RMO

Accounting & CPA Firm Solutions

Card payments, working capital, and client-data protection for accounting and CPA firms — plus a referral partnership for the businesses you advise.

Rates from 1%Smooths Busy SeasonReferral Partnership
Why Accounting Firms Choose RMO

Smooth the season, protect the data, and earn on your referrals.

Busy-season cash flow is lumpy and you hold deeply sensitive client data. RMO brings processing, working capital, and cyber protection together — and turns the trust your clients place in you into a revenue-sharing partnership.

1%
Merchant processing rates starting at 1%
Same-Day
Funding on settled card transactions
1
One RMO relationship instead of a dozen vendors
Referral
Revenue share on the clients you refer
Solutions

What RMO brings to your firm

Merchant Services

Accept client payments by card, online and in-office, with rates from 1% and same-day funding through the RMO Payments Network.

Working-Capital Line

A revolving line of credit to smooth the busy-season-to-off-season cash cycle.

Equipment & Practice Financing

Term loans, lines of credit, equipment financing, and SBA for growth and technology.

Cyber & Client Data

BizCyber covers ransomware response and breach exposure for the sensitive client financial data you hold.

Referral Partnership

Refer the businesses you advise to RMO for merchant services and financing — a revenue share, not just a favor.

Operations Protection

Covers lost business income when a key system goes down.

Benefits

The RMO advantage

Smooth the Cash Cycle

A working-capital line bridges the lumpy gap between busy season and the rest of the year.

Client Data Protected

BizCyber covers the sensitive financial records your firm is trusted to hold.

Earn on Referrals

Turn the trust your clients place in you into recurring revenue through the referral partnership.

One Partner, One Rep

Payments, financing, and protection under a single relationship with a dedicated rep.

How It Works

From first call to fully set up.

Step 01

Request Info via MAPS

Submit an information request through RMO M.A.P.S and tell us about your firm.

Step 02

Discovery Call

A M.A.P.S rep reviews your processing, capital needs, and goals.

Step 03

Custom Package

We assemble a tailored package of payments, financing, and protection with clear pricing.

Step 04

Go Live

Onboard with hands-on support — setup, account activation, and financing lines.

FAQ

Frequently asked questions

How do I get started with RMO for my accounting firm?

Accounting and CPA partnerships go through RMO M.A.P.S. Submit an information request at /maps/request-more-information/ and select Accounting. A MAPS rep follows up within one business day.

How does the referral partnership work?

Refer the businesses you advise to RMO for merchant services and financing and earn a revenue share — your rep sets up the partnership terms with you.

What merchant processing rates does RMO offer?

Rates start at 1% with same-day funding on settled card transactions. Final pricing depends on your volume and mix.

Do I have to bundle every service?

No. Start with a single service and add more over time.

Get Started

Grow your firm with RMO

Our team builds customized packages of payments, financing, and protection around what your firm actually needs.

Request Information →
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