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Beyond the CPAS Inc — SBA Loan Record (Billings, MT) | DealRoom

Intelligence/Offices of Certified Public Accountants/MT

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SBA lending record

Beyond the CPAS Inc

1004 Lewis Ave, Billings, MT 59102 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$500K

Total SBA financing

1

Loan on record

FY2025

On record

10

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is Beyond the CPAS Inc your business?

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.

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The loan

$500,000 — FY2025

Gross approval: $500,000
SBA guaranteed: $375,000 (75%)
Status: Cancelled
Rate at approval: 11% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 10/10/2024
Collateral: Required
Jobs supported: 10
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Newtek Bank, National Association
Address: 1004 Lewis Ave
City: Billings, 59102
County: Yellowstone
SBA district office: MONTANA DISTRICT OFFICE
Congressional district: 0

The lender

Newtek 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 offices of certified public accountants — by location, industry.

SBA lenders in Montana Lenders for offices of certified public accountants Offices of Certified Public Accountants lenders in Montana

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.

KPCS, LLC

Billings, MT· ~0 mi

Offices of Certified Public Accountants

$1.4M
SBA financing: ≈ $2.8M–$4.6M
Est. revenue (rough)

BEYOND THE NUMBERS CPAS INC

Billings, MT· ~1 mi

Offices of Certified Public Accountants

$5.0M
SBA financing: ≈ $9.7M–$16M
Est. revenue (rough)

TEROU TAX & ACCOUNTING PLLC

Billings, MT· ~2 mi

Offices of Certified Public Accountants

$15K
SBA financing: ≈ $29K–$49K
Est. revenue (rough)

Clockwork Accounting & Tax Services, LLC

Sheridan, WY· ~103 mi

Offices of Certified Public Accountants

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

CEART CPA, PLLC

Livingston, MT· ~98 mi

Offices of Certified Public Accountants

$407K
SBA financing: ≈ $798K–$1.3M
Est. revenue (rough)

Michael Law

Bozeman, MT· ~120 mi

Offices of Certified Public Accountants

$549K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Beyond the CPAS Inc in Billings, MT (Offices of Certified Public Accountants). DealRoom 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 $500K
On record FY2025
10 jobs supported
Industry: Offices of Certified Public Accountants
Location: Billings, MT
Lender: Newtek Bank, National Association

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 MT for ~$500k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/beyond-the-cpas-inc-mt
API:: https://dealroom.so/api/public/businesses/beyond-the-cpas-inc-mt
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Beyond the CPAS Inc your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Beyond the CPAS Inc.