Certified Public Accountants
Smart financial products and services you can count on
We understand Certified Public Accountant (CPA) businesses
Let's start a conversation—we're here to help
Customizable solutions for CPAs
Owner Occupied Real Estate
Reach more clients with commercial real estate loans.
Get flexible lending solutions for the inventory and equipment you need to do business.
Conveniently handle business spending and earn rewards at the same time.
Get customized payment processing services that expand with the size of your CPA firm.
Quickly access and manage your business accounts on the go, with 24/7 mobile access.
Remote Deposit Capture
Save time by depositing checks remotely using our desktop scanner.D
Fraud Risk Management
Protect your firm from every angle with advanced loss prevention services—including cyber liability, professional liability and workers' compensation.
Ensure your employees and assets stay protected with a range of insurance options like property and casualty insurance.D
From endowments and foundations to personal trust and estate planning, our institutional wealth advisors guide you to better financial benchmarks.D
People often ask us
We offer CPAs multiple credit opportunities, such as short-term working capital lines of credit, partner buy in and buy out loans, short-term loans, and real estate term loans—to name a few. Many options are available to meet your credit needs. For details contact your local branch or banker.
We understand the fluctuations in cash flow that CPAs face on a daily basis. Our tailored solutions can help to manage cash flow cycles throughout the year.
Expand your expertise
Account openings and credit are subject to bank approval.
Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.
Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.
Remote Deposit Capture is subject to contractual terms and conditions.
Bank deposit products are offered by First Citizens Bank. Member FDIC and an Equal Housing Lender. icon: sys-ehl.