unsightly fee. If that wasn’t enough, anyone joining now can take part in high promotional interest rates for the first year. Capital One may not have a ton of locations in Washington, but an excellent mobile app more than makes up for it.

Why we chose it: Capital One does away with digital transfer limits and overdraft fees so you can move around money without fear.

Unlimited monthly digital transfers
High promotional interest rates
Does not charge overdraft fees

Limited physical locations
Monthly account fee
Out-of-network ATM fees

Fees

It costs $15 per month to keep your Capital One business checking account up and running, lest you meet the criteria to waive the fee. The same holds true for business savings accounts, although requirements are even simpler. Otherwise, you’ll encounter fees with wire transfers or cash deposits beyond $5,000.

Interest Rates

Currently, Capital One’s promotional interest rate for its business checking account is 0.20%. Once you sign up, you’re locked into the high APY for at least 12 months. The bank states its promotional rate can change at any time, but this rate has held strong since 2020.

Minimum Balance

Keeping an average balance of $2,000 over a 30 or 90-day window will remove Capital One’s $15 service fee. Savings accounts similarly require a $300 minimum each month should you desire to avoid the $3 monthly charge.

Access to Mobile Banking

Capital One holds no punches with its top-rated mobile app. Mobile deposit, bill pay, and digital transfers are all innately available. You can build an automatic savings plan for extra funds or keep track of your credit score through CreditWise.

Axos Bank: Best Bank for Small Businesses in Washington for Low Fees

0.20% APY

★★★★★

4.5

Visit

Axos Bank Review

Fees with Axos Bank are few and far between. There’s no cost for opening an account, maintaining it, or for the mast majority of the features Axos provides. The bank reimburses you for all domestic out-of-network ATM withdrawals and pays you back for your first two wire transfers each month. In all your excitement, be careful not to overdraft an account and incur the wrath of an insufficient funds fee.

Why we chose it: Axos Bank has a nearly nonexistent fee schedule and reimburses you for most of the charges you encounter while doing business.

Minimal fees
Cash deposits allowed via MoneyPass and AllPoint ATMs
ATM and wire reimbursements

Limited integrations
Below average CD rates
Significant returned check fee

Fees

Your Basic Business Checking account has no monthly fee, and other fees are few and far between. Savings accounts charge at least $4 per month if you can’t keep a minimum balance. Wire transfers are normally $35, but you’ll get two for free each new billing cycle. Returned checks will cost you $25 each time, and you can get hit with several charges on the same day.

Interest Rates

Savings and money market accounts have 0.20% APY from $0 to $5,000,000. If you can build up to a Business Interest Checking account, it’s possible to earn 1.01% interest on funds up to $50,000.

Minimum Balance

You’re required to have $2,500 tucked away in savings each month to waive the $5 service fee. Business Interest Checking lists a $5,000 minimum to do the same.

Access to Mobile Banking

Axos lets you manage your business funds wherever you are through mobile banking. At any time, you can check account balances, deposit checks, or automate bills right from your phone. Through the app, you can also analyze your spending habits and tighten up expenses.

U.S. Bank: Best Bank for Small Businesses in Washington for Checking Accounts

0.01% APY

★★★★★

4.4

Visit

U.S. Bank Review

U.S. Bank has five business checking accounts available for small businesses. These range from a basic account with a $0 monthly maintenance fee to a premium account with interest as your business grows. The bank also offers a number of merchant services for dedicated business types, such as restaurants or retail. Thousands of branch locations dot the country, with some located in larger Washington cities.

Why we chose it: U.S. Bank has a number of checking account options that appeal to all types of small businesses.

Multiple checking account options
Specialized merchant services for restaurants, retailers, and service providers
2,400 branch locations

Charges for overdrafts
Relatively low APY
Only locations in 28 states

Fees

Getting started with a Silver Business Checking account means no monthly fees but limitations on transactions. Other plans have waivable service charges as long as your small business can keep up with balance requirements. Savings accounts start at $4 per month, but you can take away this charge with some planning.

Interest Rates

U.S. Bank savings and money market accounts feature 0.01% APY regardless of how much you have in your account. The Platinum Business Money Market offers bonus rates as high as 3.50%, but you’ll have to keep a lot of money in your account. While there’s an interest-bearing checking account, the rate’s even lower at 0.005%.

Minimum Balance

It takes $500 in your business savings account to negate the service fee there. The Silver Business Checking account has no such requirement, but higher-tier plans do. Balances also affect your interest rate if you have one of the top money market accounts at your disposal.

Access to Mobile Banking

U.S. Bank makes mobile banking even easier with voice prompts to simplify tasks. The mobile app integrates with Zelle and also features check deposits and bill payments. Built-in controls offer complete control over your credit card and even allow you to set up a digital wallet.

Novo: Best Bank for Small Businesses in Washington for E-Commerce

0% APY

★★★★★

4.4

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Novo Review

Look no further than Novo if you’re running an e-commerce business. The fintech melds perfectly with sites like Shopify, Etsy, and Amazon to track transactions and keep you apprised of your finances. An excellent mobile app makes it easy to keep tabs on everything while on the go. For even better control, you can drop funds into reserve accounts and follow spending that way.

Why we chose it: Touting seamless integrations for your favorite online apps, Novo is a great option for e-commerce businesses.

Works with a long list of e-commerce apps
Reserve accounts for fund management
Great mobile app

Fee for overdrawn accounts
Branches are primarily in the Miami area
No savings options

Fees

Novo is nearly fee-free from beginning to end. However, there are charges for outgoing wire transfers. If not careful, you may also find yourself paying $27 for insufficient funds. Novo refunds all ATM fees, so you’re good whether you use something in network or not.

Interest Rates

For all Novo does offer, it does not contain any sort of savings account. The result is no option to accrue interest on any of your money.

Minimum Balance

Because Novo has no monthly service fee, there’s no need to come up with a minimum balance each month. You’ll want to have enough in there at any given point so you don’t end up with a charge for insufficient funds.

Access to Mobile Banking

Novo’s e-commerce presence rolls over into its impressive mobile app. There, you can make use of the fintech’s reserve buckets or receive payouts from major online platforms. It’s even possible to download the app and open your account with little more than an EIN.

Chase: Best Bank for Small Businesses in Washington for Branch Locations

Up to 0.02% APY

★★★★★

4.3

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Chase Review

There are nearly 200 Chase branch locations throughout Washington from Spokane to Seattle. Even with such a large state, chances are you’re not too far from in-person assistance. If you sign up for a business account now, Chase is willing to throw in a $300 bonus for good measure. Although there is a monthly fee, you’ll find several possible ways to remove it.

Why we chose it: Chase has more locations than any other bank in the state of Washington, making it an excellent choice for those seeking in-person treatment.

Nearly 200 branch locations in Washington
Multiple ways to waive the monthly maintenance fee
$300 sign-on bonus

Monthly maintenance fees
Only 20 free transactions per month
Minimal APY

Fees

You can remove Chase’s $15 maintenance fee one of three ways. Doing so requires a $2,000 minimum daily balance, $2,000 in net purchases from a Chase Ink business card, or by receiving $2,000 in deposits from Chase QuickAccept. Removing fees with savings only requires a linked checking account. There are also fees for wire transfers and transactions after your first 20.

Interest Rates

Small businesses joining Chase for the first time earn 0.01% APY on a standard checking account. If you have extra funds, it’s possible to earn up to 3.50% interest through CDs.

Minimum Balance

A $2,000 minimum balance is just one of the ways you can avoid paying a monthly fee on your checking account. To earn the $300 sign-on bonus, you’ll need to deposit this within your first 30 days with Chase and maintain it for at least the next 60.

Access to Mobile Banking

Chase’s mobile app lets you set and manage alerts for transactions and account limits so you don’t end up with too little in savings or checking. You can use your phone to transfer money, receive deposits, or locate the branch or ATM closest to you.

Umpqua Bank: Best for Small Businesses in Washington for Local Banking

0.01% APY

★★★★★

4.3

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Umpqua is traditional NorthWest banking at its best, serving local communities with several available business accounts. Each of these have monthly fees, but Umpqua allows you to waive charges by keeping funds at a certain level. The bank is generous with check and cash deposits, allowing significant amounts of each before you run into charges.

Why we chose it: Umpqua Bank is a local favorite, serving Washington and neighboring states for over 70 years.

Several business accounts to choose from
$10,000 in free cash deposits per month
Waivable monthly fee

Lower than average APY
Not popular outside of the West Coast
High wire transfer fees

Fees

Small businesses are likely to start with Community Business Checking and Savings accounts, which charge $10 and $3 per month for maintenance. Your first 200 deposited checks and $10,000 in cash deposits are free each month, which should be ample for most. Wires are best avoided, since a single outgoing transfer can set you back upwards of $50.

Interest Rates

All of Umpqua’s introductory tiers are attached to 0.01% APY, which is a bit on the lower side. The best you can do at present is 0.15% with higher tier accounts and large minimums.

Minimum Balance

You’ll need a minimum of $1,000 in a Community Business Checking account to work around posted monthly fees. The bank’s introductory savings account is a bit more forgiving, requiring only $200 to negate fees. Balances can also affect your interest rate as you work up the ladder.

Access to Mobile Banking

The Umpqua Bank mobile app connects you to your accounts where you can view statements and send money from place to place. Creating alerts allows you to be notified the moment conditions you set are met. It will also point you to the nearest banking location or ATM.

Methodology for the Best Bank for Small Businesses in Washington

We sorted through a long list of factors when choosing the best bank for small businesses in Washington. When the dust settled, we deemed these the top considerations as we made our decisions:

Monthly Fees: We like to use banks to earn money and facilitate transfers, not make monthly payments. Therefore, our favorite banks either had zero monthly fees or came with easy ways to waive them.
Additional Fees: Financial institutions can nickel and dime you for a number of things, including transactions, deposits, and wire transfers. While no bank is completely devoid of fees, it was important that the ones we chose make it as easy as possible to avoid them.
Interest Rates: There’s nothing wrong with a bank paying you back a little for using your money. High interest rates can boost your bottom line and make a difference in your financial standing.
Minimum Balance: When you don’t have a lot of money to invest, banks like to charge maintenance fees to keep your account open. In many cases, you can waive those fees by meeting a minimum balance requirement. For our list, we made sure none of these were out of reach for even the smallest business.
Access to Mobile Banking: Mobile banking apps are a necessity in this day and age. Some banks don’t seem to be aware of this or still have archaic systems in place. Our picks each have excellent mobile tools you can use as long as you have internet access.
Ease of Use: In our assessment, we checked how easy it was to open a bank account and use all available features while enrolled. For banks with branch locations, we took note of locations in Washington and how accessible each one is.

Best Bank for Small Businesses in Washington Frequently Asked Questions (FAQs)

Want to learn more about the best banks for small businesses in Washington? This FAQ may have the answers you’re looking for.

What is the most popular bank in Washington state?

Chase Bank wins out with more branch locations than any other in Washington. Umpqua’s local presence holds a special place in the Evergreen State, but many online banks are becoming increasingly popular.

Is a local bank better for small business?

Local banks have a footprint in the community and often know how to serve small businesses in the area. Should you desire to expand out of state, these local institutions may not have the reach to go with you the way a national or online bank would.

Should I use a different bank for my LLC?

There’s no reason to use a different bank for your LLC. However, it’s a great idea to use a business bank account for your LLC to separate personal and company expenses. If caught up in a lawsuit, having a unique account for your business can keep your personal assets safe.

Do you need a tax ID to open a business bank account?

Yes, you do need a tax ID to open a business bank account. Sole proprietorships and single-person LLCs can get by with a social security number. Businesses with any number of employees require an employer identification number (EIN) for tax purposes.

Bottom Line

The best banks for small businesses in Washington keep fees and balance requirements to a minimum while offering loads of cool features to take advantage of. They also add in interest rates and additional perks for good measure. Bluevine takes the number one spot in our book, but we believe any of the banks on our list could serve you well.

Best Business Bank Accounts by State

Below you will find an interactive U.S map that can help you locate and compare different banks and financial institutions that offer business accounts in your area.

January 31, 2023March 21, 2023

7 Best Banks for Small Businesses in Pennsylvania for 2023

Businessman checking bankbook in his office

7 Best Banks for Small Businesses in Pennsylvania

Your Pennsylvania-based business isn’t complete without a business bank account. However, choosing the perfect one for your organization can be quite the daunting task. To save you time, we identified the best business bank accounts in Pennsylvania you can use right now to help your company grow.

Best Banks for Small Businesses in Pennsylvania

Bluevine – Best Overall Bank for Small Businesses
Capital One – Best Bank for Digital Transfers
Axos Bank – Best Bank for Online Banking
PNC Bank – Best Bank for ATMs
U.S. Bank – Best Bank for Low Fees
Chase Bank – Best Bank for Lending
Citizens Bank – Best Bank for Customer Service

Our Methodology

When selecting the best banks for small businesses in Pennsylvania, we looked at fee schedules and minimum balance requirements for keeping maintenance charges at bay. We also studied interest rates and how accessible mobile banking happens to be. Finally, it was important that each bank be easy to use both at set up and throughout your banking journey.

You can find a more detailed explanation of our methodology here.

Bluevine

$4.95 per cash deposit, $2.50 for out of network ATM fees, $15 for outgoing wires

2.0% APY

Pay vendors by wire or check, schedule payments, manage cash flow

Capital One

$15 for checking (waivable), $3 for savings (waivable)

$15 per incoming domestic wire, $25 for outgoing domestic wire, fee for excess cash deposits

0.20% APY

$2,000 for checking, $300 for savings

Access credit card accounts,
transfer money,
deposit checks,
access bank statements,
access to CreditWise service

Axos

$5 (waivable) for savings

$35 for outgoing wire transfers, $25 returned check fee

0.20% APY

$2,500 on savings account

Pay bills, analyze spending patterns, monitor accounts

PNC Bank

$12 (waivable) for savings and checking

Fees for excess transactions, out of network ATM use

Varies by region (0.01% to 0.03% APY)

$500 for checking, $2,500 for savings

Bill pay, cash flow insights, access to merchant services, PINACLE

U.S. Bank

$4 (waivable) for savings

$0.50 fee for transactions after the first 125, fees at out of network ATMs, overdraft fee

0.01% APY

$500 for business savings

Transfer funds, view documents, find branch/ATM locations, manage cards

Chase

$15 for checking (waivable), $10 for savings (waivable)

$25 to $40 for wire transfers, $0.40 per transaction (after first 20)

Up to 0.02% APY

$2,000 for checking, $1,000 for savings

Fraud monitoring, card control, pay and transfer, view offers

Citizens Bank

$4.99 (waivable)

$0.50 fee for each excessive transaction, $39 overdraft fee

Up to 0.02% APY

$500 for savings account

Custom business alerts, check balances, transfer funds, find branch locations

Bluevine: Best Overall Bank for Small Businesses in Pennsylvania

Up to 2.0% APY

★★★★★

4.7

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Bluevine Review

Most banks don’t put interest rates on checking accounts, but Bluevine breaks the mold. Not only does its checking account have 2.0% APY, it blows the average rate out of the water. Because of this, the fintech company doesn’t offer any account specifically for savings. You also won’t find many fees and don’t have to worry about a minimum deposit when signing up.

Why we chose it: Bluevine sets the bar high with minimal fees, an intuitive layout, and a generous interest rate on a checking account.

High interest rates
Very few fees
No minimum deposit required

No business savings account
No ATM reimbursement
Fee for cash deposits

Fees

It’s possible to handle almost all of your banking with Bluevine and never come across a single fee. There’s no monthly cost to maintain your account and thousands of MoneyPass ATMs around Pennsylvania you can draw money from for free. You will see a $4.95 charge every time you go to make a cash deposit, so use this feature sparingly.

Interest Rates

A 2.0% APY is unheard of even on most savings accounts, and Bluevine offers it here on the money you keep in checking. Funds up to the $100,000 mark accrue this interest, but the fintech draws the line there. Anything you have beyond this amount doesn’t receive any interest at all.

Minimum Balance

Bluevine doesn’t require a minimum balance to open an account and will never charge you a fee if your balance falls below a certain amount. Small businesses can start with a lot or few funds and take advantage of the interest rate right away.

Access to Mobile Banking

Your mobile device becomes an extension of Bluevine’s web features through the app. You can use the software to pay bills by wire, check, or set up a payment to go out in the future. It’s a great tool for managing your funds, depositing checks, and transferring money between bank accounts.

Capital One: Best Bank for Small Businesses in Pennsylvania for Digital Transactions

0.20% APY

★★★★★

4.6

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Capital One Review

Whether you’re making payments or sending money to another account, Capital One allows unlimited digital transactions each month. The bank also looks away should you overdraft an account while moving money from place to place. Perks continue with a high promotional interest rate you can savor for at least a year. A strong online presence makes up for the lack of branch locations in the state.

Why we chose it: Capital One won’t slow your business down with unlimited digital transactions and overdraft forgiveness.

Unlimited monthly digital transactions
High promotional interest rates
Does not charge overdraft fees

Limited physical locations
Monthly account fee
Out-of-network ATM fees

Fees

Capital One checking and savings accounts have waivable monthly fees to contend with, but the demands aren’t too extreme. You’ll also run into charges for incoming and outgoing wire transfers, making unlimited digital transactions that much sweeter. Your first $5,000 in cash deposits each month is free, but it costs $1 for every $1,000 deposited after that.

Interest Rates

When signing up, you’ll receive a guaranteed promotional interest rate on your savings account for the first year of use. At the time of writing, Capital One offers 0.20% APY on funds up to $5 million.

Minimum Balance

It takes a $2,000 average balance over a 30 or 90-day window to eliminate the monthly fee on Capital One’s Basic checking account. Savings works the same way, requiring $300 each month to remove service fees there.

Access to Mobile Banking

The Capital One mobile app comes with a virtual assistant to notify you of unusual transactions or potential fraud. It’s also perfect for tracking spending and making all those transactions you do each month. If you’re eyeing a big purchase, the app shares your credit score and ways to keep it in a good range.

Axos Bank: Best Bank for Small Businesses in Pennsylvania for Online Banking

0.20% APY

★★★★★

4.5

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Axos Bank Review

Axos is a great online banking option, keeping an intuitive layout and easy-to-use tools. Fees are few and far between, with reimbursement options for those you can’t work around. The bank links up with both MoneyPass and AllPoint ATMs around the country for cash deposits and withdrawals. New business owners can even capitalize on a $200 welcome bonus.

Why we chose it: Axos makes banking easy no matter where you are with free checking, ATM reimbursements, and unlimited item processing.

Free online banking
Cash deposits allowed via MoneyPass and AllPoint ATMs
Minimal monthly fees

Limited integrations
Below average CD rates
Significant returned check fee

Fees

Your Axos Bank small business checking account does not have monthly maintenance costs and will reimburse both domestic ATM fees and your first two domestic wires each month. If you use checks, the first set of 50 is also free. Outgoing wires after your first two cost $35 apiece, and the bank will charge $25 for any returned checks. There is a $5 monthly service charge for upkeep on an Axos savings account, but you can avoid this with careful planning.

Interest Rates

Axos users will earn 0.20% APY through any of its available savings accounts. This interest is flat across all balances. The bank does offer an interest-based checking account starting at 1.01%, but it quickly diminishes the more you have stored in there.

Minimum Balance

Standard checking for small businesses has no minimum balance requirements, but all other Axos accounts do. You must maintain $2,500 in your savings account to remove the monthly fee. The Business Interest Checking account has a $5,000 minimum balance to skirt around any service fees there.

Access to Mobile Banking

The Axos app lets you link all your accounts to check funds at a glance. It’s easy to pay bills, deposit checks, or transfer funds from one place to another. With a swipe, you can follow your transaction history, analyze spending patterns, and learn where your money flows.

PNC Bank: Best Bank for Small Businesses in Pennsylvania for ATMs

Varies by region (0.01% to 0.03% APY)

4.4

★★★★★

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PNC Bank has a huge presence across the United States, either owning or partnering with more than 60,000 ATMs for fee-free access. Over 300 branches reside in Pennsylvania alone, making it a popular choice even if you have no plans to leave the state. The bank allows 24 hours to remedy overdrafts before assigning you a fee, and new members receive a $200 sign-up bonus just for joining.

Why we chose it: With over 300 branches in the Keystone State, you can rest assured good service and ATM access is never far away.

Over 60,000 fee-free ATMs in the US
$200 sign-up bonus
24-hour overdraft protection

High overdraft fee
APY varies by region
Must call or visit a branch to open an account

Fees

Both PNC Bank’s basic checking and savings charge $12 for account maintenance but have wildly different measures to waive them. You can make do with a minimum balance in your checking account to avoid the fee, but you can also make purchases with a credit card or generate monthly deposits. The only way to do away with costs on a money market account is by keeping a certain balance.

Interest Rates

Interest rates are unclear from PNC’s website and can vary considerably from region to region. In Pennsylvania, you’re likely to earn somewhere between 0.01% and 0.03% if you use a money market account. You’ll have to visit the nearest branch location to learn specifics, but you need to pay them a visit to open an account anyway.

Minimum Balance

You only need to keep a $500 balance in PNC’s business checking account to steer clear of maintenance fees. Money market accounts aren’t so unforgiving, mandating a $2,500 minimum throughout the month to remove fees there.

Access to Mobile Banking

ATMs and branches are everywhere, but you’re still in luck even if you’re not near one. The mobile banking app allows for card services and all the income and expense management you’ll ever need. You can also link up to PINACLE, offering additional services to help your business thrive.

U.S. Bank: Best Bank for Small Businesses in Pennsylvania for Low Fees

0.01% APY

★★★★★

4.4

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U.S. Bank Review

It’s not difficult to bank with U.S. Bank completely for free if you play your cards right. There’s no charge for opening or maintaining a checking account, and you can transfer and withdraw funds fee-free from in-network ATMs. Branch locations tend to hang out in the big cities but exist strategically in the heart of Pennsylvania as well. The bank also has a list of merchant services for specific industries you can take advantage of.

Why we chose it: With all but nonexistent fees, U.S. Bank doesn’t nickel and dime you just for running your business.

Nearly nonexistent fees
Specialized merchant services for restaurants, retailers, and service providers
2,400 branch locations

Charges for overdrafts
Relatively low APY
Only locations in 28 states

Fees

U.S. Bank’s Silver Business checking doesn’t have a service fee, but there is a $4 waivable monthly charge for keeping a savings account. Other fees come from out-of-network ATMs, overdrafting your account, or making an abundance of transactions each month.

Interest Rates

You won’t make a fortune off U.S. Bank’s interest rates. All but one savings plan has just 0.01% APY for excess funds you can spill over from your checking account. There is a Platinum Business Money Market account with bonus rates as high as 3.50% if you can manage the high balance requirements.

Minimum Balance

How much you keep in your checking account is entirely up to you. U.S. Bank’s package for small businesses does not have minimum requirements to negate a monthly fee. The same isn’t true for basic savings, where you’ll need at least a $500 balance. It takes $25,000 to tap into the high interest rates from the Platinum Money Market account.

Access to Mobile Banking

Stay up to date with your balances and transactions from your phone with the U.S. Bank mobile app. In addition, you can transfer funds and set alerts about account activity you want to keep an eye on. It’s also possible to view your credit score or find the U.S. Bank location nearest you.

Chase: Best Bank for Small Businesses in Pennsylvania for Lending

Up to 0.02% APY

★★★★★

4.3

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Chase Review

Chase is a large financial institution with a long list of business services to help your business out. These include lending options to secure a large purchase or help you weather an untimely setback. Although there are monthly fees on all Chase products, you can work around them through one of several methods. Business owners also receive a $300 bonus for becoming a member by meeting certain criteria.

Why we chose it: Chase puts its best foot forward with several loan and line of credit options alongside other stellar business services.

Several loan and line of credit options
Up to $300 sign-on bonus
Multiple ways to waive the monthly maintenance fee

Monthly maintenance fees
Only 20 free transactions per month
Minimal APY

Fees

Chase places monthly service fees on all its accounts but includes several ways to waive them. Small businesses will likely introductory checking and savings, charging $15 and $10, respectively. Fees can get a bit out of hand if you do a lot of transactions, though. Only your first 20 each month come at no cost.

Interest Rates

New business owners starting out with Chase will accrue somewhere between 0.01% and 0.02% APY with a savings account. Certificates of deposit can go as high as 4.00% if you have enough time and money.

Minimum Balance

A $2,000 minimum balance is all it takes to negate the service fee on your Chase business checking account. In lieu of that, you can make $2,000 in purchases on business cards or receive $2,000 in deposits through Chase QuickAccept. A savings account requires $1,000 in your account or a linked business checking account to remove fees there.

Access to Mobile Banking

The Chase mobile app utilizes Chase QuickDeposit and ChaseQuickPay to get funds where they need to go quickly. You can also set alerts in case balances run too low or transfer money anywhere in the United States. There are well over 100 Chase branches and ATMs in Pennsylvania, and the app will help you find the closest one.

Citizens Bank: Best Bank for Small Businesses in Pennsylvania for Customer Service

Up to 0.02% APY

★★★★★

4.2

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Look no further than Citizens Bank’s customer service page for department-specific phone numbers and a well-documented FAQ page. The website also has forms and documents so you don’t have to hunt around for the right one. A lack of monthly fees or balance requirements makes basic checking a strong bank account option for LLCs, partnerships, or sole proprietors.

Why we chose it: Citizens Bank puts your business first with excellent customer service and hundreds of branch locations to choose from.

Excellent customer service
Over 250 branches in Pennsylvania
No monthly maintenance fee on some accounts

Low interest rates
High overdraft fees
Some accounts charge ATM fees

Fees

Citizens Bank accounts come with a hefty $39 overdraft fee, best avoided at all costs. The business savings account has an avoidable $4.99 monthly charge, automatically waived for the first four months of membership. Otherwise, ensure you don’t perform more than 200 transactions each billing cycle to avoid fees there.

Interest Rates

Interest rates aren’t really Citizens Bank’s strong point. You’ll earn 0.01% with savings and graduate to 0.02% if you upgrade to a money market account. Even available CDs average 0.03% APY for the duration of each term.

Minimum Balance

Small businesses will likely choose free business checking, meaning balances only come into play with savings accounts. You only need a $500 average daily balance with business savings, but this number jumps to $2,500 if you want perks from a money market account.

Access to Mobile Banking

Citizens Bank recently revamped its mobile banking app with a new interface and a boost in security. The added protection allows you to move money and make payments wherever you happen to be. New features include access to the document center and debit card management tools.

Methodology for the Best Banks for Small Businesses in Pennsylvania

In our methodology section, we make clear all the factors we used when picking out the best banks for small businesses in Pennsylvania. These ended up being our top considerations:

Fees: Fees are pretty self-explanatory and can be a real drag when you’re trying to make money. We made sure all our banks either have no monthly fee or at least a reasonable way to avoid it. Similarly, we opted for bank accounts you can use fee-free with a little foresight.
Interest Rates: Earning interest on your finances may not make you rich, but it can cover an unavoidable fee or go towards a business expense. It’s harder than ever to find bank accounts with high interest rates in our current market, but we tried to find ones that at least meet the national average.
Minimum Balances: Even if your small business has a steady source of income, distributing those funds between multiple accounts can be a challenge. If an account has a minimum balance requirement, you may be unable to float cash around as freely as you’d like. We looked for bank accounts with low minimum balances to allow for more flexibility.
Access to Mobile Banking: Few people in our day and age live without a smartphone. The rest of us rely on these gadgets for many aspects of our lives. We wanted to make sure each of our best business bank accounts in Pennsylvania had the same functionality you can find anywhere else. It was also important to make sure no features got locked away behind paywalls.
Ease of Use: Ease of use covers everything from setting up your account for the first time to day-to-day interactions. Some banks require lengthy in-person visits, while others allow you to join with little more than your EIN. As you use the website, mobile app, or in-person services, we checked on availability, accessibility, and just how much a small business can do.

Best Banks for Small Businesses in Pennsylvania Frequently Asked Questions (FAQs)

Want to know more about opening a bank account for your Pennsylvania business? This FAQ answers common questions about the subject.

What type of bank account is best for small business?

A business checking account is the best option for a small business. They facilitate payments, money transfers, and offer ways for you to manage your funds.

What is the most popular bank in PA?

In terms of locations and deposits, PNC Bank is the most popular. Citizens Bank and Chase also have significant coverage, but online banks frequently make use of thousands of ATMs across the state.

Should I use a local bank for a small business?

There are pros and cons to using a local bank with your small business. If you’re brick and mortar, a local institution may know your area and can serve you accordingly. Larger banks cover a wider range for business expansion, and you can access online banks from literally anywhere.

Do I need a business bank account for LLC?

A business bank account is crucial for an LLC. While you’re not legally required to have one, an account specifically for business purposes keeps your personal and business funds separate. In the event of a lawsuit, you’ll need this barrier to make the most of limited liability.

Bottom Line

The best banks for small businesses in Pennsylvania have a healthy mix of low fees, access to mobile banking, and are easy to use. Additionally, they offer incentives like interest rates or business services to keep finances running smoothly. We believe Bluevine is the best of the bunch, but any of the banks on this list should work well with your small business.

Best Business Bank Accounts by State

Below you will find an interactive U.S map that can help you locate and compare different banks and financial institutions that offer business accounts in your area.

January 31, 2023February 15, 2023

5 Best Business Bank Accounts for Sole Proprietors in 2023

If you think that your bank account is simply a place used to store your earnings, think again! By selecting the best business bank accounts for sole proprietors with the right rewards, digital banking tools, and affordable fee structure, you can effectively grow your savings while making the financial management of your business a whole lot easier.

Best Business Bank Accounts for Sole Proprietor

Lili – Best Overall
Bluevine – Best for earning interest
Novo – Best for rewards
LendingClub – Best for savings
Bank of America – Best for financial management

Methodology Summary

While the size of your income may be important, maximizing your profit also depends on your ability to limit your expenses, which is why we chose to focus on bank accounts that offer affordable fees. We also focused on banks with competitive interest rates to help you grow your savings.

Other important factors were online features that help you to not only keep on top of your transactions but also optimize the financial management of your business as well as rewards programs and other money-saving benefits.

Lili

$0 for basic
$0 for Pro

$0 in-network
($2.50 out-of-network)

Up to 1.5%

Tax optimizer
Receipt scanner
Multiple app integrations
Invoicing software
Prefilled Schedule C
Automated expense reports

Bluevine

$0 in-network; $2.50 out-of-network

2.0%

Automated bill payments
Quickbooks integration
Sub-accounts
Mobile check uploads

Novo

$0 (unlimited reimbursements)

N/A

0% for check deposits; cash deposits not available

Invoicing software
Multiple app integrations
Automated budgeting
Virtual debit card
Apple Pay and Google Pay

LendingClub

$10; waived with $500 account balance

$0 (unlimited ATM rebates for both withdrawals and deposits)

Up to 1.5%

Mobile check deposits
Financial report generation
Invoicing software

Bank of America

$29.95 or $0 if waived

$0 for withdrawals

From 0.01% upwards

Free for first $20,000 in deposits, then $0.03 per $100 deposited

Cash flow monitor
Digital financial assistant
Zelle payments
Quickbooks integration

Lili: Best Overall

4.7 stars on Trustpilot

★★★★★

5.0

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Lili Review

In order to reach your potential as a sole proprietor, you’ll want a reliable, user-friendly bank so that you can focus less on mundane banking tasks and more on growing your business. Over 85% of Trustpilot users have awarded Lili five-stars, with much praise being directed at the user-friendly layout of its online banking platform and app.

Why we chose it:

In addition to making banking easy, Lili’s intuitive digital features such as its invoicing platform and tax optimizer help to streamline your tax filing and payment system. What’s more, its low fees, cashback rewards, and the competitive interest rate of its savings account mean that account holders receive benefits across the board, thereby earning Lili the title of best business bank account for sole proprietors overall.

No overdraft fees
Cashback rewards
Tax optimizer
Built-in invoicing
Expense categorization
Receipt scanner
Third-party app integrations

Lili Pro required for cashback and APY

Fees

While the basic account has no monthly fee, the Lili Pro account costs $9 per month. What’s particularly useful about Lili, however, is that no matter what account you have, there are never overdraft fees.

ATMs within the MoneyPass Network provide free cash deposits and withdrawals, while out-of-network withdrawals and deposits cost $2.50 per transaction. Although Lili does not allow wire transfers, this does not pose an obstacle as unlimited inbound ACH transactions and up to $60,000 of outbound ACH transfers per month can be performed, both of which are free of charge.

Interest

While the checking account does not offer interest, Lili does offer a savings account for all clients that can earn up to 1.5% APY.

Important to note, however, is that in order to qualify for this rate, you’ll not only have to be a Lili Pro account holder but also transfer at least $1 per day from your checking account to your savings account.

Digital Banking Features

Lili’s Tax Optimizer is designed to maximize the efficiency of your tax filing. While its write-off tracker categorizes expenses and determines their eligibility for tax write-offs, it also automatically generates quarterly and yearly expense reports and provides a prefilled Schedule C to make tax preparations easier.

Should you already have existing accounting software, then Lili can still come in use. This checking account is capable of multiple app integrations, including to accounting software such as Xero and Quickbooks, while its receipt scanner enables you to capture any expenses not incurred through your checking account. Lili also provides built-in personalized invoicing software.

Rewards

Through Lili’s cashback rewards program, you can enjoy discounts and cashback from a range of participating merchants. This program is provided through Visa SavingsEdge, meaning that beneficiaries are eligible to receive benefits from all retailers that are part of the SavingsEdge network.

Although this benefit is only open to Lili Pro account holders, the potential benefits far outweigh the $9 monthly fee that you’ll pay for a Pro account.

Bluevine: Best for earning interest

Earn 2.0% interest

★★★★★

4.9

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Bluevine Review

As a sole proprietor, maximizing your profit is a priority. By offering a relatively high 2% interest rate and low fees, the Bluevine business checking account helps you do just that. Add Bluevine’s business lending options and you’ll have all the tools you need to elevate your financial performance.

Why we chose it:

While this checking account’s decent interest rate and low costs help you to safeguard and grow your savings, it also provides several online tools to optimize your financial management, including automated bill payments and integrations with Quickbooks accounting software. Add in this checking account’s easy sign-up process and multiple lending options and you have a business bank account that provides perks across the board.

2.0% interest rate
Automated bill payments
Quickbooks integration
Zero monthly and transfer fees
Sub-accounts
No in-network ATM fees
No overdraft fees

No invoicing software
No rewards programs

Fees

In addition to no monthly maintenance fee and no overdraft fees, Bluevine also offers zero fee withdrawals at in-network ATMs as well as free cash deposits at ATMs that are a part of the Green Dot Network. Out of network ATM fees are $2.50 per transaction.

While outbound domestic wire fees cost $15, inbound wires are free. Although Bluevine does not allow international wires, you can perform ACH transfers at no cost. Check deposits are also free; simply upload a photograph of the check to the mobile app.

Interest

Offering up to 2.0% interest, the Bluevine business checking account provides one of the best interest rates of any business checking account. It’s important to note, however, that in order to qualify for this rate, you’ll need to either spend at least $500 per month on your Bluevine debit card or receive $2,500 per month in customer payments to your Bluevine account.

Digital Banking Features

Available from Bluevine’s online banking platform and mobile app, Bill Pay enables you to set up one-time or recurring payments, track expenses, and sync them with Quickbooks accounting software so that you have less work to do during tax season.

Bluevine also enables you to create up to five sub-accounts to make it easier for you to budget for your expenses.

Rewards

Although Bluevine does not provide an in-house reward program, its Bill Pay feature is geared to enabling you to maximize your credit card rewards by providing you the ability to pay all of your bills by credit card.

Novo: Best for rewards

Get access to $4,000 in savings

★★★★★

4.8

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Novo Review

With a wide range of popular app integrations, invoicing software, and its Reserves feature for automated budgeting, Novo is designed to optimize the management of your business. What’s more, rewards for business software such as Quickbooks, HubSpot and Google Cloud enable you to manage your business more efficiently while saving money in the process.

Why we chose it: Aside from automating your financial management tasks, this business checking account offers up to $4,000 in rewards benefits as well as free ATM transactions and $5,000 in fee-free processing when customers pay you via Stripe, thereby cutting your costs and getting you more for your money.

Free domestic and international ACH transactions
Unlimited ATM fund reimbursements
$4,000 in rewards
Built-in invoicing
Multiple app integrations
Automate fund allocation with Reserves

No APY
No cash deposits

Fees

Novo carries no monthly fee and requires no minimum deposit to open an account. Check deposits are performed by scanning checks with the Novo mobile app and carry no associated fees.

Fees from ATM withdrawals come with unlimited fee reimbursements, however, cash deposits via ATM are not possible. Instead, you would have to purchase a money order from a third-party vendor. This checking account only allows account holders to receive wire transfers and not send them, it does offer free ACH transfers as an alternative.

Interest

Currently, Novo’s business checking account does not offer an APY. It does, however, help you safeguard your savings through a range of rewards and perks.

Digital Banking Features

Novo’s banking site and mobile app offer app integrations with accounting platforms Xero and Quickbooks as well as popular eCommerce platforms such as Amazon, eBay, and Etsy, thereby helping to streamline your sales and accounting processes.

Reserves is a feature that enables you to create multiple sub-accounts and set up automatic fund allocation, thereby automating your budgeting. Novo also comes with invoicing software that automates payment transactions from the submission of an invoice to clients to the arrival of the funds in your account.

The mobile app also comes with a virtual debit card and is Apple Pay and Google Pay enabled.

Rewards

With up to $4,000 in rewards, one of Novo’s most attractive perks for sole proprietors is that it provides up to $5,000 in fee-free card processing when clients pay you via Stripe.

If you use Quickbooks accounting software, this checking account gives you a 30% discount on your first six months using any Quickbooks package. You also receive discounts for business software such as Google Cloud, HubSpot, Constant Contact, and Gusto.

LendingClub: Best for savings

Earn interest while enjoying cashback rewards

4.8

★★★★★

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With LendingClub’s Tailored Checking account, you receive the rare opportunity to earn an APY of up to 1.5% while earning 1% cash back on all qualified purchases, thereby providing you with the ability to both grow your savings and cut your business expenses simultaneously.

Why we chose it:

Aside from its favorable interest rates and cash back rewards, LendingClub provides numerous online banking features to boost the efficiency of your business. This includes Autobooks, LendingClub’s invoicing software with a built-in payment portal, digital check deposits via the mobile app, and integrations with Mint, QuickBooks, and Quicken to streamline your financial management

1% cashback on all qualifying purchases
Unlimited ATM fee rebates
Mobile check deposit
Built-in invoicing software
Mint, QuickBooks, and Quicken integration
Free ACH transactions

$500 balance required to waive monthly fee
High requirements to be eligible for cashback

Fees

While the Tailored Checking account carries a monthly fee of $10, this fee is waived for accounts holding more than $500. There is no minimum monthly balance, however, nor are there ACH transfer fees.

LendingClub offers unlimited ATM rebates, meaning that you’ll be reimbursed for all ATM withdrawals and cash deposits that you perform, with the unique advantage of this benefit applying to all ATMs, regardless of vendor. Check deposits made through the mobile app are free, while wire transfers cost $18 domestically and $40 internationally.

Interest

With an APY of up to 1.5%, LendingClub offers one of the more high-yielding business checking accounts available. To earn the maximum interest rate, however, your account will need to hold $100,000 or less.

Digital Banking Features

LendingClub’s online banking site and mobile app both offer account holders the ability to generate financial reports that can be used for accounting purposes, thereby making tax filing easier. Another advantage of the mobile app is that account holders can deposit checks simply by uploading a photo.

The Tailored Checking account provides clients with free access to Autobooks — LendingClub’s digital invoicing software. This platform enables you to send digitally secure invoices to customers, track their status, and receive next-day payments directly to your account.

Rewards

With this business checking account, you’ll receive 1% cashback on all qualified purchases made with your LendingClub debit card. It is important to note, however, that in order to qualify for this benefit, you will either need to have an average monthly balance of at least $2,500.00 or receive $2,500.00 in direct deposits.

Bank of America: Best for financial management

On-demand small business services

4.7

★★★★★

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Bank of America Review

If you’re looking for a business bank account with the means to help you improve the management of your business, then Bank of America’s Business Advantage Relationship Banking account is worth a look.

From its digital financial assistant and Zelle integration to complementary financial consulting services, this checking account is geared towards helping you grow your business.

Why we chose it:

Bank of America offers a wide range of digital tools to help sole proprietors optimize their business, including its cash flow monitor that tracks and categorizes account activity as well as its team of small business specialists that provide on-demand business management consultations.

Zelle secure payments
Cash flow monitor
On-demand small business specialists
Free savings account
Free second checking account

Not mobile friendly
High monthly fee
High requirements to join Prefered Rewards for Business

Fees

Carrying a monthly fee of $29.95, account holders can waive this fee if they have combined account balances of $15,000 or become a member of the bank’s Preferred Rewards for Business program. As a result, this account is better suited to those sole proprietors in a stronger financial position.

This account allows free ATM withdrawals at Bank of America ATMs as well as free cash deposits for the first $20,000, after which a fee of $0.30 per $100 deposited will apply. Regular ACH transactions are free, while next-day transfers cost $10 and same-day transfers cost $25.

Interest

While interest rates on this checking account as well as the Bank of America Advantage Savings account start at 0.01%, they can be boosted significantly if you sign up for the Prefered Rewards program.

With Prefered Rewards, you can receive an interest rate boost for your savings account ranging from 5% to 20% of your existing APY depending on your tier. It’s important to remember that, as a Business Advantage Relationship Banking customer, a savings account will be free to open.

Digital Banking Features

Bank of America’s cash flow monitor enables you to not only track your ongoing transactions but also receive cash flow projections, thereby allowing you to determine if your business is on the right track. Erica, BoA’s digital financial assistant, can be instructed to perform transactions on your behalf so that you don’t have to.

This checking account comes with Zelle, a fast and secure money transfer platform, and can be integrated with Quikcbooks to make your accounting easier. Bank of America also has a team of dedicated small business specialists to provide account holders with any guidance they may need in managing their business.

Rewards

Bank of America’s Preferred Rewards for Business provides a range of rewards for those who are eligible to join, such as waiving fees including monthly maintenance fees and inbound wire transfers. Beneficiaries also enjoy between 25%-75% rewards bonuses on participating credit cards, a 5% to 20% interest rate boost on Business Advantage Savings accounts, complimentary financial analysis with Merril, and discounts on loan interest rates.

One drawback, however, is that in order to qualify for this program, you’ll need to have a three-month combined average daily balance of $20,000 in your BoA accounts.

Methodology for the Best Business Bank Account for Sole Proprietors

Fees: as a sole proprietor, cutting your expenses is crucial to maximizing your profit margin. For this reason, we looked for checking accounts with the lowest banking fees including monthly fees, ATM fees, and other transactions.
Interest: Although your business may earn you the bulk of your income if not all, generating a passive income through interest means that you earn more without having to put in extra work.
Digital Banking Features: In order to help you focus on running your business, we looked at banks that provide digital tools to help make administrative, financial, and tax tasks as easy as possible.
Rewards: Benefits such as rewards programs can provide you with cash savings, complimentary products, and special offers aimed at saving you money, allowing your profit margin to grow as a result.

Sole Proprietor Business Checking Account Frequently Asked Questions (FAQs)

Are you still unsure about which bank account is best for a sole proprietor like yourself? Perhaps these answers to common questions can make your decision clearer!

What type of bank account is best for a small business like a sole proprietor?

Although there are several options, a basic business checking account is an ideal solution for sole proprietors due to its flexibility. Not only do such checking accounts allow you to easily pay bills, accept payments, and deposit and withdraw funds, but they also provide unlimited access to your funds, which is not always the case with savings accounts.

Should I open a separate bank account for my sole proprietorship?

While not a legal requirement, this is a good idea as it will allow you to keep your business expenses separate from your personal ones, making your life a lot easier when you have to organize your finances for tax season.

Can I open a bank account as a sole proprietor?

Although they may have a different legal standing to LLCs, it is possible to open a business bank account as a sole proprietor. With banks such as Bank of America and Lili, this simply involves submitting your Business Employer Identification Number (EIN) or your social security number if you don’t have one. Here’s how you can open a business bank account using your EIN.

Bottom Line

Whether your priority is to open a bank account with rewards such as Novo and Lili, financial management services such as Bank of America or LendingClub, or a high interest rate such as Bluevine, it’s crucial to open a bank account that separates your business from your personal affairs.

Not only does this make the financial management of your business easier, but it also enables you to receive benefits that will help you maximize your profit margins.

Best Business Bank Accounts by State

Below you will find an interactive U.S map that can help you locate and compare different banks and financial institutions that offer business accounts in your area.

January 25, 2023February 15, 2023

7 Best Business Bank Accounts for Online Sellers in 2023

a man trying holding his ATM card shopping online on his laptop

The best business bank accounts for online sellers offer a blend of low fees, intuitive tools, and features to make your e-commerce company thrive. Whether you’re new to the space or experienced in e-commerce, having the right bank account can make a huge difference. This article covers our seven favorites and our reasoning behind each choice.

Best Business Bank Accounts for Online Sellers

Bluevine Business Checking – Best Overall Bank Account
Axos Bank Basic Business Checking – Best for Online Banking
Novo Business Checking – Best for E-commerce
Capital One Basic Checking – Best for Digital Transfers
U.S. Bank Silver Business Checking – Best for Lending
Lili Business Banking – Best for Startups
Chase Business Complete Banking – Best for Business Services

Our Methodology

When selecting the best business bank accounts for online sellers, we first looked at both monthly fees and costs for using other services. We then considered minimum balance requirements for small businesses and how accessible mobile banking options are. Finally, we identified extra features that make an account stand out and how easy the entire account is to use.

You can find a more detailed explanation of our methodology here.

Bluevine Business Checking

$4.95 per cash deposit, $2.50 for out of network ATM fees, $15 for outgoing wires

Pay vendors by wire or check, schedule payments, manage cash flow

2.0% APY, online payments, multiple subaccounts

Axos Bank Basic Business Checking

$35 for outgoing wire transfers

Pay bills, analyze spending patterns, monitor accounts

ATM reimbursements, first 50 checks free, Quickbooks integration

Novo Business Checking

$27 overdraft fee

Create, send, track invoices, check deposits, connect business tools

Reserve accounts, invoice tracking, virtual debit card, free incoming wires

Capital One Basic Checking

$15 (waivable)

$15 per incoming domestic wire, $25 for outgoing domestic wire, fee for cash deposits

$2000

Access credit card accounts,
transfer money,
deposit checks,
access bank statements,
access to CreditWise service

Unlimited digital transfers, overdraft coverage, $5,000 in free cash deposits

U.S. Bank Silver Business Checking

$0.50 fee for transactions after the first 125, fees at out of network ATMs

Pay bills, analyze spending patterns, monitor accounts

$2,500 in free cash deposits, 125 free transactions

Lili Business Banking

$2.50 for out of network domestic ATMs, $5 for international

Drop funds in tax buckets, invoicing, online payments, transfers

Tax optimization software, fast enrollment, smart mobile banking

Chase Business Complete Banking

$15 (waivable)

$25 to $40 for wire transfers, $0.40 per transaction (after first 20)

$2,000

Fraud monitoring, card control, pay and transfer, view offers

$5,000 in no-fee cash deposits, long list of business services

Bluevine Business Checking: Best Overall Best Business Bank Account for Online Sellers

Monthly Fees: $0

★★★★★

4.7

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Bluevine Business Checking Review

Bluevine’s Business Checking account isn’t like most others, offering 2.0% APY on funds up to $100,000. The account itself is pretty self-sufficient, so Bluevine doesn’t provide any savings account to complement it. There’s no minimum deposit required to start your account and no monthly service fees to watch out for. If you happen to deal with cash, beware high costs for cash deposits.

Why we chose it: Bluevine’s lack of monthly fees and high interest rate on a checking account make it our top business bank account for online sellers.

High interest rates
Very few fees
No minimum deposit required

No business savings account
No ATM reimbursement
Fee for cash deposits

Fees

There’s never a monthly fee with Bluevine’s Business Checking account whether your balance is low or high. As an online seller, chances are you won’t have to worry much about the $4.95 charge for depositing cash into your account. When withdrawing funds, use one of Bluevine’s affiliated ATMs lest you incur a $2.50 fee for out-of-network machines.

Minimum Balance

You don’t have to meet any initial deposit requirement when starting your membership, nor do you have to keep a certain amount to avoid fees. The 2.0% APY is good on funds up to $100,000, so anything over this balance does not accrue any interest.

Access to Mobile Banking

All of Bluevine’s features spill over into its mobile app. You can seamlessly switch between your computer and mobile device on the fly and not miss a beat. This includes viewing your account, money transfers, and fast bill pay options. Going one step further, the app also lets you deposit any checks you may receive straight from your phone.

Extra Features

Few checking accounts are interest-bearing, but the Bluevine Business Checking account breaks the mold with its 2.0% APY. Users can also make and track online payments coming in and going out to your vendors. Through subaccounts, it’s easy to set aside funds for a rainy day or a big purchase.

Axos Bank Basic Business Checking: Best Business Bank Account for Online Sellers for Online Banking

Monthly Fees: $0

★★★★★

4.6

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Axos Bank Basic Business Checking Review

You can do all your online banking with Axos completely for free, thanks to minimal fees and reimbursement options for those that do exist. New business owners can even add $200 to their account just for signing up. Perks extend to cash deposits at any MoneyPass or AllPoint ATM nationwide. Be sure not to overstress your account, as returned check fees are quite high.

Why we chose it: Axos is online banking at its best, allowing unlimited item processing, no minimum balance requirements, and reimbursements on ATMs and wire transfers.

Free online banking
Cash deposits allowed via MoneyPass and AllPoint ATMs
Minimal monthly fees

Limited integrations
Below average CD rates
Significant returned check fee

Fees

Banking with Axos is all but fee-free. There’s no monthly service fee, unlimited domestic ATM reimbursements, and the bank will even cover two domestic wire fees per month. Outgoing wires are $35 otherwise, but returned item fees can be as high as $75 per day if you’re not careful.

Minimum Balance

Axos Bank has no minimum deposit requirement when signing up, nor a monthly balance to fight back a monthly service fee. You will need an average monthly balance of $2,500 for the first 60 days to qualify for the $200 cash bonus.

Access to Mobile Banking

All the tools on Axos’s mobile app are fast, secure, and completely free. At a glance, you can see the status of your Basic Business Checking account or any savings account you’ve opened along the way. Through your mobile device, you can also track your spending patterns to identify areas to shore up funds.

Extra Features

If you prefer to pay by check, your first 50 are free with Axos bank. All its software is QuickBooks compatible for tax and money management, and you have unlimited item processing. Reimbursements for wires and ATMs are a vital way to save money, and Axos’s ATM network is extensive.

Novo Business Checking: Best Business Bank Account for Online Sellers for E-commerce

Monthly Fees: $0

★★★★★

4.5

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Novo Business Checking Review

Novo has you covered whether you use Shopify, Etsy, or some other e-commerce site to do your online selling. The banking platform has dozens of native integrations to help your business grow. Many of these apps offer exclusive perks to Novo users as well. Setting up a business bank account for your LLC or sole proprietorship takes mere minutes, and reserves allow you to drop funds into buckets for payroll, taxes, and the like.

Why we chose it: Novo’s Business Checking account marries well with popular e-commerce tools for a comprehensive online experience.

Works with a long list of e-commerce apps
Reserve accounts for fund management
Great mobile app

Fee for overdrawn accounts
Branches are primarily in the Miami area
No savings options

Fees

Novo flashes a ton of zeros across its fee schedule. There are no penalties for low monthly balances, and even incoming and outgoing wire transfers are free. You’ll get hit with a $27 fine each time you have insufficient funds for a transaction, however.

Minimum Balance

Although Novo recommends starting with at least $50, you don’t need a minimum deposit to enroll. Thanks to the lack of service fees, there’s no amount of money you need to keep in your account at any time. Always make sure you have enough for transactions, so you don’t have to deal with overdraft fees.

Access to Mobile Banking

You can use Novo’s small business checking app to connect with your favorite business tools. This allows you to receive payouts from the major e-commerce platforms you already use. From your phone, it’s also possible to use Novo reserves to separate funds for upcoming expenses.

Extra Features

It’s rare to find a bank account with free incoming and outgoing wire transfers, but Novo rises to the challenge. The banking platform has built-in invoice tracking tools and reserve accounts to juggle funds.

Capital One Basic Checking: Best Business Bank Account for Online Sellers for Digital Transfers

Monthly Fees: $15 (waivable)

★★★★★

4.5

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Capital One Basic Checking Review

Online sellers rely on digital transfers, and Capital One Basic Checking doesn’t limit how many you can do per month. You’ll never have to worry about penalties for receiving funds from your ever-growing number of e-commerce buyers or making payments to vendors for additional supplies. There are no overdraft fees even if you pull too much from your account, and a large network of ATMs gives access to money as you need it.

Why we chose it: Capital One’s unlimited free digital transfers allow you to send and receive funds as often as you need to.

Unlimited digital transfers
Does not charge overdraft fees
Large ATM network

Limited physical locations
Monthly account fee
Out-of-network ATM fees

Fees

Capital One’s Basic Checking does have a $15 monthly fee, but you can waive this with a bit of planning. Try to avoid incoming and outgoing wire transfers as much as possible, since these cost $15 and $25 per transaction. It’s free to deposit up to $5,000 in cash each month if your business happens to receive any.

Minimum Balance

If you want to remove the maintenance fee on your Basic Checking account, you’ll need to keep an average balance of $2,000 over the previous 30 or 90 days. Otherwise, your balance has no bearing on your account.

Access to Mobile Banking

Through the mobile app, you can deposit checks, pay your bills, or make digital payments with the help of Zelle. It also makes account management easier, whether you only have a checking account or opt for a savings plan as well. The CreditWise feature lets you see your credit score and offers tips to keep it as high as possible.

Extra Features

It’s hard to top unlimited digital transfers on your Capital One Basic Checking account. Overdraft protection is also a huge win, especially if you don’t have a ton of funds to work with every month. You can set up an account quickly with little more than an EIN and be up and running in a matter of hours.

U.S. Bank Silver Business Checking: Best Business Bank Account for Online Sellers for Lending Options

Monthly Fees: $0

★★★★★

4.3

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U.S. Bank Silver Business Checking Review

You may not have a brick-and-mortar location, but having lending options at your fingertips can help take your business to the next level. Lines of credit and loans are both available for small and large purchases with repayment rates to match your available funds. U.S. Bank also has business services for payroll, fraud protection, and more to maximize your assets. While online-friendly, the bank also has over 2,400 branch locations for in-person visits.

Why we chose it: With a mix of minimal fees, specialized services, and a long list of lending options, U.S. Bank Silver Business Checking really speaks to online sellers.

Lending to fit your needs
Specialized business services for online sellers
2,400 branch locations

Charges for overdrafts
Low free cash deposit amount
Only locations in 28 states

Fees

U.S. Bank’s Silver Business Checking doesn’t charge a monthly fee for use, although many of the bank’s savings accounts do. There are fees for transactions after your first 125, and you’ll want to use U.S. Bank ATMs as much as possible to steer clear of out-of-network charges.

Minimum Balance

There are no balance requirements to dodge monthly service fees with Silver Business Checking. It’s free to open and use, no matter your balance when you open an account.

Access to Mobile Banking

Manage and pay all your bills from your phone with the U.S. Bank mobile app. You can also link up a digital wallet to pay when out and about or lock your credit card should it go missing. There’s even an option to deposit checks or send and receive money with Zelle.

Extra Features

The biggest perks for the U.S. Bank Silver Business Checking account are add-on business services for your account. These include fraud protection, payroll services, and tools for cash management. You can also benefit from $2,500 in free cash deposits and 125 free transactions each billing cycle.

Lili Business Banking: Best Business Bank Account for Online Sellers for Startups

Monthly Fees: $0

★★★★★

4.3

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Lili Business Banking Review

With Lili Business Banking, you can have an account up and running within minutes. Nonexistent account and overdraft fees only sweeten the pot, and you can bank from 38,000 ATMs across the country for free. If that wasn’t enough, the fintech company offers tools for accounting, tax optimization, and custom invoices to take the guesswork out of juggling your finances.

Why we chose it: Lili’s fast sign-up process, transparent fees, and tax optimization software are just what any startup needs to succeed.

Tax optimization software
No minimum balance or monthly fees
Quick enrollment

Requires Pro account to earn interest
No wire transfers
Low monthly transfer and deposit limits

Fees

Lili Business Banking doesn’t have monthly maintenance fees, overdraft fees, or charges for ACH bank transfers. Out-of-network ATMs will set you back $2.50 domestically and $5.00 if you’re overseas.

Minimum Balance

With Lili, there’s no need to worry about minimum balances. You can open an account with as little as $1 and start taking advantage of all the cool perks right away.

Access to Mobile Banking

Everything Lili brings to its desktop app is also available on mobile devices. You can create and send invoices while on the go and even make online payments straight from your phone. It’s also possible to drop funds in tax buckets so you’re ready when tax season rolls around.

Extra Features

Taxes can be confusing for established businesses, let alone new ones. Lili’s tax optimization software teaches you how to set aside appropriate amounts for federal and state as needed and offers tips on how to maximize what stays with you. One of the best things about Lili is its account setup process, where you can be up and running in a matter of minutes.

Chase Business Complete Banking: Best Business Bank Account for Online Sellers for Business Services

Monthly Fees: $15 (waivable)

★★★★★

4.2

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Chase Business Complete Banking Review

Chase’s business services are the star of the show, designed to protect what’s yours and ensure you get paid on time. As an added incentive, new business checking customers can earn $300 in sign-up bonuses should they qualify. Certain transaction types have fees, and there is a monthly charge to maintain your account. Fortunately, you can work around these fairly easily.

Why we chose it: Chase Business Complete Banking has you covered with excellent payment and transfer services, fraud lookouts, payment-collection solutions, and more.

Several available business services
Multiple ways to waive the monthly maintenance fee
$300 sign-on bonus

Monthly maintenance fee
Only 20 free paper transactions per month
Fees for out-of-network ATMs

Fees

The Chase Business Complete Banking account has a $15 monthly fee, waivable with any of the following:

$2,000 minimum daily balance
$2,000 in net purchases on your Chase Ink Business Card(s)
$2,000 in deposits from Chase QuickAccept or other eligible Chase Payment Solutions transactions

Other fees appear with paper transactions and wire transfers, somewhat limiting your business to digital transactions only.

Minimum Balance

Having at least $2,000 in your account at all times negates the monthly maintenance fee. If you want the $300 sign-on bonus, you’ll need to get $2,000 into your account within the first 30 days. From there, you’ll need to hold that minimum balance for 60 days straight to earn the reward.

Access to Mobile Banking

With Chase mobile banking, you can set up alerts to notify you when transactions take place or an account drops below a certain threshold. The app uses Chase QuickPay alongside Zelle to get payments out quickly, or you can transfer funds across the country. If you need to find the Chase location nearest you, the app will find a suitable branch or ATM close by.

Extra Features

Chase’s business services go beyond any we’ve seen, featuring an assortment of tools to manage cash flow and help you get what others owe you. You can use payment and transfer services to pay your employees or vendors, when switch to collections to make sure you get paid. Fraud protection safeguards your account and monitors for suspicious activity.

Methodology for the Best Business Bank Accounts for Online Sellers

We spent a lot of time identifying the best features online sellers need when choosing the best bank. Here are the top considerations we used when making our selections:

Monthly Fees: Some banks charge monthly service fees to add to their overall profit potential and help cover operating costs. Our search for the best business bank accounts for online sellers focused on bank accounts without such fees. If a bank does charge a maintenance fee, we’ve pointed out what you need to do to remove it.
Additional Fees: Fees often extend beyond monthly maintenance requirements. Banks can charge for ATM use, transfers, cash deposits, or hit you with penalties for overdrafting your account. We chose bank accounts with minimal fees that you can often avoid with some upfront planning.
Minimum Balance: If a bank charges a monthly service fee, we made sure small businesses can keep up with the minimum balance requirements to remove it. In other instances, we checked minimum balances needed to earn rewards or interest rates on the best business checking accounts.
Access to Mobile Banking: Online selling offers a lot of flexibility, and we wanted to make sure your bank does the same. All the banks on our list have mobile banking tools to keep you connected and on top of your finances no matter where you are.
Extra Features: We looked beyond the surface level for any extra features banks have to stand out among the competition. Top considerations include interest rates, business services, overdraft protection, and free transactions.
Ease of Use: No one has time for the archaic dealings of traditional banks. We picked financial institutions that are simple to sign up for and make features easily accessible. When you have purchases flying at you, you don’t want to get bogged down in banking logistics.

Best Business Bank Accounts for Online Sellers Frequently Asked Questions (FAQs)

Still have questions about the best business bank accounts for online sellers? You may find the answers you’re looking for right here.

Do I need a business bank account to sell online?

Yes, you need a business bank account to sell online. E-commerce requires a merchant account, which you can only create with a business bank account.

What is the easiest business bank account to open online?

Bank accounts operating exclusively online tend to be the easiest to open. Our favorites are Bluevine, Lili, and Axos Bank.

What type of bank account is best for small business?

A business checking account is your best option as a small business owner. You can use such an account for transfers, to make payments, and withdraw cash for your company. Some even have additional perks specific to your type of venture.

Do I need a business bank account for an LLC?

There’s no law requiring you to have a business bank account for your LLC. Still, having one is incredibly beneficial for limited liability and keeping personal and business funds apart.

Bottom Line

The top business bank accounts for selling online keep fees to a minimum while helping you keep a pulse on your finances. They make for easy transfers both into and out of your account without placing caps on how much you can do. We love Bluevine for its ease of use and healthy interest rate, but any of the bank accounts on this list could serve you well.

Best Business Bank Accounts by State

Below you will find an interactive U.S map that can help you locate and compare different banks and financial institutions that offer business accounts in your area.