CPA Banking Solutions
You’re an expert on taxes, but, to the surprise of distant family members looking for financial advice, there are some things about banking and money you don’t know. That’s cool. That’s our job.
How we help CPAs.
Here are some of the banking solutions available to you as a CPA.
Avidia One Account
Everything you want from a commercial checking account. Avidia One offers a high yield return with no deposit limit and DIF insurance at no cost. There are no fees for maintenance or transactions, and you have access to online and mobile banking.
Commercial High Yield Money Market Account
The higher your balance, the more interest you earn. Enjoy competitive rates while never paying fees for maintenance or transactions. Your funds can be accessed through online and mobile banking
Remote Deposit Capture
This is the shortest distance between your business and the bank. eDeposit lets you scan and deposit checks right from your office. Do it before 7:00 pm ET on any business day and the funds will be available for use on the next business day. We provide a scanner at no charge to you, and there’s no fee for your deposits.
Merchant Card Services
Make it more convenient for your customers to pay using debit and credit cards—and utilize that credit on the same day. The Avidia Pay virtual terminal is available to you at a discounted rate and without a setup fee. If you ever have questions, just contact us—rather than an 800 number—directly.
Business Lines of Credit and Term Loans
Get funding to expand your business, to make larger purchases or to buy-in or buy-out new partners. Our terms are flexible and we’ll work with you to find the right financing option. Business Manager, a unique accounts receivable purchase program, helps with access to capital with low fees, no contracts and no reputational risk.
Additional benefits for CPAs.
Our online banking tool can be customized to include the modules you use most. Within it, you’re able to monitor account activity, transfer funds, pay bills and more. Same goes for our app—you can do your banking on the go and approve or block pending transactions to help prevent fraud. Additionally, you can manage your daily operations with wire transfers, ACH Origination, account reconciliation and EDI Reporting while maintaining account security with Check and ACH Positive Pay. Pretty standard. But pretty useful.
Inquire about banking solutions for CPAs.
For more info, just complete the form below and someone from our business banking team will contact you in a manner that’s fast enough that you might think to yourself, Boy, that was pretty fast.