Printer Friendly
The Free Library
19,607,059 articles and books
Member login
User name  
Password 
 
Join us Forgot password?

Chase Selected as the Preferred Provider of Small Business Banking Services for the AICPA Business Solutions Program.


Business Editors

NEW YORK--(BUSINESS WIRE)--Dec. 9, 2003

CPA (Computer Press Association, Landing, NJ) An earlier membership organization founded in 1983 that promoted excellence in computer journalism. Its annual awards honored outstanding examples in print, broadcast and electronic media. The CPA disbanded in 2000. 2Biz, Inc. Launches New Program with Chase in NY, NJ, CT and Texas

The American Institute of Certified Public Accountants' (AICPA AICPA

See American Institute of Certified Public Accountants (AICPA).
) exclusive marketing arm, CPA2Biz, Inc., today announced JPMorgan Chase JPMorgan Chase (NYSE: JPM TYO: 8634 ) is one of the oldest financial services firms in the world. The company, headquartered in New York City, is one of the leaders in investment banking, financial services, asset and wealth management and private equity. With assets of $1.  ("Chase") as the preferred provider of small business banking services through the AICPA Business Solutions program in the four states where Chase has its branch distribution network - New York New York, state, United States
New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of
, New Jersey, Connecticut and Texas.

Chase will deliver these services through its CPA Advantage program, which includes a package of financial solutions for CPAs and for CPA-referred clients. Clients have access to program benefits such as preferred deposit and credit product offerings, and special pricing on merchant card services. In addition, CPAs receive a Small Business Relationship Manager for dedicated service and support and expedited client credit decisions. They'll also have a direct CPA Hotline for assistance and--with client authorization--access to client statements, checks and deposits.

"This program offers tangible value to the small to mid-sized CPA firm. With personalized services like the CPA Hotline and dedicated relationship managers, this program allows CPAs to deliver small business banking services to their clients with more 'clout' than ever before," says Joe Scharfenberger, Executive Vice President, Chase Small Business Financial Services.

"The goal of this program is to provide CPAs with personalized services that empower them and their clients to make smart, effective banking decisions," added Erik Asgeirsson, CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. , CPA2Biz, Inc.

CPA2Biz, through its AICPA Business Solutions program, provides practitioners at small and mid size CPA firms the opportunity to partner with organizations like Chase. "Through CPA2Biz, CPAs can now offer their clients premium type services that are usually only provided to much larger businesses," commented Jim Metzler, CPA, Vice President, Small CPA Firm Interests, AICPA.

CPA2Biz will be forming relationships with additional U.S. banking providers over the coming months in order to further develop the program nationally. For additional information, CPAs can email bankingprogram@cpa2biz.com, visit www.cpa2biz.com/BusinessSolutions or call (877) 731-9308.

About CPA2Biz, Inc.

CPA2Biz offers a number of client-focused business solutions programs (e.g. payroll, banking) that enable CPAs to build stronger relationships with their business clients or employers, as well as a wide array of products and services such as continuing education continuing education: see adult education.
continuing education
 or adult education

Any form of learning provided for adults. In the U.S. the University of Wisconsin was the first academic institution to offer such programs (1904).
 and literature for CPAs to fulfill their professional needs. Through its partnership with the American Institute of Certified Public Accountants With over 330,525 CPA members (in August 2006), the American Institute of Certified Public Accountants (AICPA) is the largest professional organization of Certified Public Accountants (CPAs) in the United States of America.  (AICPA), CPA2Biz is the exclusive online and offline marketing agent for AICPA products and services. For more information, visit www.cpa2biz.com.

About AICPA

The American Institute of Certified Public Accountants is the national, professional organization of CPAs, with more than 340,000 members in business and industry, public practice, government, and education. It sets auditing standards for U.S. private companies and ethical standards for the accounting profession. For more information, visit www.aicpa.org.

About JPMorgan Chase

J.P. Morgan Chase & Co. (NYSE NYSE

See: New York Stock Exchange
: JPM JPM J. P. Morgan Chase & Co. (stock symbol)
JPM Juan Pablo Montoya (formula 1 driver)
JPM Jabatan Perdana Menteri (Malaysia)
JPM Journal of Property Management
) is a leading global financial services firm with assets of $793 billion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, investment management, private banking and private equity. A component of the Dow Jones Industrial Average Dow Jones Industrial Average

The best known U.S. index of stocks. A price-weighted average of 30 actively traded blue-chip stocks, primarily industrials including stocks that trade on the New York Stock Exchange.
, JPMorgan Chase is headquartered in New York and serves more than 30 million consumer customers nationwide, and many of the world's most prominent corporate, institutional and government clients.
COPYRIGHT 2003 Business Wire
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2003, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

 Reader Opinion

Title:

Comment:



 

Article Details
Printer friendly Cite/link Email Feedback
Publication:Business Wire
Geographic Code:1USA
Date:Dec 9, 2003
Words:561
Previous Article:ADVISORY/EMC Corporation Advisory - Live Webcast.
Next Article:Arrow Electronics to Present at Raymond James IT Supply Chain Conference.
Topics:



Related Articles
CPA2Biz delivers update to AICPA council: CPA2Biz, the AICPA's marketing and technology provider, experiences steady online growth, releases new site...
Directory of AICPA selected services.
Directory of AICPA selected services.
Special feature: making your AICPA membership work for you.
Directory of AICPA selected services.
Directory of AICPA selected services.
Directory of AICPA selected services.

Terms of use | Copyright © 2012 Farlex, Inc. | Feedback | For webmasters | Submit articles