The American Institute of CPAs' marketing arm, CPA2Biz, has expanded its small business banking services program to CPAs in 12 additional states.
The expansion follows Chase's merger with Bank One. JPMorgan Chase became the preferred provider for small business banking services in December 2003. At that time, the CPA Advantage program was available in New York, New Jersey, Connecticut and Texas.
The program -- which offers CPAs a dedicated hotline for service on their own and their clients' accounts, and direct access to client financial information by phone or online with client permission, as well as a small business relationship manager -- will be rolled out to CPAs and their clients in Arizona, Colorado, Illinois, Indiana, Kentucky, Louisiana, Michigan, Ohio, Oklahoma, Utah, West Virginia and Wisconsin in the first half of 2005.
When the rollout is complete, CPAs and their clients will have access to 2,450 Chase and Bank One braches. Clients will also have access to preferred deposit and credit product offerings, special pricing on merchant card services, and expedited credit decisions.
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