SBA lending record
Consult With Us LLC
4633 COIT RD Ste 320, Frisco, TX 75035 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.0M
Total SBA financing
3
Loans on record
FY2022–26
On record
19
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Consult With Us LLC your business?
This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.
All 3 loans
$350,000 — FY2026
Loan 1 of 3- Gross approval
- $350,000
- SBA guaranteed
- $262,500 (75%)
- Status
- Current
- Rate at approval
- 9.75% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 1/5/2026
- First disbursement
- 1/8/2026
- Days to fund
- 3 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 5
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- All Other Professional, Scientific, and Technical Services
- NAICS code
- 541990
- Address
- 4633 COIT RD SUITE 340
- City
- Frisco, 75035
- County
- Collin
- SBA district office
- DALLAS / FT WORTH DISTRICT OFFICE
- Congressional district
- 3
$350,000 — FY2022
Loan 2 of 3- Gross approval
- $350,000
- SBA guaranteed
- $262,500 (75%)
- Status
- Current
- Rate at approval
- 6.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 5/16/2022
- First disbursement
- 6/1/2022
- Days to fund
- 16 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 11
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Address
- 4633 COIT RD Ste 320
- City
- Frisco, 75035
- County
- Collin
- SBA district office
- DALLAS / FT WORTH DISTRICT OFFICE
- Congressional district
- 3
$315,000 — FY2022
Loan 3 of 3- Gross approval
- $315,000
- SBA guaranteed
- $236,250 (75%)
- Status
- Current
- Rate at approval
- 8.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 9/19/2022
- First disbursement
- 9/29/2022
- Days to fund
- 10 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 3
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Lender
- BayFirst National Bank
- Address
- 4633 COIT RD
- City
- Frisco, 75035
- County
- Collin
- SBA district office
- DALLAS / FT WORTH DISTRICT OFFICE
- Congressional district
- 3
The lenders
The Huntington National Bank
1 loan to this businessFull SBA lending record + branches on the lender page →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 offices of certified public accountants — by location, industry.
Similar businesses
Comparable offices of certified public accountants in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Reliable Bookkeeping Pros LLC
Plano, TX· ~4 mi
Offices of Certified Public Accountants
- $1.3M
- SBA financing
- ≈ $2.6M–$4.3M
- Est. revenue (rough)
Kathryn Hardaway, CPA, PC
Plano, TX· ~7 mi
Offices of Certified Public Accountants
- $873K
- SBA financing
- ≈ $1.7M–$2.9M
- Est. revenue (rough)
1181 Valley Ridge LLC
Lewisville, TX· ~15 mi
Offices of Certified Public Accountants
- $1.2M
- SBA financing
- ≈ $2.4M–$4.1M
- Est. revenue (rough)
HARVEY & TULLY, P.C. CERTIFIED PUBLIC ACCOUNTANTS
Plano, TX· ~7 mi
Offices of Certified Public Accountants
- $1.5M
- SBA financing
- ≈ $2.9M–$4.8M
- Est. revenue (rough)
Cole Thomas CPA PLLC
Richardson, TX· ~10 mi
Offices of Certified Public Accountants
- $1.9M
- SBA financing
- ≈ $3.7M–$6.2M
- Est. revenue (rough)
Harvey, Tully & Associates LLC
Plano, TX· ~7 mi
Offices of Certified Public Accountants
- $2.0M
- SBA financing
- ≈ $3.9M–$6.5M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Consult With Us LLC in Frisco, TX (Offices of Certified Public Accountants). 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.
- 3 SBA 7(a) loans totaling $1.0M
- On record FY2022–26
- 19 jobs supported
- Industry: Offices of Certified Public Accountants
- Location: Frisco, TX
- Lenders: The Huntington National Bank, BayFirst National Bank, CenTrust Bank, A Division of SmartBiz Bank National Association
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Certified Public Accountants businesses in TX for ~$338k 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 2026-06-17.
- 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.
Is Consult With Us LLC your business?
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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 Consult With Us LLC.