CPA Business Funding

Unique offering for your clients; traditional lending providers have not incorporated this into their lending process

As your client's most trusted advisor, you provide valuable insights into the financial health of their business. We can offer competitive financing options for your clients thanks to the strategic guidance and support that your firm delivers.

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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

1

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.
2

Understand Client Qualifications for Funding

    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:

    • Annual revenue greater than $250k
    • 660 credit score or above
    • At least 18 months in business
3

Meet the Needs of your Clients

    Business financing can be used to meet a wide range of business needs. Some popular reasons to seek funding include:

    • 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
4

Variety of Available Funding Solutions

    Learn about the financing option available for your CPA clients:

    • SBA 7(a) loan
    • Term loan
    • Revenue-based financing

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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 testimonials

Accelerate 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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