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CPA's First Choice

Understanding You And Your Clients

We provide each of our accounting clients with innovative banking and lending products paired with exceptional client support to help you manage unpredictable cash flow cycles and meet your investment objectives. 

discussing account options with customer
Men in a Meeting

CPA Banking Services

General Product Offerings 

  • Business Acquisition loans 

  • Commercial Lines of Credit for Seasonal or Short-Term Needs 

  • Commercial Term Loans for Equipment Purchases or Permanent Working Capital Needs 

  • Commercial Real Estate Loans for Owner Occupied Properties (Conventional & SBA)

  • Personal Lines of Credit or Loans for Business Investments 

  • Full Suite of Cash Management Products 

Take Advantage Of Our Expertise

We are here to help you succeed and meet the unique opportunitities and challenges of your business.  unique opportunities and challenges of your business. 

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