Financial advice from industry experts
We understand the challenges of running a successful accounting practice. Whether it's managing billing and collections cycles, improving operational efficiency or focusing on the right investments to grow your business, we have the tools and insights to keep your business on track.
We've worked with countless clients from the inception of the firm through ownership transition. This experience and our Financial Insights process help us provide solutions that will help you manage cash flow, grow your business and give you peace of mind from knowing you're taking good care of your business, employees and clients.
Offers for your business
- Commercial Suite Checking account including Treasury Services to manage your cash flow at an affordable, easy-to-understand monthly price
- Commercial purchasing cards with a rebate option on qualified spend
- Business High Performance Money Market account with competitive rates
- A credit of $750 for new merchant relationships and next-morning funds availability Disclosure 1
Ready to work with a banker who understands your business?
Simplified solutions tailored for accounting professionals
- Business checking
- Business savings
- Online banking
- Line of credit
- Real estate
- Equipment & technology
- Acquisitions & buy-in
- Fraud protection
- Cyber insurance
- Property insurance
- Liability insurance
- Electronic payments
- Business credit card
- Credit and debit card acceptance
- Financial wellness
- Retirement benefits
- Group health plans
- Business transition
- Leadership development
- Personal financial planning
Expect a next-level partnership with BB&T
Starting with our first conversation, you might be surprised at how much we already know about your business. As we take a deeper dive, you'll find that we ask the right questions and—most importantly—we know how to listen.
Next, we'll set you up for long-term success with BB&T Financial Insights—our proven, three-step process that we customize for your business. Here's how it works:
Step 1: Review
We complete a comprehensive assessment of the way your business is operating today, including:
- Industry comparisons
- Financial strengths
- Financial risks
- Financial relationship overview
Step 2: Plan
Armed with the information gathered in Step 1, we'll create a plan for you that considers your unique:
- Company strengths
- Company weaknesses
- Leadership challenges
- Short-term goals
- Long-term goals
- Exit strategy
- Contingency plan
Step 3: Execute
We'll take our relationship a step further by working with you to execute your plans, including:
- Value creation
Gain an edge with BB&T Financial Insights
Every day comes with new decisions to make. When you're focused on success, having a trusted financial expert can help you do just that. That's why BB&T offers financial insights-- a roadmap for your financial future. Our experts are here to set you up for long-term success.
We start with a review of where you are today and assess how your business compares to others in your industry. From there, we'll work with you to create a uniquely tailored plan that fits your needs. And we'll also be there to help you see it through.
Prepare for the road ahead with the BB&T expert by your side. Whether you want to protect, manage, or grow your business, we'll help you focus on what matters most.
Through a collaborative process, we'll review the state of your business and provide solutions that help you plan and execute for the future.
Ready to get started?
The $750 offer on new Merchant Services accounts are limited to one incentive per business and its related entities and does not apply to second or multiple business relationships. To receive the $750 incentive, account must be in good standing with processing volume exceeding $25,000 in a given calendar month within 90 days of merchant account opening. Merchant Services are subject to business type and credit approval.
Promotional offers are subject to change at any time and without prior notice.
Loans, lines of credit and credit cards are subject to credit approval.
McGriff Insurance Services, Inc., and McGriff Seibels & Williams, Inc., are subsidiaries of Truist Insurance Holdings, Inc.
These products are available in AL, DC, FL, GA, IN, KY, NJ, MD, NC, OH, PA, SC, TN, TX, VA and WV.
Truist Bank, Member FDIC and an Equal Housing Lender.
New York City residents: Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at www.nyc.gov/dca.
Branch Banking and Trust Company is now Truist Bank. Learn more.
BB&T and SunTrust have merged to become Truist. Both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees and pricing. Our friendly teammates at your local SunTrust branches will be happy to walk you through their respective products. You can also learn more by contacting them at 800-SUNTRUST or SunTrust.com.