Banking Solutions for Accountants & Bookkeepers
Accounting Practice Banking Solutions
Accountants operate in a very competitive marketplace with unique practice requirements. With ever-increasing complexity and more regulations, both general practitioners and discipline specialists have unique financial service needs. Bank Five Nine will build a customized solution to suit your accounting practice and personal needs. Our distinctive banking solutions can help sole practitioners, accountants with business or individual clients, CPAs with experience or new accountants just starting their career.
Our years of experience working with accounting professionals give us the experience most other banks don’t offer.
Open any new business checking account and receive up to $300 in discounts!
Get up to $150 off your first Deluxe check order package* AND up to $150 in discounts on any combination of Cash Management services!**
Earn more with our Distinctive Money Market Account!
Maximize your savings by switching to Bank Five Nine and receive this great rate!
Distinctive and Personalized, Local Service
Bank Five Nine is a local, community bank based in Wisconsin. Our branches are close by and our relationship managers are ready to answer your questions or help you with anything you might need.
Distinctive Business Banking Services
As an accountant, you need to manage your cash flow, accept payments and disburse funds. Depending on the size of your practice, Bank Five Nine business checking accounts will provide the right base to add the essential products and services to make your practice flourish.
Bank Five Nine Business Online Banking enables access to your business account, and all other accounts your practice uses from any internet connection. Manage your accounts by transferring funds, making payments and view all your accounts in one place.
Bank Five Nine Cash Management Suite gives you the tools to develop cash flow solutions customized to your practice. For practices that prepare individual tax returns, Bank Five Nine Express Deposit can help improve your cash flow. You can also automatically debit your authorized customers’ accounts, schedule payments, stop fraudulent activity and use merchant services to accept credit card payments, if that is what your practice requires.
Distinctive Financing Solutions for Your Practice
Are you establishing a new office or expanding your current space? Perhaps you are looking to buy new office furniture, computers or office equipment. Maybe you need a line of credit that provides working capital while conducting audits or preparing and finalizing tax returns. Bank Five Nine is the #1 SBA Lender in Wisconsin and is in the top 30 providers in the nation for SBA loan volume. We have a wide range of lending products that can help meet your financing needs.
Let’s Get Started
Our experienced relationship managers would like to discuss your financial needs and help establish your distinctive business solution. We know that as a professional your time is valuable. We would like schedule an appointment, set a meeting agenda and tell you more about our business solutions for professionals. Please call us at (262) 569-9900 to schedule an appointment or send us an email request by clicking on the link above. We look forward to meeting with you.
Wealth Management and Retirement Planning^
Once you take advantage of our Distinctive Business Solutions, ask how we can help you manage your personal wealth through a resource of our company, Five Nine Wealth Management. Five Nine Wealth Management representatives know that preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
^Bank Five Nine (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bank Five Nine and Five Nine Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Five Nine Wealth Management, and may also be employees of Bank Five Nine. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank Five Nine or Five Nine Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
*Receive up to $150 off your first Deluxe check order package at time of new account opening. **Receive up to $150 in discounts on any combination of Cash Management services; elections must be determined within 10 business days of new account opening. This offer applies to new business checking accounts opened with new money not currently on deposit at Bank Five Nine. If any owner or signer on the account has previously been an owner or signer on a different Bank Five Nine business checking account within the past three (3) years, Bank Five Nine reserves the right to deny this offer. Businesses with a Bank Five Nine employee as owner are not eligible. Applicable to businesses with Wisconsin mailing addresses only. Not all customers will qualify for the products and services offered. Bank Five Nine will honor one (1) offer per business. This offer cannot be combined with any other offer. Offer must be presented at account opening. Fees could reduce earnings on the account. Bank Five Nine reserves the right to change or discontinue the offer at any time.
***An open and active business checking account is required to maintain a Distinctive Money Market Business Account. An active business checking account is defined as an account which has ten (10) ACH, debit card or check transactions post to the account per statement cycle. If the requirements of the active checking are not met, we reserve the right to terminate the introductory rate prior to the 180th calendar day and rates will revert to the standard rates. Each Distinctive Money Market Business account and business checking account can have not more than one (1) linked relationship. One Distinctive Money Market Business account per business. Cannot be opened with money currently on deposit at Bank Five Nine. Maximum new money deposit of $250,000. This is a variable-rate account. The following Annual Percentage Yields (APYs) are accurate as of 10/20/22; $.01-$14,999.99, APY is 0.10%, $15,000 and above, APY is 0.70%. If requirements are met, these rates are guaranteed for 180 calendar days after account opening. On the first business day following the 180th calendar day after account opening, rates will revert to standard rates. Requires a $15,000 minimum balance to open the account, and a minimum daily balance of $2,500 to avoid maintenance fees. Interest is calculated on the entire balance each day at the rate in effect for that balance tier. Applicable to businesses with Wisconsin mailing address only. Municipal funds will not be accepted. Fees could reduce earnings on the account. Bank Five Nine reserves the right to change or discontinue the offer at any time.