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Accountants and Bookkeepers

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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 can help virtually all accountants with a broad spectrum of financial services suited to your professional and personal needs. You can apply online for many of these services, others are more complex and we recommend speaking with one of our bankers. You can apply in person or call 1-800-416-8658.
  • Sole practitioners
  • Members of larger professional firms
  • Just beginning an accounting career
  • 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 with accounts, single sign-on, from any 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 can accept credit and debit cards for client payment. Easy to set up and easy to manage, Wells Fargo Merchant Accounts facilitate payments online, face-to-face or via the phone/fax.

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 have a variety of products that can help meet your financing needs. Wells Fargo lines of credit and term loans can even help fund your professional liability insurance premium.

Business Insurance

Whether you’re a CPA with a staff of eight or a bookkeeper working independently, Wells Fargo Insurance can help you pinpoint specific coverage you need to help protect your business. By working with a business insurance agent, you’ll gain a better understanding of the broad range of general and specialty small business insurance products available to you, some of which include:
Manage risks to your business — let our business insurance agents help you choose the insurance that makes sense for you and your business' budget.

Wealth Management and Retirement

Wells Fargo can help you address wealth management and retirement options both for your clients and for yourself. Matching needs and preferences to the wide variety of investment alternatives available is Wells Fargo's highest priority. We'd like to partner with you to implement the personal financial strategies you have developed for your clients, as well as help you execute your own wealth management and retirement plans.

Wells Fargo provides a variety of investing options including WellsTrade® and Full Service Brokerage.

Trust Solutions

Are you involved in trusts and estate planning or administration? Wells Fargo has an extensive array of trust solutions that can help you and your clientele. A triple-A rated bank, Wells Fargo has the experience you want and the breadth and depth of expertise you need in a partner to help serve your clients. As a trustee, Wells Fargo can administer and manage trusts. We also have the more unusual capacity to manage non-financial assets such as real estate and oil and gas interests.
Wells Fargo provides a broad array of home mortgages and home equity lines of credit, including a special program for accountants.
Call1-800-416-8658
 
Wells Fargo Insurance, Inc. (Minneapolis, MN) is a licensed agency that represents — and is compensated by — the insurer based on the amount of insurance sold.
Insurance products not FDIC-insured.
Brokerage products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo. WellsTrade® is offered through Wells Fargo Advisors, LLC.

Wells Fargo Wealth Management provides financial products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
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