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SOR-100044 · Business Intelligence Profile

Bramble Financial Group

Ashland, OR · NAICS 541211 Offices of Certified Public Accountants

Revenue
$7.34M
Employees
28
Entity type
Sole Proprietorship
Years in business
2
Sorren office
Medford, OR
Advisor
Laura Patel
EIN
**-***6806
Limited confidence · 63% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 2 prior years
Compared against149 businessesNAICS 541211 — Offices of Certified Public AccountantsORRevenue $3.7M–$11.7M14–40 employees

Outlier flags

5 for review

Revenue Growth

ReviewBottom 25%
Client
0.8%
Peer median
6.7%
Peer 25th–75th
3.2% – 11.2%
Off median
-88%

Revenue Growth sits below the peer median and is worth a professional review before the client conversation.

Payroll / Employee

ReviewBottom 25%
Client
$119K
Peer median
$95K
Peer 25th–75th
$77K – $109K
Off median
+26%

Payroll / Employee sits above the peer median and is worth a professional review before the client conversation.

Cash % Assets

ReviewBottom 25%
Client
20.4%
Peer median
24.2%
Peer 25th–75th
22.0% – 27.7%
Off median
-16%

Cash % Assets sits below the peer median and is worth a professional review before the client conversation.

Asset Turnover

ReviewBottom 25%
Client
2.68
Peer median
2.83
Peer 25th–75th
2.69 – 3.02
Off median
-5%

Asset Turnover sits below the peer median and is worth a professional review before the client conversation.

Inventory Turns

ReviewBottom 25%
Client
0.00
Peer median
0.00
Peer 25th–75th
0.00 – 0.00
Off median
0%

Inventory Turns sits above the peer median and is worth a professional review before the client conversation.

Revenue / Employee

StrengthTop 25%
Client
$262K
Peer median
$206K
Peer 25th–75th
$176K – $239K
Off median
+27%

Revenue / Employee sits above the peer median and is worth a professional review before the client conversation.

Flags are internal professional-review signals based on medians and quartiles, not automated recommendations or tax advice. Differences from the peer median are Benchmark Variance.

Performance against peer benchmark

Tax year 2026
Revenue Growth
87.9%below median
Company
0.8%
Peer median
6.7%
Top quartile
11.2%
Gross Margin
0.8%above median
Company
94.9%
Peer median
94.1%
Top quartile
94.7%
EBITDA Margin
0.6%below median
Company
23.6%
Peer median
23.7%
Top quartile
30.6%
Net Margin
0.3%below median
Company
17.2%
Peer median
17.2%
Top quartile
23.4%
Revenue / Employee
27.2%above median
Company
$262K
Peer median
$206K
Top quartile
$239K
Payroll % Revenue
0.8%above median
Company
53.3%
Peer median
52.9%
Top quartile
45.8%
Current Ratio
5.9%below median
Company
6.29
Peer median
6.69
Top quartile
7.55
Effective Tax Rate
2.8%above median
Company
20.0%
Peer median
19.5%
Top quartile
18.9%

Benchmark scorecard

Growth
13th
Profitability
61st
Labor Efficiency
61st
Operating Efficiency
55th
Liquidity
40th
Leverage
50th
Tax Efficiency
55th
Asset Efficiency
46th

Financial opportunity map

$246K
Working Capital$109K
Operating Expenses$84K
Labor$30K
Capital Structure$17K
Tax$5K

Benchmark variance only — the mathematical difference between current performance and the selected peer median. Not a projection of guaranteed savings.