CPA PRACTICE

We’ll Get You There

Introducing Treasury Management Solutions

Our CPA practice expertise and relationships give us a unique understanding of your business and capital needs.  The Oak Street Funding® Treasury Management Solutions Team builds on this expertise and aligns First Financial Bank’s best-in-class and customizable Treasury Management solutions designed specifically for your business:

User-friendly Online Banking:  First Financial Bank’s straightforward portal allows you easy access to real-time transaction information, customized reports, and secure funds transfer abilities all in one place.

Customized Prior Day Reporting:  Our customized Prior Day Report, which includes all accounts and details for the previous day’s transactions, can easily be delivered via email each morning to multiple users.

Effective Payment and Collection Methods:  From automated payment originations to faster receivables processing, streamline your payments and receivables processes to effectively optimize your treasury operations.

Fraud Protection Services:  Our services provide protection that helps to monitor for suspicious transaction, detect fraud, safeguard your accounts and prevent security threats.

Positioned for Growth:  As your business grows, we have the technical knowledge, experience, capabilities, and infrastructure in place today to serve you tomorrow.

Whatever your business needs…

We’ll get you there.

For more information, call us at 844-357-9345.

Download our CPA Treasury Management Solutions data sheet.

FEATURED BLOGS

Capitalizing your CPA practice’s succession plan

If you’ve developed a plan to address the future viability and ownership of your CPA practice, congratulations. You’re ahead of most practices. But having a plan to govern who may become partners or how they’ll be selected is only part of what you need to consider....

Are you creating a legacy or capital?

As a longtime partner in your CPA practice, you’re proud of your professional expertise and what you’ve been able to accomplish. Whether you took the step of becoming a partner to have a bigger say in how your practice serves its clients, to gain a greater reward for...

A simple map for partner buy-ins

A simple map for partner buy-ins Typically, CPA firms devote a great deal of thought to partner retirements. That’s no surprise, given that most CPAs work hard throughout their careers to ensure they are able to make the most of their post-retirement years. But it’s...

Mandatory buyouts: when it’s time for a partner to go

We all like to think that we’ll know when it’s time for us to walk away from work for good. In fact, many of us are so eager for the things we’ll be able to do when we retire that we look forward to it. Some obligatory lunches with longtime colleagues, transition...

Have questions? Talk with our experts for more information.