When we first considered designing a banking package specifically for accountants, we spoke with many of your accounting colleagues. We wanted to learn more about the products and services that were truly important to them in their efforts to build a successful practice.

And they surprised us. They surprised us because these accountants were far more interested in talking about their clients and the things a bank could provide to benefit them, than they were in talking about their own needs. We learned a great deal from these conversations. For example, we learned that many of your clients seek a variety of business financing options, from small business loans to commercial mortgages to lines of credit. We learned that when you refer a client, you want your clients to experience a lending process that is very efficient, fair and predictable.

We also learned that you value relationships. Relationships between you and your client; between you and your banking partner; and between your client and the bank you refer.

Use the navigation above for an overview of the lending, deposit, and partner product solutions that are available to you through Professionals Preference for Accountants.