Skip to main content

Banking for Accountants & CPAs

Products & services designed specifically for you

Whether you manage a single-person office or a larger firm, you are a trusted advisor helping your clients reduce risk and optimize their finances. Delivering exceptional personal service to your clients usually means having less time to spend on your own banking needs.

At Greater Hudson Bank, we have extensive experience working with the local Hudson Valley accounting community and understand the unique challenges and time constraints that you face. We have developed specialized banking services to help you, your employees and your clients achieve short and long-term goals while reducing the time that you spend on your own banking.

For example, we understand that cash flow can vary as demand fluctuates and local Hudson Valley firms must manage and leverage an influx of receivables after the tax season rush. To help meet these demands, we created our "Greater Flex" checking account with a per item and wire transfer allowance that grows along with your account balance during your busy season and automatically contracts during slower seasons to reduce fees by mirroring the seasonality of your business.

Products and services for CPAs and Accounting Professionals

  • Dedicated relationship manager with cell phone access
  • Greater Flex Checking Account
  • High Interest Firm Savings and Money Market products
  • Cash Flow Manager Business Online Banking
  • Firm Line of Credit
  • Remote Deposit Service
  • Lockbox Payment Processing
  • Commercial Mortgage
  • Learn more

    To learn more about Greater Hudson Bank's specialized services for CPAs and Accounting professionals, please visit one of our conveniently located branch locations or call 844-GREAT-11 to be connected to a relationship banking specialist.

Member fdic Equal Housing Lender LKCS We Do That