Solutions for Accountants & CPA Firms
Let our team focus on your needs and the needs of your firm so you can spend your time helping your clients with their financial plans.
Customized Solutions for Accountants & CPA Firms
Whether you're considering partner capital financing, a buy-out or relocating your firm, we'll walk you through your options, including:
- Working capital lines of credit to support operations, one-time expenses and planning
- Commercial mortgages to finance office space
- Equipment financing and leasehold improvement financing
- Partner capital financing and buyout financing
- Remote check deposit to help deposit funds into your account without leaving the office
- Merchant services to reduce operational and administrative expenses
- Fraud protection solutions to help protect your deposit accounts from unauthorized transactions
Personal Financial Solutions
In addition to your firm's goals, you can work with M&T professionals on your own financial future. M&T Securities, Inc. offers non-deposit investments, insurance solutions, and financial and retirement planning.
CPE Certified by NASBA
We are certified by the National Association of State Boards of Accountancy (NASBA) to offer a variety of CPE courses in-person to fulfil your continuing education requirements. This helps your employees keep their knowledge current and earn credits without having to spend too much time away from the office.
Local Relationship Management
At M&T, we work hard to understand what's important to you and your firm. We make sure banking decisions regarding your business are made locally, with a dedicated Relationship Manager who anticipates your future needs and is dedicated to helping you improve your business.
The M&T Advantage
Our comprehensive business approach gives you access to financial products and discounted business services that can help you manage your cash flow, accept payments and disburse funds – all while saving you time and money.