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

Of Interest Rates and Inversions

Of Interest Rates and Inversions

The media frequently broadcasts unsettling stories about interest rates or about poorly understood economic concepts like the inverted yield curve. Most of those stories gloss over the issues, with a series of talking heads predicting great calamities, until the next heavily hyped topic distracts everyone’s attention.
Dealing with Panicked Clients

Dealing with Panicked Clients

Such words are uttered by Kevin Bacon during the climax of the movie Animal House (1978), as his character – the antagonistic Chip Diller – helplessly attempts to address a fleeing mob of shrieking parade-goers.  The context of the scene notwithstanding, this is often how it can feel when having to deal with panicking clients; as if your words are but one addition to an entire mountain of noise, quickly drowned out and just as quickly forgotten.
Capitalizing your CPA practice’s succession plan

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?

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...

Have questions? Talk with our experts for more information.