SBA lending record
UPCFO
420 3rd St Ste 230, Oakland, CA 94607 · Other Accounting Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$170K
Total SBA financing
1
Loan on record
FY2023
On record
2
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is UPCFO your business?
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The loan
$170,000 — FY2023
- Gross approval
- $170,000
- SBA guaranteed
- $127,500 (75%)
- Status
- Current
- Rate at approval
- 11.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 9/13/2023
- First disbursement
- 10/31/2023
- Days to fund
- 48 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 2
- Business type
- Partnership
- Business age
- Change of Ownership
- Industry
- Other Accounting Services
- NAICS code
- 541219
- Lender
- TowneBank
- Address
- 420 3rd St Ste 230
- City
- Oakland, 94607
- County
- Alameda
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 13
The lender
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.
AISHA'S MOBILE NOTARY LLC
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- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Forma Simple Tax Services
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- SBA financing
- ≈ $241K–$402K
- Est. revenue (rough)
Moskowitz LLP
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- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
SRB Bookkeeping Services
San Leandro, CA· ~8 mi
Other Accounting Services
- $410K
- SBA financing
- ≈ $804K–$1.3M
- Est. revenue (rough)
Beyondigits LLC
Woodacre, CA· ~25 mi
Other Accounting Services
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Tpak Group Enterprise LLC
Concord, CA· ~19 mi
Other Accounting Services
- $71K
- SBA financing
- ≈ $139K–$232K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for UPCFO in Oakland, CA (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 $170K
- On record FY2023
- 2 jobs supported
- Industry: Other Accounting Services
- Location: Oakland, CA
- Lender: TowneBank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Other Accounting Services businesses in CA for ~$170k 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 UPCFO 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 UPCFO.