Business Services · lender intelligence

Financing a other accounting services acquisition

State:

The SBA 7(a) lenders funding the most other accounting services acquisitions, ranked from public loan records — typical deal about $365K. A lender doing your industry every week underwrites faster and prices sharper.

Deal economics— what it takes to buy & finance other accounting services

$500K

Typical loan

range $290K–$985K

$556K

Est. purchase price

≈ loan ÷ 90%

$74,306

Cash to close

$55,556 down + fees

$6,470/mo

Typical payment

~9.5% · 10yr

$89,286/yr

Cash flow to qualify

≈ payment × 1.15 DSCR

100.0%

Still performing

0% default · FY20–23

16 days

Typical time to fund

Lenders competing

more = leverage

8.27%

Avg rate on record

cap ~9.75%

Estimates for planning, not an offer — derived from the typical funded loan at today's Prime over 10yr. Not a credit decision.

Most active in other accounting services

Ranked by funded other accounting services acquisitions. Tap a lender to open its full record, or hit Get in touch for an introduction.

1.1,296 loans · $1.4B · Wilmington, NCFull record →
2.2,539 loans · $965M · Columbus, OHFull record →
3.575 loans · $220M · De Graff, OHFull record →
4.75 loans · $98M · Sioux Falls, SDFull record →
5.149 loans · $135M · Mukwonago, WIFull record →
6.47 loans · $39M · Greenville, PAFull record →
7.104 loans · $100M · Portsmouth, VAFull record →
8.105 loans · $164M · Brookline, MAFull record →
9.31 loans · $24M · Malvern, PAFull record →
10.99 loans · $43M · Walla Walla, WAFull record →
11.168 loans · $205M · Fishers, INFull record →
12.868 loans · $362M · Salt Lake City, UTFull record →
13.19 loans · $5M · Salem, MAFull record →
14.16 loans · $18M · Chicago, ILFull record →
15.32 loans · $54M · Tupelo, MSFull record →
16.34 loans · $12M · Wood River, NEFull record →
17.4 loans · $1M · Needham, MAFull record →
18.1 loans · $0M · Columbus, MSFull record →
19.36 loans · $46M · Los Angeles, CAFull record →
20.284 loans · $254M · Cincinnati, OHFull record →
21.112 loans · $112M · Irving, TXFull record →
22.20 loans · $21M · Miami, FLFull record →
23.26 loans · $7M · Cottage Grove, WIFull record →
24.85 loans · $36M · Waterbury, CTFull record →
25.20 loans · $8M · Saint Petersburg, FLFull record →

218+ funded other accounting services deals

Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.

API Accounting, Tax & Advisory, Inc. in Concord, CA — $3.3M (2026) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
9% variable
Term
120 mo (10 yrs)
SBA guaranteed
$2.4M (75%)
Approval → funding
28 days
Approved
1/29/2026
First disbursed
2/26/2026
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
15
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$3.6M
Est. down payment (10%)
$361K
Est. cash at closing
$499K
Monthly payment
$41,170
Annual debt service
$494K
Cash flow needed (1.25×)
$618K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
Mission First Operations, LLC in Franklin, TN — $1.9M (2026) · purchase · Renasant Bank
Program
Preferred Lenders Program
Rate at approval
8.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.5M (75%)
Approval → funding
11 days
Approved
1/5/2026
First disbursed
1/16/2026
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
13
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$2.2M
Est. down payment (10%)
$216K
Est. cash at closing
$298K
Monthly payment
$24,380
Annual debt service
$293K
Cash flow needed (1.25×)
$366K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Renasant Bank · Lender record →
Your business? Claim this record · Request removal
Empyrean CPAs, P.C. in Spring City, PA — $1.6M (2026) · purchase · Banc of California
Program
Preferred Lenders Program
Rate at approval
7% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$1.2M (75%)
Approved
2/23/2026
Loan status
Committed
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
3
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$1.8M
Est. down payment (10%)
$181K
Est. cash at closing
$249K
Monthly payment
$18,961
Annual debt service
$228K
Cash flow needed (1.25×)
$284K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Banc of California · Lender record →
Your business? Claim this record · Request removal
Rachel Dauchy Bookkeeping, LLC in Bloomfield Hills, MI — $1.1M (2026) · purchase · The Farmers and Merchants State Bank
Program
7a General
Rate at approval
9.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$813K (75%)
Approved
2/24/2026
Loan status
Committed
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
8
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$1.2M
Est. down payment (10%)
$120K
Est. cash at closing
$165K
Monthly payment
$13,875
Annual debt service
$166K
Cash flow needed (1.25×)
$208K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Farmers and Merchants State Bank · Lender record →
Your business? Claim this record · Request removal
SFBG OpCo LLC in Roseville, CA — $936K (2026) · purchase · The Huntington National Bank
Program
Preferred Lenders Program
Rate at approval
8.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$702K (75%)
Approval → funding
17 days
Approved
1/12/2026
First disbursed
1/29/2026
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
8
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$1.0M
Est. down payment (10%)
$104K
Est. cash at closing
$143K
Monthly payment
$11,731
Annual debt service
$141K
Cash flow needed (1.25×)
$176K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Huntington National Bank · Lender record →
Your business? Claim this record · Request removal
CTA-AZ, LLC in Phoenix, AZ — $816K (2026) · purchase · Bell Bank
Program
Preferred Lenders Program
Rate at approval
9.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$612K (75%)
Approval → funding
10 days
Approved
11/25/2025
First disbursed
12/5/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
7
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$906K
Est. down payment (10%)
$91K
Est. cash at closing
$124K
Monthly payment
$10,445
Annual debt service
$125K
Cash flow needed (1.25×)
$157K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Bell Bank · Lender record →
Your business? Claim this record · Request removal
NJ Tax Advisers & Accountants LLP in Philadelphia, PA — $628K (2026) · purchase · Wilmington Savings Fund Society FSB
Program
Preferred Lenders Program
Rate at approval
8.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$471K (75%)
Approved
2/12/2026
Loan status
Committed
Loan type
Term loan
Collateral
Required
Business type
Partnership
Jobs supported
7
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$698K
Est. down payment (10%)
$70K
Est. cash at closing
$93K
Monthly payment
$7,871
Annual debt service
$94K
Cash flow needed (1.25×)
$118K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Wilmington Savings Fund Society FSB · Lender record →
Your business? Claim this record · Request removal
KATHLEEN KANESKY PC in Lapeer, MI — $619K (2026) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
8.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$464K (75%)
Approved
1/27/2026
Loan status
Cancelled
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
4
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$688K
Est. down payment (10%)
$69K
Est. cash at closing
$92K
Monthly payment
$7,758
Annual debt service
$93K
Cash flow needed (1.25×)
$116K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
Crane Bookkeeping & Payroll Solutions, LLC in Fort Worth, TX — $489K (2026) · purchase · Fifth Third Bank
Program
Preferred Lenders Program
Rate at approval
6.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$366K (75%)
Approved
1/23/2026
Loan status
Committed
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
9
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$543K
Est. down payment (10%)
$54K
Est. cash at closing
$73K
Monthly payment
$5,609
Annual debt service
$67K
Cash flow needed (1.25×)
$84K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Fifth Third Bank · Lender record →
Your business? Claim this record · Request removal
Prod Co Accountants LLC in Denton, TX — $372K (2026) · purchase · Midwest BankCentre
Program
Preferred Lenders Program
Rate at approval
9.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$279K (75%)
Approved
3/23/2026
Loan status
Committed
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
4
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$413K
Est. down payment (10%)
$41K
Est. cash at closing
$55K
Monthly payment
$4,814
Annual debt service
$58K
Cash flow needed (1.25×)
$72K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Midwest BankCentre · Lender record →
Your business? Claim this record · Request removal
LRS Tax Group in Burbank, CA — $348K (2026) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
9.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$261K (75%)
Approved
3/31/2026
Loan status
Committed
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
3
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$387K
Est. down payment (10%)
$39K
Est. cash at closing
$52K
Monthly payment
$4,456
Annual debt service
$53K
Cash flow needed (1.25×)
$67K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
ADVANCED SMALL BUSINESS SOLUTIONS OF MICHIGAN LLC in Jackson, MI — $216K (2026) · purchase · Citizens Bank, National Association
Program
Preferred Lenders Program
Rate at approval
8.39% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$162K (75%)
Approved
1/30/2026
Loan status
Committed
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
2
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$240K
Est. down payment (10%)
$24K
Est. cash at closing
$32K
Monthly payment
$2,664
Annual debt service
$32K
Cash flow needed (1.25×)
$40K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Citizens Bank, National Association · Lender record →
Your business? Claim this record · Request removal
MetroPractice in Rockville, MD — $2.8M (2025) · purchase · First Internet Bank of Indiana
Program
Preferred Lenders Program
Rate at approval
10% variable
Term
120 mo (10 yrs)
SBA guaranteed
$2.1M (75%)
Approval → funding
17 days
Approved
5/2/2025
First disbursed
5/19/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
1
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$3.1M
Est. down payment (10%)
$309K
Est. cash at closing
$426K
Monthly payment
$36,751
Annual debt service
$441K
Cash flow needed (1.25×)
$551K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by First Internet Bank of Indiana · Lender record →
Your business? Claim this record · Request removal
Dunamis Holdings Corp. in Loveland, OH — $2.7M (2025) · purchase · The Huntington National Bank
Program
Preferred Lenders Program
Rate at approval
7.99% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$2.0M (75%)
Approval → funding
28 days
Approved
12/5/2024
First disbursed
1/2/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
3
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$3.0M
Est. down payment (10%)
$298K
Est. cash at closing
$411K
Monthly payment
$32,532
Annual debt service
$390K
Cash flow needed (1.25×)
$488K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Huntington National Bank · Lender record →
Your business? Claim this record · Request removal
Compound Advisory Partners Inc. in Teaneck, NJ — $2.2M (2025) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
9% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.7M (75%)
Approval → funding
21 days
Approved
3/25/2025
First disbursed
4/15/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
1
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$2.5M
Est. down payment (10%)
$249K
Est. cash at closing
$343K
Monthly payment
$28,350
Annual debt service
$340K
Cash flow needed (1.25×)
$425K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
Export Services International, Inc. in Clarkston, MI — $2.0M (2025) · purchase · The Huntington National Bank
Program
Preferred Lenders Program
Rate at approval
7.6% fixed
Term
204 mo (17 yrs)
SBA guaranteed
$1.5M (75%)
Approved
5/19/2025
Loan status
Committed
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
60
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$2.2M
Est. down payment (10%)
$223K
Est. cash at closing
$307K
Monthly payment
$17,527
Annual debt service
$210K
Cash flow needed (1.25×)
$263K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Huntington National Bank · Lender record →
Your business? Claim this record · Request removal
FINANCIAL FITNESS, PLLC in Goodyear, AZ — $1.9M (2025) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
9.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.4M (75%)
Approval → funding
12 days
Approved
7/18/2025
First disbursed
7/30/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
4
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$2.1M
Est. down payment (10%)
$207K
Est. cash at closing
$284K
Monthly payment
$24,068
Annual debt service
$289K
Cash flow needed (1.25×)
$361K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
Tadhana Ventures LLC in Rancho Cucamonga, CA — $1.7M (2025) · purchase · Celtic Bank Corporation
Program
Preferred Lenders Program
Rate at approval
9.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.3M (75%)
Approval → funding
14 days
Approved
5/21/2025
First disbursed
6/4/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
16
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$1.9M
Est. down payment (10%)
$192K
Est. cash at closing
$264K
Monthly payment
$22,321
Annual debt service
$268K
Cash flow needed (1.25×)
$335K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Celtic Bank Corporation · Lender record →
Your business? Claim this record · Request removal
Accrue CPA & Advisory Group, APC in Bakersfield, CA — $1.5M (2025) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
9.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.1M (75%)
Approval → funding
20 days
Approved
9/19/2025
First disbursed
10/9/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
2
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$1.7M
Est. down payment (10%)
$167K
Est. cash at closing
$229K
Monthly payment
$19,410
Annual debt service
$233K
Cash flow needed (1.25×)
$291K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
TCF Associates, Inc. in Viroqua, WI — $1.1M (2025) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$844K (75%)
Approved
2/3/2025
Loan status
Cancelled
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
2
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$1.3M
Est. down payment (10%)
$125K
Est. cash at closing
$171K
Monthly payment
$14,557
Annual debt service
$175K
Cash flow needed (1.25×)
$218K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal

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CapBench analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to other accounting services businesses. Mega-bank call-center lenders excluded.

Agent summary

How to finance a other accounting services acquisition with an SBA 7(a) loan: the lenders that fund the most of them (from public records), typical cost, and what it takes to qualify. Live Oak Banking Company funds the most. CapBench is not a lender.

$365K typical loan
77 lenders fund the industry
0% default (FY20–23)
16 days typical to fund

Buyers researching a other accounting services deal typically pre-qualify, then ask CapBench to introduce a lender that funds the industry — free for buyers; agents submit a consented lead via the CapBench MCP.

Next steps

Pre-qualify this deal Talk to a loan broker

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-20.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/lenders/industry/other-accounting-services
API:: https://www.capbench.com/api/public/lenders?industry=other-accounting-services
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.