Contact us to learn more about a CPA Business Funding
Call us at (800) 948-5696 to speak to a loan specialist today.
Financing Solutions for Your CPA Clients
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Features Designed for CPA Firms
- 100% Online Financing Application Process: Streamline your workflow with our completely digital application system.
- Access to a Variety of Financing Options: Provide your clients with a wide range of financing solutions tailored to their needs.
- Quick and User-Friendly Application and Underwriting Process: Enjoy a smooth and efficient application process from start to finish.
- Customizable Terms: Offer flexible financing terms that can be customized to suit your client’s specific requirements.
- Application Preview and Modification Features: Easily preview and edit applications before final submission.
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Understand Client Qualifications for Funding
- Annual revenue greater than $250k
- 660 credit score or above
- At least 18 months in business
Be prepared to work with clients on their business funding applications. Know the common qualifications that will help clients secure financing. Most clients can qualify for financing if they meet these criteria:
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Meet the Needs of your Clients
- Access to full cash amount upfront
- Benefit from tax-deductible interest
- Grow the business
- Free up operational cash flow
- Cover short-term expenses
- Use for a broad range of business needs
Business financing can be used to meet a wide range of business needs. Some popular reasons to seek funding include:
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Variety of Available Funding Solutions
- SBA 7(a) loan
- Term loan
- Revenue-based financing
Learn about the financing option available for your CPA clients:
Sign up today!
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What our clients are saying about our solutions
Our financial solutions and business services support our clients as they stay competitive and grow to keep our nation’s economy alive.
More testimonialsAccelerate the growth of your business
Small Business Loans. Merchant Cash Advances. Payroll, Employee Benefits. Websites & SEO.
500+
Specialists
Over 500 funding specialists to keep you going
15
Financing Options
15 financing options and small business products
$20M
Funding Limits
Unsecured funding limits $20 million
48
Hours
Get funding in 48 hours
Drop us a message or call us for more information (800) 948-5696
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