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Professional Services

Best Business Bank for Engineers

Engineer solutions for your clients. We'll engineer clarity for your finances.

What Engineers Need From a Bank

Average Revenue

$100,000–$300,000 (consulting/small firm)

Cash Flow Pattern

Dependent on contract type — government projects have long pay cycles; private sector is faster; retainer-based work is steadiest

Typical Transactions

20-100/month

Category

Professional Services

Primary Banking Needs

Project-based contract tracking
Professional liability and licensing expense management
Multi-client billing reconciliation

Engineering firms solve complex problems — banking shouldn't be one of them

Your municipal contract pays net-90 and you've got subcontractors expecting payment in 30 days

You bill some clients hourly, others on fixed fee, and your books are a mess trying to track both

PE renewal, E&O insurance, and software eat $15K/year and none of it is cleanly categorized

Best Banks for Engineers Compared

Bank Monthly Fee APY FDIC
Holdings $0 1.75% $3,000,000
First Citizens Bank $15-35 Standard rates $250,000
U.S. Bank $15-25 Market rates $250,000
PNC Bank $15-30 Standard rates $250,000
BMO Bank $12-30 Standard rates $250,000
JPMorgan Chase $15-50 Low rates $250,000
1

Holdings

$0/mo · 1.75% APY

Engineering consultancies and firms wanting project-based financial management

Key Features

  • AI bookkeeping
  • Project-based sub-accounts
  • Contract milestone tracking
  • Equipment expense management
  • R&D expense categorization

Pros

  • No fees ever
  • Project-based organization
  • High FDIC coverage
  • Perfect for consulting engineers

Cons

  • Newer to market
  • Digital-first approach
2

First Citizens Bank

$15-35/mo · Standard rates APY

Established engineering firms with equipment financing needs

Key Features

  • Professional services banking
  • Equipment financing
  • Contract-based lending
  • Treasury management
  • Government contracting support

Pros

  • Professional services expertise
  • Strong equipment financing
  • Government contract experience
  • Established reputation

Cons

  • Monthly fees
  • Higher minimums
  • Less technology focus
3

U.S. Bank

$15-25/mo · Market rates APY

Engineering firms needing SBA loans and equipment financing

Key Features

  • Commercial banking
  • Equipment loans
  • SBA lending
  • Cash management
  • Corporate card programs

Pros

  • Strong equipment financing
  • SBA loan expertise
  • National presence
  • Commercial card programs

Cons

  • Monthly fees
  • Limited specialized engineering focus
  • Complex fee structures
4

PNC Bank

$15-30/mo · Standard rates APY

Technology-focused engineering firms in PNC's footprint

Key Features

  • Business banking solutions
  • Equipment financing
  • Treasury management
  • International banking
  • Technology lending

Pros

  • Strong technology focus
  • Equipment financing expertise
  • Treasury management
  • Regional strength

Cons

  • Monthly fees
  • Geographic limitations
  • Complex pricing
5

BMO Bank

$12-30/mo · Standard rates APY

Engineering firms in energy, infrastructure, or industrial sectors

Key Features

  • Professional services banking
  • Equipment financing
  • Commercial lending
  • Cash management
  • Energy sector expertise

Pros

  • Energy and infrastructure expertise
  • Equipment financing
  • Professional services focus
  • International capabilities

Cons

  • Monthly fees
  • Limited presence
  • Higher minimums for premium services
6

JPMorgan Chase

$15-50/mo · Low rates APY

Large engineering firms with complex banking needs

Key Features

  • Commercial banking platform
  • Equipment financing
  • Treasury services
  • International banking
  • Government banking

Pros

  • Comprehensive services
  • Large network
  • Government contracting support
  • Strong technology platform

Cons

  • High fees and minimums
  • Less industry specialization
  • Complex fee structures

Frequently Asked Questions

Can Holdings handle the long payment cycles from government contracts?

Yes. Our dashboard shows your cash position against outstanding receivables, so you see exactly where you stand even during 60-90 day payment gaps.

Does Holdings track expenses like PE licensing and E&O insurance?

Absolutely. Professional licensing, insurance, and CE credits are auto-categorized as business expenses for clean tax records.

I'm a solo consulting engineer. Is Holdings a good fit?

For sure. Solo consultants and small firms are our sweet spot. Free checking, no minimums, and AI bookkeeping that handles multiple billing structures.

Can Holdings separate income from different contract types?

Yes. Whether you bill hourly, fixed-fee, or on retainer, our AI categorizes each payment type so you see which billing model is most profitable.

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Ready to open your account?

Holdings offers free banking with 1.75% APY for engineers.