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Deliver Financing Solutions to
Your Firm’s Business Clients

Set up an account on the CPA Business Funding Portal to manage the business financing process for all your clients.

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Over $1 Billion in Business Loans & Financing
Processed on the CPA Business Funding Portal

Financing Solutions for Your Clients

Line Of Credit

Our most flexible product for business owners.

  • Amount Up to $500k
  • Term Flexible
  • Repayment Weekly, Bi-weekly, Monthly
Learn More

Term Loan

Fixed-rate financing for eligible customers.

  • Average Funding Amount $242,299
  • Term 12, 18, 24, 36, 48, 60 months
  • Repayment Weekly, bi-monthly, monthly
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SBA 7(a) Loans

The premier government-guaranteed business loan.

  • Amount $15K - $5M
  • Term 10 years
  • Repayment Monthly
Learn More

Revenue-Based Financing

Fast financing for your business.

  • Average Funding Amount $92,643
  • Paid back From business receipts
  • Payable from receipts Weekly, bi-monthly
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A Subscription Plan for Every Firm

Basic

Free
  • Users: Unlimited
  • Admin center: Not included
  • Loans eligible for commission: 5
  • Revenue-Based Financing Commission: 1.00%
  • Term Loan Commission: 0.25%
  • Line of Credit Commission: 0.25%
  • Exclusive rate discount: No Discount to Clients

Premium

$2,000 Per Year
  • Users: Unlimited
  • Admin center: Up to 5 custom roles
  • Loans eligible for commission: Unlimited
  • Revenue-Based Financing Commission: 2.00%
  • Term Loan Commission: 0.50%
  • Line of Credit Commission: 0.50%
  • Exclusive rate discount: 0.25% Discount to Clients
  • ✓ Dedicated Account Manager