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Financial Concierge, LLC — SBA Loan Record (Incline Village, NV) | DealRoom

Intelligence/Offices of Certified Public Accountants/NV

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SBA lending record

Financial Concierge, LLC

907 TAHOE BLVD STE #3, Incline Village, NV 89451 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$50K

Total SBA financing

1

Loan on record

FY2026

On record

3

Jobs supported

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

Is Financial Concierge, LLC 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

$50,000 — FY2026

Gross approval: $50,000
SBA guaranteed: $25,000 (50%)
Status: Current
Rate at approval: 12% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/3/2025
First disbursement: 12/8/2025
Days to fund: 5 days
Collateral: None
Jobs supported: 3
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Columbia Bank
Address: 907 TAHOE BLVD STE #3
City: Incline Village, 89451
County: Washoe
SBA district office: NEVADA DISTRICT OFFICE
Congressional district: 2

The lender

Columbia Bank

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

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.

Masako Maupin CPA

Folsom, CA· ~78 mi

Offices of Certified Public Accountants

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

C&C Accounting LLC

Sparks, NV· ~22 mi

Offices of Certified Public Accountants

$20K
SBA financing: ≈ $39K–$65K
Est. revenue (rough)

Laura A. Donohue

Roseville, CA· ~83 mi

Offices of Certified Public Accountants

$48K
SBA financing: ≈ $94K–$157K
Est. revenue (rough)

MSA Corporate Strategies, LLC

Roseville, CA· ~80 mi

Offices of Certified Public Accountants

$70K
SBA financing: ≈ $137K–$229K
Est. revenue (rough)

SIMMONS & ASSOCIATES, CPA INC., A PROFESSIONAL CORPORATION

Redding, CA· ~156 mi

Offices of Certified Public Accountants

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Salgado Grey CPAs, Inc.

Red Bluff, CA· ~137 mi

Offices of Certified Public Accountants

$40K
SBA financing: ≈ $78K–$131K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Financial Concierge, LLC in Incline Village, NV (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 $50K
On record FY2026
3 jobs supported
Industry: Offices of Certified Public Accountants
Location: Incline Village, NV
Lender: Columbia 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 NV for ~$50k 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/financial-concierge-llc-nv
API:: https://dealroom.so/api/public/businesses/financial-concierge-llc-nv
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 Financial Concierge, LLC 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 Financial Concierge, LLC.