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Financing Solutions for Your CPA Clients

1

Features Designed for CPA Firms

  • 100% Online Financing Application Process: Streamline your workflow with our completely digital application system.
  • Access to a Variety of Financing Options: Provide your clients with a wide range of financing solutions tailored to their needs.
  • Quick and User-Friendly Application and Underwriting Process: Enjoy a smooth and efficient application process from start to finish.
  • Customizable Terms: Offer flexible financing terms that can be customized to suit your client’s specific requirements.
  • Application Preview and Modification Features: Easily preview and edit applications before final submission.

3

Understand Client Qualifications for Funding

Be prepared to work with clients on their business funding applications. Know the common qualifications that will help clients secure financing. Most clients can qualify for financing if they meet these criteria:

  • Annual revenue greater than $250k
  • 660 credit score or above
  • At least 18 months in business

4

Meet the Needs of your Clients

Business financing can be used to meet a wide range of business needs. Some popular reasons to seek funding include:

  • Access to full cash amount upfront
  • Benefit from tax-deductible interest
  • Grow the business
  • Free up operational cash flow
  • Cover short-term expenses
  • Use for a broad range of business needs

5

Variety of Available Funding Solutions

Learn about the financing option available for your CPA clients:

  • SBA 7(a) loan
  • Term loan
  • Revenue-based financing

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What our clients are saying about our solutions

Our Financial Solutions and Business Services support our clients as they stay competitive and grow to keep our nation's economy alive.

Proud owner of a restaurant in California and was seeking capital to open a second location. My specialist at Premium Merchant Funding got me the exact dollar amount I needed to open, including renovation and equipment costs.

Harry R

Restaurant Owner
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Premium Merchant Funding helped us get the funding we need to get some upgrades done. With low rates we were able to borrow and pay back overtime and noticed how we got more customers as a result. Loan paid for itself in 1-2 years!

Marjorie K

Owns Small Insurance Company
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Professional PMF staff helped guide us through getting our first business loan to acquire extra space and buy more shelving for our retail store. The loan helped us get an immediate return within 4 months as we got more in sales and a few self-checkout registers so there is minimal wait time for the customers.

Jack L

Owns Retail Store
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Accelerate the growth of your business

Equipment finance. Small Business Loans. Merchant Cash Advance. Factoring.

500+

Specialists

Over 500 funding specialists to keep you going

15

Financing options

15 financing options and small business products

$20M

Funding up to

Unsecured funding up to $20,000,000

48

Hours

Get funding in 48 hours

See full list of services

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