Specialty Banking for
Accountants and CPAs
Let us take care of your banking needs
so you can focus on serving your clients.
Dedicated Relationship Manager
Download Account Activity
Online & Mobile Banking and Deposits
Depository and Treasury Management
Understanding You and Your Clients
Your focus is on serving your clients; our focus is on serving you.
A dedicated Relationship Manager is your direct point-of-contact, listening to your business goals, understanding your business model and anticipating your unique needs through specialized banking and lending solutions.
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.
We specialize in supporting the following industries:
- Real Estate
We understand that you need to be able to leverage your tax-time receivables all year long. That means working with you to easily facilitate access to, and management of your business funds to plan for year-round fluctuations.
Banc of California makes it fast and easy to manage your cash flow, accept payments and disburse your funds. Our reporting capabilities allow you to easily view all your account transactions and always know where you stand.
Banc of California can also consolidate all of your business’s accounts into a single interest-bearing account.
You can even download your account activity into Quicken® or QuickBooks™.1
Banking on the Go
Whether you are on the road to a client’s office or in line at the grocery store, you are in control.
Our Business Mobile Banking App2 means you have transparent and secure access to your funds whenever you need it. Check balances, set up transfers and deposit checks whenever it is convenient.
Easily Receive Payments
Cash flow is the lifeblood of any business, so never miss an opportunity to get paid immediately. Our Business Mobile Banking App has Mobile Check Deposit2 for accepting and depositing checks wherever you are.
Banc of California also offers Merchant Services3 for your business for quick and efficient in-office client credit card payments.
Build Your Business
We offer Payroll Services and Institutional Banking for managing your growing team of partners, associates and staff. Let us help you build a legacy for your team.
Securing Your Peace of Mind
We know you take the utmost care in protecting your clients, and we take securing your account information very seriously. Our Fraud Prevention Services mean you know we are watching out for your accounts.
For your added convenience we offer Lockbox and Cash Vault Services as well.
Products and Services to Manage Your Business
- Competitive Deposit Rates
- Business Online Banking
- Business Mobile Banking with Mobile Check Deposit2
- Partner Capital Financing and Buyout Financing
- Merchant Card Services3
- Remote Deposit Service
- Payroll Services
- Capital Markets Investment Banking Services and Advice
- Fund Transfers
- Business Bill Payments
- Download Transactions into Quicken® or QuickBooks™1
- Lockbox Services
- Cash Vault Services
- Fraud Prevention Services
- Business Sweeps/Zero Balance Accounts
- ACH Origination (requires credit approval)
- Banking Services for Employees
- Investment Services4
Banc of California also offers Personal Banking Services to our Accountant Clientele. To find out more, please see a branch representative or call 877-770-BANC (2262).
INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED.
1 Intuit, Quicken, and QuickBooks are registered trademarks of Intuit Inc.
2Message and data rates may apply.
3Merchant Services provided by Vantiv. Vantiv is a trademark by Vantiv, LLC.
4Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Investment Services at Banc of California is a DBA of Banc of California. Infinex and Banc of California are not affiliated. Infinex does business in California as Infinex Insurance Agency (CA Agency License #0H30186).