Discussion in 'CPA' started by GreenGoblin, Apr 3, 2009.
What info do the AM's ask for? just the account number? or name on the bank account? etc.
yup, acct numb, name of bank, routing numb, some may ask for more
Depends which CPA network you use.I'm working with CJ and never asking me directly (by phone) about bank details - and they send your money by direct deposit.
2. Account Number
3. Name Account
for US banks- Name of the bank, routing (ABA) number, account number, name on the account.
If it's a problem for you to match up these details consider using a prepaid debit that accepts direct deposit/payroll. Greendotonline.com (Same people who back Walmart money card) does.
Just the name, route, and account number is all most want. You do not have to give them the bank location, although I wouldnt be surprised they can somehow look it up from the routing number, but doubt they go to that much trouble.
If they do look it up and find it is in another city than where you live, you just say its for your aging grandma.
Or just say that you recently moved your business and haven't yet changed banks.
Separate names with a comma.