SBA lending record
Overview Bookkeeping & Consulting LLC
209 SPOLETO CIR, Nokomis, FL 34275 · Other Accounting Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$75K
Total SBA financing
1
Loan on record
FY2024
On record
9
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$75,000 — FY2024
- Gross approval
- $75,000
- SBA guaranteed
- $37,500 (50%)
- Status
- Current
- Rate at approval
- 10% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 2/7/2024
- First disbursement
- 2/23/2024
- Days to fund
- 16 days
- Collateral
- Required
- Jobs supported
- 9
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Other Accounting Services
- NAICS code
- 541219
- Address
- 209 SPOLETO CIR
- City
- Nokomis, 34275
- County
- Sarasota
- SBA district office
- SOUTH FLORIDA DISTRICT OFFICE
- Congressional district
- 17
The lender
TD Bank, National Association
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.
Accounting Solutions of Sarasota, LLC
Sarasota, FL· ~12 mi
Other Accounting Services
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
AVANTE ACCOUNTING SOLUTIONS INC
Parrish, FL· ~30 mi
Other Accounting Services
- $103K
- SBA financing
- ≈ $201K–$336K
- Est. revenue (rough)
ISLAND BOOKKEEPING & HOME SERVICES, INC
Port Charlotte, FL· ~15 mi
Other Accounting Services
- $31K
- SBA financing
- ≈ $60K–$100K
- Est. revenue (rough)
CF & SC LLC
Sun City Center, FL· ~40 mi
Other Accounting Services
- $45K
- SBA financing
- ≈ $88K–$147K
- Est. revenue (rough)
Wymbs & Wymbs Inc
Cape Coral, FL· ~42 mi
Other Accounting Services
- $75K
- SBA financing
- ≈ $147K–$245K
- Est. revenue (rough)
TrueScope Consulting LLC
Tampa, FL· ~59 mi
Other Accounting Services
- $55K
- SBA financing
- ≈ $108K–$180K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Overview Bookkeeping & Consulting LLC in Nokomis, 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.
- 1 SBA 7(a) loan totaling $75K
- On record FY2024
- 9 jobs supported
- Industry: Other Accounting Services
- Location: Nokomis, FL
- Lender: TD Bank, National Association
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 ~$75k 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 2026-08-02.
- 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.
Reddit-style: Overview Bookkeeping & Consulting LLC's SBA record
A plain-English, discussion-style recap of the answer above — how Reddit would present it.
Overview Bookkeeping & Consulting LLC
Nokomis, FL: 1 SBA 7(a) loan totaling $75K. Industry: Other Accounting Services. On record FY2024.
TD Bank, National Association
$75K — TD Bank, National Association (FY2024)
9 jobs on the loan records.
Is Overview Bookkeeping & Consulting 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 Overview Bookkeeping & Consulting LLC.