SBA lending record
PocketBooks Co.
3614 5TH AVE, Great Falls, MT 59405 · Other Accounting Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$395K
Total SBA financing
1
Loan on record
FY2025
On record
2
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$395,000 — FY2025
- Gross approval
- $395,000
- SBA guaranteed
- $296,250 (75%)
- Status
- Current
- Rate at approval
- 11% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 11/25/2024
- First disbursement
- 12/6/2024
- Days to fund
- 11 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 2
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Other Accounting Services
- NAICS code
- 541219
- Lender
- Live Oak Banking Company
- Address
- 3614 5TH AVE
- City
- Great Falls, 59405
- County
- Cascade
- SBA district office
- MONTANA DISTRICT OFFICE
- Congressional district
- 0
The lender
Live Oak Banking Company
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.
Casino Consulting Services LLC
Great Falls, MT· ~2 mi
Other Accounting Services
- $845K
- SBA financing
- ≈ $1.7M–$2.8M
- Est. revenue (rough)
SYSTEM SIX BOOKKEEPING LLC
Seattle, WA· ~517 mi
Other Accounting Services
- $400K
- SBA financing
- ≈ $784K–$1.3M
- Est. revenue (rough)
Honestly Bookkeeping LLC
Portland, OR· ~558 mi
Other Accounting Services
- $475K
- SBA financing
- ≈ $931K–$1.6M
- Est. revenue (rough)
ALLIND PROPERTIES LLC
Canby, OR· ~566 mi
Other Accounting Services
- $383K
- SBA financing
- ≈ $750K–$1.3M
- Est. revenue (rough)
Centerbridge Accounting and Tax LLC
Seattle, WA· ~516 mi
Other Accounting Services
- $525K
- SBA financing
- ≈ $1.0M–$1.7M
- Est. revenue (rough)
Estmere, Inc.
Bellevue, WA· ~507 mi
Other Accounting Services
- $387K
- SBA financing
- ≈ $759K–$1.3M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for PocketBooks Co. in Great Falls, MT (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 $395K
- On record FY2025
- 2 jobs supported
- Industry: Other Accounting Services
- Location: Great Falls, MT
- Lender: Live Oak Banking Company
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Other Accounting Services businesses in MT for ~$395k 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.
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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 PocketBooks Co..