TAX & ACCOUNTING

CASH FLOW MANAGEMENT PLATFORM

All the back-office tools your business needs to succeed in one place: payments, accounting, payroll, cash flow projections & more.

Special California Bank & Trust Client Offer:

• Payments - Free for one year.*
• Cash Flow Management, Accounting, Payroll & More - 50% off for 6 months.*

*Transactional fees not discounted

BUSINESS INCORPORATION SERVICES

Your business is your passion, your asset - protect it with Deluxe^{®[cite::253::cite]} Services.

California Bank & Trust Client Offer:

• Get fully incorporated and protected for under $250 

OUTSOURCE YOUR CFO NEEDS

NOW CFO^{®[cite::254::cite]} is a "roll up your sleeves" full-service consulting firm with a singular focus on outsourced CFO, Controller, accounting, and finance service needs.

Special California Bank & Trust Client Offer:

• First 3 hours setup free ($300 value)

KEEP MORE MONEY IN YOUR SMALL BUSINESS

Maximize your deductions, uncover new tax breaks and keep more of the money you earn.

Special California Bank & Trust Client Offer:

• Save $20 on TurboTax^{®[cite::255::cite]} Self Employed Personal & Business Income and Expenses

BOOKKEEPING AND BEYOND

With Quickbooks^{®[cite::255::cite]} get the smarter tools you need, and the assistance to keep you confident.

Special California Bank & Trust Client Offer:

• 32% - 50% off monthly subscription for your first 6 months