WE ARE THE BANC FOR ACCOUNTANTS & CPAS

Your focus is on serving your clients; our focus is on serving you.

TAKE ADVANTAGE OF UNIQUE, SPECIALIZED EXPERTISE.

Our team includes Specialty Banking Relationship Managers who specialize in working with Accountants & CPAs.

Our Banc of California Accounting clients have access to innovative banking and lending products, paired with exceptional client support, to help them manage yearly and unpredictable cash flow cycles and grow through their investment objectives. We understand how important it is for them to be able to leverage their tax-time receivables all year long, so we work with them to easily facilitate access to, and manage, their business funds to plan for year-round fluctuations.

Call: 877-770-BANC (2262)

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.

CASH MANAGEMENT

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

BANKING SOLUTIONS FOR ACCOUNTANTS AND CPAs

Learn more about specific tools for Accountants and CPAs that can help to guide you to the next step in growth and financial security.

LEARN MORE ABOUT BUSINESS BANKING SOLUTIONS FOR ACCOUNTANTS AND CPAs

Accountants Brochure PDF

For more information about our Banking Solutions for Accountants and CPAs, please see a branch representative, or call 877-770-BANC (2262)

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.