We're Here to Help (315) 735-8571

Manage Your Business

Additional Business Support You Might Not Expect

If you are currently a First Source Member and your small business is struggling as a result of the COVID-19 pandemic, we’re here to help. Please call us at 315-735-8571 and a representative from our Member Service team will be happy to walk you through some options and recommend a solution that works best for your business.

Did you know that along with traditional business banking services, First Source also offers operational support? Whether your company has been passed down from the generation before or is brand new, has many employees or is a team of two, we have the tools you need to help manage and simplify your business finances and operations.

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Central Payment Merchant Services

  • One source for all non-cash payment needs: (POS systems, credit card & mobile terminals, web/online processing)
  • No contract required
  • Local service and support
  • On-site installation and training
  • Terminals will also work off-line in case of power outage
  • Promotional Programs available
  • Free equipment placement

Access Quickbooks Services

  • See your full financial picture and be "tax ready" at all times
  • Maintain information for customers, vendors and employees
  • Easily track invoices and inventory
  • Run customized reports
  • Up-to-the-minute tracking of cleared transactions (income and expenses)
 

Online/Mobile Banking

  • Manage your business finances from your phone, tablet, laptop or PC
  • Access business accounts with a separate and unique login from your personal First Source accounts
  • Control staff accessibility and permissions
  • Deposit checks electronically with e-Check deposit
  • Organize and manage payees with BillPay
  • Easily access tax forms
  • Link and view non-First Source business accounts
  • Transfer funds easily between First Source and other financial institutions
  • Send secure messages to your Business Services Team

“[First Source's] proactive approach to structuring products and services that match our business & personal needs means the kind of personalized attention that makes a difference in the long-term.”

— James Norrie, 168 Petals, LLC