Certified Public Accountants

Smart financial products and services you can count on

Our Expertise
We understand Certified Public Accountant (CPA) businesses

  • We realize the unique needs of CPAs and guide you to tailored products and services to keep your firm's accounts in order
  • Diversify your payment options with merchant processing services
  • Enjoy a full range of business checking and credit accounts for all of your financial needs—including partner loans and practice financing
  • Leverage comprehensive wealth management services for your firm—including investments, financial planning, retirement and insuranceD

Let's start a conversation—we're here to help

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Products and Services
Customizable solutions for CPAs

Owner Occupied Real Estate

Reach more clients with commercial real estate loans.

Equipment Lending

Get flexible lending solutions for the inventory and equipment you need to do business.

Credit Cards

Conveniently handle business spending and earn rewards at the same time.

Merchant Services

Get customized payment processing services that expand with the size of your CPA firm.

Commercial Advantage

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.

Insurance

Ensure your employees and assets stay protected with a range of insurance options like property and casualty insurance.D

Wealth Advisory

From endowments and foundations to personal trust and estate planning, our institutional wealth advisors guide you to better financial benchmarks.D

FAQ
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.

Professional Services Insights
Expand your expertise

Industry Expertise

5 CPA marketing best practices

As an accounting firm, you don't need to be an expert digital marketer to draw value from marketing.
Digital marketing may take some trial and error, but there's currently no better way to actively engage and interact with clients, current and future.
Accounting

Cybersecurity best practices for CPAs and accountants

These cybersecurity threats specifically target accountants and CPAs.
By understanding the most common threats and implementing some basic best practices, accounting firms can effectively secure customer data and have a plan to deter, detect and respond to threats.
Industry Expertise

Find the right software for efficient accounting

Accounting automation software might be just the thing you need to help stand out from the crowd.
Purchasing any large software system is a big decision, so it never hurts to chat with your business banker.
explore more professional services insights

Account openings and credit are subject to bank approval.

Your investments in securities and insurance products are not insured by the FDIC or any other federal government agency and may lose value. They are not deposits or other obligations of, or guaranteed by, any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested. Past performance does not guarantee future results. There is no guarantee that a strategy will achieve its objective.

About the Entities, Brands, Products and Services Offered

First Citizens Wealth® (FCW) is a registered trademark of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares Inc. are the entities through which FCW products and services are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. (FCIS), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. (FCAM), and SVB Wealth LLC (SVBW), all SEC registered investment advisers. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions, or to all investors. Insurance products are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender icon: sys-ehl, and First Citizens Delaware Trust Company.

For more information about FCIS, FCAM, or SVBW and its investment professionals, visit: FirstCitizens.com/Wealth/Disclosures.

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

Remote Deposit Capture is subject to contractual terms and conditions.

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services, and content on any third-party website.

Third parties mentioned are not affiliated with First-Citizens Bank & Trust Company.

Bank deposit products are offered by First-Citizens Bank. Member FDIC and an Equal Housing Lender. icon: sys-ehl.

NMLSR ID 503941