SBA lending record
Upstream CPAs, LLP
106 Munson Street Ext., Le Roy, NY 14482 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$165K
Total SBA financing
2
Loans on record
FY2021–26
On record
10
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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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 2 loans
$125,000 — FY2026
Loan 1 of 2- Gross approval
- $125,000
- SBA guaranteed
- $62,500 (50%)
- Status
- Current
- Rate at approval
- 7.75% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 2/10/2026
- First disbursement
- 2/19/2026
- Days to fund
- 9 days
- Collateral
- Required
- Jobs supported
- 5
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Lender
- Tompkins Community Bank
- Address
- 46 TIERNON PARK
- City
- Buffalo, 14223
- County
- Erie
- SBA district office
- BUFFALO DISTRICT OFFICE
- Congressional district
- 26
$40,000 — FY2021
Loan 2 of 2- Gross approval
- $40,000
- SBA guaranteed
- $30,000 (75%)
- Status
- Paid in full
- Rate at approval
- 4.75% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 2/3/2021
- First disbursement
- 2/28/2021
- Days to fund
- 25 days
- Paid in full
- 2/28/2026
- Collateral
- Required
- Jobs supported
- 5
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Lender
- Tompkins Community Bank
- Address
- 106 Munson Street Ext.
- City
- Le Roy, 14482
- County
- Genesee
- SBA district office
- BUFFALO DISTRICT OFFICE
- Congressional district
- 27
The lender
Tompkins Community Bank
2 loans 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.
Birnie CPA, P.C.
Spencerport, NY· ~19 mi
Offices of Certified Public Accountants
- $95K
- SBA financing
- ≈ $186K–$310K
- Est. revenue (rough)
JEFFREY R MULLEN CPA
Batavia, NY· ~11 mi
Offices of Certified Public Accountants
- $50K
- SBA financing
- ≈ $98K–$163K
- Est. revenue (rough)
Ward, Schmerbeck & Billig, CPA's, P.C.
Rochester, NY· ~26 mi
Offices of Certified Public Accountants
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
Geer CPA PC
Pittsford, NY· ~28 mi
Offices of Certified Public Accountants
- $295K
- SBA financing
- ≈ $578K–$964K
- Est. revenue (rough)
PI TAX LLC
Rochester, NY· ~17 mi
Offices of Certified Public Accountants
- $45K
- SBA financing
- ≈ $88K–$147K
- Est. revenue (rough)
ROBERTS ACCOUNTING, CPA'S, PC
Spencerport, NY· ~19 mi
Offices of Certified Public Accountants
- $50K
- SBA financing
- ≈ $98K–$163K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Upstream CPAs, LLP in Le Roy, NY (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.
- 2 SBA 7(a) loans totaling $165K
- On record FY2021–26
- 10 jobs supported
- Industry: Offices of Certified Public Accountants
- Location: Le Roy, NY
- Lender: Tompkins Community Bank
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 NY for ~$83k 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 Upstream CPAs, LLP.