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Accountants and Bookkeepers

Accountants practice in a highly competitive environment with unique requirements. General practitioners and specialists alike face more regulation and increasing complexity in professional accounting. Wells Fargo helps accountants by offering a broad spectrum of financial products and services. You may apply online for many of these services, others are more complex and we recommend speaking with one of our bankers. Apply in person or call 1-800-416-8658.

  • Sole practitioners
  • Members of larger professional firms
  • Just beginning an accounting career
  • Certified Public Accountants (CPAs) with years of experience
  • Accountants with individual clients and with business clients

Call on us, no matter what your practice profile is.

Business Banking Services

Like every business, accountants and their firms need to manage their cash flow, accept payments, and disburse funds. Compare Wells Fargo's business checking accounts and savings accounts side-by-side.

Wells Fargo Business Online® enables access to your business and/or personal accounts with a single sign-on, from any secure internet connection. Manage your accounts including transferring funds, making payments, and viewing images, all in one place. In addition, your clients can give you access to manage their accounts (if you are an authorized signer) or just view them so that you can see check images, statements and account activity easing reconciliation.

With Merchant Services you may be able to simplify how you accept card payments and manage your practice. Accept multiple payment types from clients onsite, online or outside the office, with point-of-sale systems you can customize with tools to manage payroll and employee scheduling, sales reporting, marketing, and more.

If you offer payroll services, consider how effective our online Direct Pay service would be. You can make net payroll and expense reimbursement deposits directly to your own and your clients' employee accounts. Multiple clients can be accessed with a single sign-on.

Finance Your Practice

Establishing a new office or expanding your current location? Are you buying computers, new equipment or furniture? Do you need working capital for day-to-day expenditures while you work on client audits or tax returns? Is it time to refinance your current business or investment real estate? We offer a variety of products to help meet your financing needs.

Wealth Management

You’re a trusted advisor, guiding your clients through a lifetime of decisions. When your clients’ needs include comprehensive wealth management, or extend to specialized wealth services, we are ready to help. Our wide range of wealth management services can help achieve financial goals. We'd like to work with you to implement the personal financial strategies you have developed for your clients, as well as help you execute your own wealth management goals.

Wells Fargo Advisors

Wells Fargo Advisors provides a variety of investing options including WellsTrade® accounts and full service brokerage.

Trust and fiduciary services

Are you involved in trusts and estate planning or administration? Wells Fargo has an extensive array of trust and fiduciary services that can help you and your clientele. Wells Fargo has the experience you want and the breadth and depth of knowledge to help serve your clients. As a trustee, Wells Fargo can administer and manage trusts. We can also help manage specialty assets such as real estate and oil, gas and mineral interests.

Home Lending

Wells Fargo offers a variety of home mortgages and home equity lines of credit, with guidance and ongoing support to meet all your home lending needs.