New York (Dec. 10, 2003) -- JPMorgan Chase has signed an agreement to become the preferred provider of small business banking services through the American Institute of CPAs’ Business Solutions program, CPA2Biz Inc., the marketing arm of the American Institute of CPAs, announced.
Chase will be the preferred provider of banking services in New York, New Jersey, Connecticut and Texas -- the four states where it has its branch distribution network, C2B said.
Chase’s CPA Advantage program includes a package of financial solutions for CPAs and for CPA-referred clients. Clients will have access to program benefits such as preferred deposit and credit product offerings, and special pricing on merchant card services. CPAs will also receive a Small Business Relationship Manager for dedicated service and support and expedited client credit decisions, as well as a direct CPA Hotline for assistance, and -- with client authorization -- access to client statements, checks and deposits.
CPA2Biz said it plans to form relationships with additional U.S. banking providers over the coming months. For information, CPAs can email firstname.lastname@example.org or visit www.cpa2biz.com/businesssolutions .
-- WebCPA staff
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