Funding for Accounting & Bookkeeping Firms
Accounting and bookkeeping firms earn most of their revenue in tax season while staffing and software run all year. Y Millennial Funding is a direct funder of revenue-based funding from $25,000 for accounting practices, approved on your annual deposits rather than steady monthly income or credit score. A merchant cash advance is a small business loan alternative, not a loan. Not all applicants qualify.
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Takes under a minute. No credit pull.
Industry Snapshot
Solo CPAs, bookkeeping practices, and multi-staff accounting firms.
$200K to $5M annually
$25K to $250K
Why Traditional Lenders Struggle with Accounting & Bookkeeping Firms
Revenue concentrated in a few months looks risky to a bank even when a firm is highly profitable annually, and accounting practices hold little collateral, so they get declined.
Why Revenue-Based Funding Works for Accounting & Bookkeeping Firms
Revenue-based funding weighs annual deposits rather than steady monthly income, so a profitable seasonal firm can access capital to carry the off-season or fund growth.
See if your accounting & bookkeeping firms business pre-qualifies
Checking your options takes under a minute and won't affect your credit. Approved on revenue, not credit score.
Prefer to talk? Call (855) 774-6461Common Uses of Funding
Seasonal staffing, software and technology, marketing, office costs, and funding growth or an acquisition of a client book.
Common Challenges
Revenue concentrates heavily in tax season while staffing, software, and office costs run all year, creating an off-season cash gap.
How Repayment Works
A fixed daily or weekly remittance, or a share of revenue, sized to the seasonal cash flow.
Seasonal Considerations
Tax season from January through April drives most revenue, with a slower off-season.
Regulatory Environment
State licensing and professional standards apply. This is general information, not legal advice.
Industry Terminology
tax season, billables, client book, retainer, write-up, practice
Nationwide Accounting & Bookkeeping Firms Funding
Y Millennial Funding works with accounting & bookkeeping firms businesses across the United States. Because our funding is revenue-based and delivered electronically via ACH, we are able to work with businesses nationwide — not just in a single region. Wherever your business operates, we can underwrite based on your revenue history and get you funded quickly.
Frequently Asked Questions
Common questions about accounting & bookkeeping firms business funding.
Related Industries
Helpful Tools
Free resources to help you understand and plan your merchant cash advance.
Related Resources
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