CPAs

OUR SPECIALTY IS BANKING FOR YOU

Tailor-fit Financial Solutions

Expertise engineered for your success.

When it comes to specializing in banking for CPA firms and financial advisors, we understand your day-to-day management challenges. We'll tailor-fit solutions for the ebbs and flows of capital and navigate the financial landscape together.

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Local Presence. Quicker decisions.

All our bankers are connected directly to the decision-making process within Heritage Bank. We don’t have to reach out to third parties, which helps us get you what you need more quickly.

Partnership with a real person.

You need a go-to person you can call to help manage your business beyond the balance sheet. Build a relationship with a real person who understands you and your firm’s unique goals.

A Legacy of looking ahead.

We believe in innovation, and we have the freedom to develop unique solutions that truly serve our customers and their businesses.

You deserve a bank willing to approach challenges from a different angle.

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Every Account, Every Advantage

Specialized banking at your service.

We have checking accounts that align with your ambitious goals and operational needs while providing real banking solutions that yield measurable long-term success.

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Lending You Can Grow With

Meet every opportunity with lending options.

We can help you facilitate access to loans and lines of credit for various needs such as real estate loans, working capital and other funding solutions to support expansion plans.

Let's Grow Your Business +

Focus On Your Finances

Treasury solutions to take your firm to the next level.

We know from experience that treasury and cash management are essential to successful CPA and accounting firms. Make your business run more smoothly and efficiently with tailor-fit treasury solutions that help you manage, monitor and optimize an organization's financial resources effectively.

Maximize Your Potential +

Heritage Direct

Track and Manage Your Money.

Customized Experiences

Heritage Direct has two customized experiences for businesses of all sizes. You will be placed in one of the experiences based on the digital banking services you use.
Control Cash Flow

We know you need a banking service that keeps pace with the way you do business. Our online banking service lets you have complete control of your cash flow in real time.
Business Bill Pay

Paying bills more efficiently gives you more time to focus on your business. Our bill pay allows multi-user permissions and dual control, customized reporting and scheduled billing, all with live chat support.

Experience a holistic, hands-on approach to banking.

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