SBA lending record
CONNER & ASSOCIATES LLC
20 3RD ST SW ste 306, Winter Haven, FL 33880 · Other Accounting Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$300K
Total SBA financing
2
Loans on record
FY2023–25
On record
14
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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All 2 loans
$150,000 — FY2025
Loan 1 of 2- Gross approval
- $150,000
- SBA guaranteed
- $127,500 (85%)
- Status
- Current
- Rate at approval
- 12.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 11/13/2024
- First disbursement
- 11/20/2024
- Days to fund
- 7 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 7
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Lender
- Lendistry SBLC, LLC
- Address
- 20 3rd SW St
- City
- Winter Haven, 33880
- County
- Polk
- SBA district office
- SOUTH FLORIDA DISTRICT OFFICE
- Congressional district
- 9
$150,000 — FY2023
Loan 2 of 2- Gross approval
- $150,000
- SBA guaranteed
- $127,500 (85%)
- Status
- Current
- Rate at approval
- 11.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 8/21/2023
- First disbursement
- 8/31/2023
- Days to fund
- 10 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 7
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Other Accounting Services
- NAICS code
- 541219
- Lender
- BayFirst National Bank
- Address
- 20 3RD ST SW ste 306
- City
- Winter Haven, 33880
- County
- Polk
- SBA district office
- SOUTH FLORIDA DISTRICT OFFICE
- Congressional district
- 9
The lenders
BayFirst National Bank
1 loan to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding other accounting services — by location, industry.
Similar businesses
Comparable other accounting services in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
SUNSHINE SERVICES GROUP
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- SBA financing
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- Est. revenue (rough)
Success Orlando
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K.A.R.E. Bookkeeping & Accounting Services LLC
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Other Accounting Services
- $333K
- SBA financing
- ≈ $653K–$1.1M
- Est. revenue (rough)
MDO Accountants & Advisors
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Other Accounting Services
- $300K
- SBA financing
- ≈ $588K–$980K
- Est. revenue (rough)
Seffner Bookkeeping, Inc.
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Other Accounting Services
- $234K
- SBA financing
- ≈ $458K–$764K
- Est. revenue (rough)
Jason A Pagan CPA LLC
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Other Accounting Services
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- SBA financing
- ≈ $902K–$1.5M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for CONNER & ASSOCIATES LLC in Winter Haven, FL (Other Accounting Services). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
- 2 SBA 7(a) loans totaling $300K
- On record FY2023–25
- 14 jobs supported
- Industry: Other Accounting Services
- Location: Winter Haven, FL
- Lenders: BayFirst National Bank, Lendistry SBLC, LLC
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Other Accounting Services businesses in FL for ~$150k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-08-01.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- Methodology:
- Sources & methodology
- Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
- Figures come from public records and CapBench methodology; verify before relying on them.
- Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.
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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with CONNER & ASSOCIATES LLC.