Financing a other accounting services acquisition in California

State:

The SBA 7(a) lenders funding the most other accounting services acquisitions in California, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.

Most active in other accounting services · California

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

1.1,296 loans · $1.4B · Wilmington, NCFull record →
2.575 loans · $220M · De Graff, OHFull record →
3.2,539 loans · $965M · Columbus, OHFull record →

35+ funded Other Accounting Services in California 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
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
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
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
Wealth Compass Tax & Accounting Inc. in Carlsbad, CA — $950K (2025) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9.91% variable
Term
120 mo (10 yrs)
SBA guaranteed
$713K (75%)
Approval → funding
9 days
Approved
11/13/2024
First disbursed
11/22/2024
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
$1.1M
Est. down payment (10%)
$106K
Est. cash at closing
$145K
Monthly payment
$12,507
Annual debt service
$150K
Cash flow needed (1.25×)
$188K
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
NC Business Group in Auburn, CA — $950K (2025) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9% variable
Term
120 mo (10 yrs)
SBA guaranteed
$713K (75%)
Approval → funding
16 days
Approved
2/25/2025
First disbursed
3/13/2025
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
$1.1M
Est. down payment (10%)
$106K
Est. cash at closing
$145K
Monthly payment
$12,034
Annual debt service
$144K
Cash flow needed (1.25×)
$181K
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
JDK2 LLC in Lafayette, CA — $765K (2025) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$574K (75%)
Approval → funding
28 days
Approved
5/6/2025
First disbursed
6/3/2025
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
$850K
Est. down payment (10%)
$85K
Est. cash at closing
$117K
Monthly payment
$9,795
Annual debt service
$118K
Cash flow needed (1.25×)
$147K
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
Number Nerds Inc. in San Diego, CA — $504K (2025) · purchase · Celtic Bank Corporation
Program
Preferred Lenders Program
Rate at approval
10.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$378K (75%)
Approval → funding
16 days
Approved
10/1/2024
First disbursed
10/17/2024
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
$560K
Est. down payment (10%)
$56K
Est. cash at closing
$75K
Monthly payment
$6,801
Annual debt service
$82K
Cash flow needed (1.25×)
$102K
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
Santa Ynez Valley Tax Professionals Inc in Carpinteria, CA — $500K (2025) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
8.55% variable
Term
120 mo (10 yrs)
SBA guaranteed
$375K (75%)
Approval → funding
20 days
Approved
12/27/2024
First disbursed
1/16/2025
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
$556K
Est. down payment (10%)
$56K
Est. cash at closing
$74K
Monthly payment
$6,213
Annual debt service
$75K
Cash flow needed (1.25×)
$93K
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
Starkwise Tax PC in Torrance, CA — $219K (2025) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
11.24% variable
Term
120 mo (10 yrs)
SBA guaranteed
$164K (75%)
Approval → funding
30 days
Approved
12/3/2024
First disbursed
1/2/2025
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
$243K
Est. down payment (10%)
$24K
Est. cash at closing
$33K
Monthly payment
$3,047
Annual debt service
$37K
Cash flow needed (1.25×)
$46K
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
Llum LLC in Encino, CA — $2.5M (2024) · purchase · Banner Bank
Program
Preferred Lenders Program
Rate at approval
10.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.8M (75%)
Approval → funding
66 days
Approved
7/23/2024
First disbursed
9/27/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
21
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$2.7M
Est. down payment (10%)
$273K
Est. cash at closing
$377K
Monthly payment
$32,851
Annual debt service
$394K
Cash flow needed (1.25×)
$493K
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 Banner Bank · Lender record →
Your business? Claim this record · Request removal
ACCUDATA ACCOUNTING ADVISORS in Irvine, CA — $1.6M (2024) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
10.35% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.2M (75%)
Approval → funding
54 days
Approved
10/28/2023
First disbursed
12/21/2023
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
17
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$1.7M
Est. down payment (10%)
$172K
Est. cash at closing
$237K
Monthly payment
$20,785
Annual debt service
$249K
Cash flow needed (1.25×)
$312K
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
Balancing, Inc. in Hermosa Beach, CA — $785K (2024) · purchase · Beneficial State Bank
Program
Preferred Lenders Program
Rate at approval
9.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$589K (75%)
Approval → funding
19 days
Approved
2/2/2024
First disbursed
2/21/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
7
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$872K
Est. down payment (10%)
$87K
Est. cash at closing
$120K
Monthly payment
$10,051
Annual debt service
$121K
Cash flow needed (1.25×)
$151K
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 Beneficial State Bank · Lender record →
Your business? Claim this record · Request removal
Zen Hub, Inc. in Los Angeles, CA — $478K (2024) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
10.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$359K (75%)
Approval → funding
25 days
Approved
12/8/2023
First disbursed
1/2/2024
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
$531K
Est. down payment (10%)
$53K
Est. cash at closing
$71K
Monthly payment
$6,517
Annual debt service
$78K
Cash flow needed (1.25×)
$98K
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
SOCALCLOUDCPA in San Diego, CA — $257K (2024) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
11.99% variable
Term
120 mo (10 yrs)
SBA guaranteed
$193K (75%)
Approval → funding
39 days
Approved
9/6/2024
First disbursed
10/15/2024
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
$286K
Est. down payment (10%)
$29K
Est. cash at closing
$38K
Monthly payment
$3,686
Annual debt service
$44K
Cash flow needed (1.25×)
$55K
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
Llum LLC in Encino, CA — $100K (2024) · purchase · Banner Bank
Program
SBA Express Program
Subprogram
FA$TRK (Small Loan Express)
Rate at approval
10% variable
Term
120 mo (10 yrs)
SBA guaranteed
$50K (50%)
Approval → funding
37 days
Approved
7/23/2024
First disbursed
8/29/2024
Loan status
Current
Loan type
Revolving line
Collateral
Required
Business type
Corporation
Jobs supported
21
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$111K
Est. down payment (10%)
$11K
Est. cash at closing
$14K
Monthly payment
$1,322
Annual debt service
$16K
Cash flow needed (1.25×)
$20K
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 Banner Bank · Lender record →
Your business? Claim this record · Request removal
Bohica Services LLC in Bakersfield, CA — $2.2M (2023) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
8.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.6M (75%)
Approval → funding
49 days
Approved
11/18/2022
First disbursed
1/6/2023
Loan status
Paid in full (1/31/2024)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
8
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$2.4M
Est. down payment (10%)
$244K
Est. cash at closing
$337K
Monthly payment
$27,277
Annual debt service
$327K
Cash flow needed (1.25×)
$409K
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
Online Outsourced Bookkeeping Inc in North Hollywood, CA — $585K (2023) · purchase · BMO Bank National Association
Program
Preferred Lenders Program
Rate at approval
8.75% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$439K (75%)
Approval → funding
15 days
Approved
11/21/2022
First disbursed
12/6/2022
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
11
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$650K
Est. down payment (10%)
$65K
Est. cash at closing
$87K
Monthly payment
$7,332
Annual debt service
$88K
Cash flow needed (1.25×)
$110K
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 BMO Bank National Association · Lender record →
Your business? Claim this record · Request removal
Sage Bookkeeping Solutions LLC in Santa Monica, CA — $500K (2023) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$375K (75%)
Approval → funding
17 days
Approved
4/7/2023
First disbursed
4/24/2023
Loan status
Paid in full (11/30/2023)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
17
Business age
Change of Ownership
Industry
Other Accounting Services
If you were the buyer here
Est. deal size
$556K
Est. down payment (10%)
$56K
Est. cash at closing
$74K
Monthly payment
$6,470
Annual debt service
$78K
Cash flow needed (1.25×)
$97K
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

Financing a other accounting services deal in California? Start with the right lender

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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to other accounting services businesses with a California project address.

Agent summary

How to finance a other accounting services acquisition in California with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded California deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.

$365K typical loan
11 lenders active in California
35+ funded California deals
17 days typical to fund

Buyers buying a other accounting services in California typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.

Next steps

Pre-qualify this deal Talk to a loan broker All other accounting services lenders

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:

Financing a other accounting services acquisition in California

Most active in other accounting services · California

35+ funded Other Accounting Services in California deals

Agent summary

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