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J.R. HELMS & ASSOCIATES, P.C. — SBA Loan Record (Indianapolis, IN) | DealRoom

Intelligence/Offices of Certified Public Accountants/IN

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SBA lending record

J.R. HELMS & ASSOCIATES, P.C.

7960 Zionsville Road, Indianapolis, IN 46268 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$570K

Total SBA financing

1

Loan on record

FY2021

On record

3

Jobs supported

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

Is J.R. HELMS & ASSOCIATES, P.C. 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

$570,000 — FY2021

Gross approval: $570,000
SBA guaranteed: $427,500 (75%)
Status: Current
Rate at approval: 5.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/30/2021
First disbursement: 9/30/2021
Days to fund: 0 days
Collateral: Required
Sold on secondary market: Yes
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: KeyBank National Association
Address: 7960 Zionsville Road
City: Indianapolis, 46268
County: Marion
SBA district office: INDIANA DISTRICT OFFICE
Congressional district: 5

The lender

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

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.

ACCURA ACCOUNTING, LLC

Carmel, IN· ~9 mi

Offices of Certified Public Accountants

$387K
SBA financing: ≈ $759K–$1.3M
Est. revenue (rough)

BERING CPA FIRM LLC

Indianapolis, IN· ~6 mi

Offices of Certified Public Accountants

$281K
SBA financing: ≈ $551K–$918K
Est. revenue (rough)

Thomas & Reed, LLC

Indianapolis, IN· ~11 mi

Offices of Certified Public Accountants

$1.0M
SBA financing: ≈ $2.0M–$3.3M
Est. revenue (rough)

Lebanon Tax & Accounting, Inc.

Lebanon, IN· ~14 mi

Offices of Certified Public Accountants

$483K
SBA financing: ≈ $947K–$1.6M
Est. revenue (rough)

BETHSAIDA CONSULTING GROUP LLC

Indianapolis, IN· ~17 mi

Offices of Certified Public Accountants

$300K
SBA financing: ≈ $588K–$980K
Est. revenue (rough)

ETG LLC

Carmel, IN· ~9 mi

Offices of Certified Public Accountants

$1.3M
SBA financing: ≈ $2.6M–$4.4M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for J.R. HELMS & ASSOCIATES, P.C. in Indianapolis, IN (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 $570K
On record FY2021
3 jobs supported
Industry: Offices of Certified Public Accountants
Location: Indianapolis, IN
Lender: KeyBank 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 IN for ~$570k 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/j-r-helms-associates-p-c-in
API:: https://dealroom.so/api/public/businesses/j-r-helms-associates-p-c-in
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 J.R. HELMS & ASSOCIATES, P.C. 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 J.R. HELMS & ASSOCIATES, P.C..