Banking for CPAs and Financial Services Firms

Banking for CPAs and Financial Services Firms

Experience the same extraordinary service you give your clients.

Banking for CPAs and Financial Services Firms

Experience the same extraordinary service you give your clients.

Connect with a banker

“First Republic provides exceptional service. They are the right fit for us and are able to meet the complex needs of clients.”

West Rhode & Roberts, Certified Public Accountants
Christopher M. Roberts, CPA, Partner; Cheryl M. Rhode, CPA, Partner
Client Since 2015

Partner with a dedicated, industry-savvy banker.

We know your firm.

Your banker will serve you and your business personally, recommending just-right solutions and proactively anticipating your needs.

We know you.

Because your dedicated banker will act as your single point of contact, you can count on personalized, extraordinary service every time.

We know your industry.

You’ll be paired up with a dedicated banker who has specific expertise in your field and shares your client-first approach.

CNM LLP, Client since 2017

A full suite of business banking solutions

Our dedicated specialists and suite of comprehensive solutions are here to support the financial needs of your entire business. We can assist you remotely, at one of our Preferred Banking Offices or even at your offices.


Business Analyzed Checking1

Enjoy all the flexibility of a checking account while receiving earnings allowance on balances that can help offset monthly fees or pay for services.


Revolving Lines of Credit2

Borrow as much or as little as needed with a flexible line of credit designed to meet your working capital needs.

simplify experience

Term Loans2

Finance long-term investments in your business, such as office expansions and technology upgrades, with flexible loans at competitive rates.

bank anywhere

Treasury Management

Maximize liquid assets with a full suite of products like lockbox services, biller and payment solutions, and Fed EDI.

enjoy peace of mind

Professional Loans

Take advantage of tailored loans designed to fit the individual needs of your professionals for capital and partnership requirements.

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enjoy peace of mind

Fraud Management Solutions

Help protect your accounts with check and ACH Positive Pay services via Corporate Online to monitor and detect fraud.

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Customized personal banking solutions

Your personal finances are just as important as your business. We provide a full suite of private banking products to meet your needs and those of your employees. Don’t have time to go to a Preferred Banking Office? We’ll bring our white-glove banking experience to you.

Residential Lending2

Take advantage of our competitive rates, creative solutions and quick decisions to get ahead in a competitive sales environment.

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Personal Checking

Access ATMs around the world with a First Republic ATM Rebate Checking® account. We won’t charge you ATM access fees, and we’ll rebate those charged by other institutions.3

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Personal Line of Credit4

With a Personal Line of Credit, you’ll have the opportunity to refinance reported debt at competitive rates while receiving access to revolving credit.

Real stories from our clients say it best.

Our clients say it best.

Our clients give us a satisfaction rating 2x the industry average.*

Insights & Education

For more insights into the banking landscape and trends within your profession, sign up to receive articles, thought leadership research and invitations to online events.

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Have us contact you.

Complete our short contact form and we’ll be in touch soon.

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Give us a call.

Talk directly to a First Republic banker.

Call us at (888) 408‑0288

Find an office near you.

We welcome you to visit our locations.

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1 Minimum opening deposit $5,000. A monthly service fee (currently $30) will apply. Earnings allowance may offset most fees based on balance maintained. Non-interest-bearing checking account.

2 This is not a loan approval or commitment to lend. Loans are subject to First Republic Bank’s underwriting standards and verification of documents provided.

3 Foreign currency conversion and other usage fees vary by country and network and are not included in the rebated ATM access fees. If we cannot determine the ATM access fee for a specific transaction, a default rebate amount will be applied.

4 Product is an unsecured consumer loan, consisting of a two-year, interest-only, revolving draw period followed by a fully amortizing repayment period of the remainder of the term. Terms and conditions apply and may differ from your current loan(s). This product can only be used for personal, family or household purposes and includes limitations on use of funds. This is not a commitment to lend or extend credit. Contact your legal, tax and financial advisors for advice on deciding whether this is the right product for you. Product is not available in all markets. For a complete list of locations, visit

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Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Equal Housing Opportunity

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.

First Republic Private Wealth Management encompasses First Republic Investment Management, Inc., an SEC-registered Investment Advisor, First Republic Securities Company, LLC, Member FINRA / SIPC, First Republic Trust Company of Delaware LLC and First Republic Trust Company of Wyoming LLC, which are affiliated companies under the common control of JPMorgan Chase & Co.

Investment Advisory services are provided by First Republic Investment Management, Inc. Trust and Fiduciary services are offered through JPMorgan Chase Bank, N.A.; and First Republic Trust Company of Delaware LLC and First Republic Trust Company of Wyoming LLC, both wholly owned subsidiaries of JPMorgan Chase Bank, N.A. Brokerage services are offered through First Republic Securities Company, LLC, Member FINRA/SIPC. Insurance services are provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, LLC, CA Insurance License #0I13184.


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