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SOR-100046 · Business Intelligence Profile

Kestrel CPA Group

Medford, OR · NAICS 541211 Offices of Certified Public Accountants

Revenue
$10.85M
Employees
44
Entity type
Partnership
Years in business
18
Sorren office
Medford, OR
Advisor
Michael Barlow
EIN
**-***7060
Moderate confidence · 81% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 4 prior years
Compared against179 businessesNAICS 541211 — Offices of Certified Public AccountantsORRevenue $5.4M–$17.4M22–62 employees

Outlier flags

5 for review

Owner Compensation % Revenue

ReviewBottom 25%
Client
9.6%
Peer median
11.9%
Peer 25th–75th
10.6% – 13.2%
Off median
-19%

Officer compensation sits well below the peer median — reasonable-compensation support should be reviewed with the tax team.

COGS % Revenue

ReviewBottom 25%
Client
6.8%
Peer median
5.9%
Peer 25th–75th
5.2% – 6.5%
Off median
+15%

Direct costs consume more revenue than peers; pricing and supplier terms are worth reviewing.

Asset Turnover

ReviewBottom 25%
Client
2.48
Peer median
2.82
Peer 25th–75th
2.67 – 3.02
Off median
-12%

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

Gross Margin

ReviewBottom 25%
Client
93.2%
Peer median
94.1%
Peer 25th–75th
93.5% – 94.8%
Off median
-1%

Gross Margin 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.

Working Capital

StrengthTop 25%
Client
$2.83M
Peer median
$1.59M
Peer 25th–75th
$1.31M – $2.04M
Off median
+78%

Working Capital 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
16.4%below median
Company
5.9%
Peer median
7.0%
Top quartile
11.1%
Gross Margin
1.0%below median
Company
93.2%
Peer median
94.1%
Top quartile
94.8%
EBITDA Margin
27.6%above median
Company
31.0%
Peer median
24.3%
Top quartile
30.7%
Net Margin
29.4%above median
Company
23.4%
Peer median
18.1%
Top quartile
23.1%
Revenue / Employee
15.0%above median
Company
$247K
Peer median
$214K
Top quartile
$245K
Payroll % Revenue
17.9%below median
Company
42.7%
Peer median
52.1%
Top quartile
46.1%
Current Ratio
40.5%above median
Company
9.21
Peer median
6.55
Top quartile
7.54
Effective Tax Rate
3.9%above median
Company
20.3%
Peer median
19.6%
Top quartile
18.8%

Benchmark scorecard

Growth
43rd
Profitability
57th
Labor Efficiency
81st
Operating Efficiency
51st
Liquidity
95th
Leverage
97th
Tax Efficiency
41st
Asset Efficiency
34th

Financial opportunity map

$350K
Tax$251K
Gross Margin$99K

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