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CPA Benefits
CPA Benefits
Strengthen your practice.
Enhance your capabilities.

The full capabilities and commitment of one of the nation’s
largest banks are now available to you, and to your clients. As a dedicated ally to CPAs, Bank of America Merrill Lynch offers you access to a suite of services designed to grow your practice and reinforce your status as a trusted advisor in the eyes of your clients.

CPA Resources

Your success is important to us, that’s why we’ve used our expertise to develop a suite of resources specifically for CPAs like you:

Hone your skills with our complimentary CPE credit courses and industry research and news
Draw on the expertise of your local
Bank of America
Merrill Lynch client manager
to better serve your clients’ needs
Make audit confirmations online with our new technology access

Client Resources

Strengthen your clients’ financial knowledge and reinforce your status as valued advisor with our client deepening tools:

Your client manager will work with you and your clients’ businesses directly to get to know the business and proactively provide successful solutions. Don't have a client manager? Arrange a meeting today »

For smaller clients with less complicated financial needs, visit Small Business Banking or contact your client manager.

Complimentary Webcast
Fundamentals of
Business Financing
September 23, 2010
2:00 p.m. Eastern
Register now »
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