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SBA lending record

JOANNE & ASSOCIATES, INC.

327 Bay Street, San Francisco, CA 94133 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$506K

Total SBA financing

1

Loan on record

FY2021

On record

3

Jobs supported

● business — business location is the ZIP-area centroid from the public record

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The loan

$505,600 — FY2021

Gross approval: $505,600
SBA guaranteed: $455,040 (90%)
Status: Current
Rate at approval: 6% v
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/24/2021
First disbursement: 9/30/2021
Days to fund: 6 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 3
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Celtic Bank Corporation
Address: 327 Bay Street
City: San Francisco, 94133
County: San Francisco
SBA district office: SAN FRANCISCO DISTRICT OFFICE
Congressional district: 12

The lender

Celtic Bank Corporation

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.

SBA lenders in California Lenders for offices of certified public accountants Offices of Certified Public Accountants lenders in California

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.

Clear Oak Advisory PC

Emeryville, CA· ~6 mi

Offices of Certified Public Accountants

$641K
SBA financing: ≈ $1.3M–$2.1M
Est. revenue (rough)

Mandel and King, CPAs

San Francisco, CA· ~4 mi

Offices of Certified Public Accountants

$300K
SBA financing: ≈ $588K–$980K
Est. revenue (rough)

AddsVal Strategic Advisors

Pleasant Hill, CA· ~21 mi

Offices of Certified Public Accountants

$447K
SBA financing: ≈ $876K–$1.5M
Est. revenue (rough)

Paul H Chiang

Oakland, CA· ~8 mi

Offices of Certified Public Accountants

$300K
SBA financing: ≈ $589K–$982K
Est. revenue (rough)

Shawn Greene, CPA

San Francisco, CA· ~2 mi

Offices of Certified Public Accountants

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

ADDSVAL CPAS & ADVISORY

Pleasant Hill, CA· ~21 mi

Offices of Certified Public Accountants

$813K
SBA financing: ≈ $1.6M–$2.7M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for JOANNE & ASSOCIATES, INC. in San Francisco, CA (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.

1 SBA 7(a) loan totaling $506K
On record FY2021
3 jobs supported
Industry: Offices of Certified Public Accountants
Location: San Francisco, CA
Lender: Celtic Bank Corporation

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 CA for ~$506k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-19.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/joanne-associates-inc-ca
API:: https://www.capbench.com/api/public/businesses/joanne-associates-inc-ca
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 JOANNE & ASSOCIATES, INC. 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 JOANNE & ASSOCIATES, INC..

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