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SOR-100071 · Business Intelligence Profile

Copper Canyon CPA Group

Medford, OR · NAICS 541211 Offices of Certified Public Accountants

Revenue
$9.76M
Employees
71
Entity type
LLC
Years in business
45
Sorren office
Medford, OR
Advisor
Laura Patel
EIN
**-***6355
High confidence · 93% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 5 prior years
Compared against147 businessesNAICS 541211 — Offices of Certified Public AccountantsORRevenue $4.9M–$15.6M35–100 employees

Outlier flags

11 for review

Debt / EBITDA

ReviewBottom 25%
Client
0.57
Peer median
0.34
Peer 25th–75th
0.28 – 0.45
Off median
+66%

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

Profit / Employee

ReviewBottom 25%
Client
$13K
Peer median
$34K
Peer 25th–75th
$25K – $43K
Off median
-63%

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

Net Margin

ReviewBottom 25%
Client
9.3%
Peer median
18.6%
Peer 25th–75th
13.8% – 22.8%
Off median
-50%

Net Margin sits below the peer median and is worth a professional review before the client conversation.

EBITDA Margin

ReviewBottom 25%
Client
13.2%
Peer median
25.5%
Peer 25th–75th
19.0% – 30.6%
Off median
-48%

EBITDA Margin sits below the peer median and is worth a professional review before the client conversation.

Revenue / Employee

ReviewBottom 25%
Client
$137K
Peer median
$195K
Peer 25th–75th
$156K – $229K
Off median
-29%

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

Payroll % Revenue

ReviewBottom 25%
Client
62.9%
Peer median
51.4%
Peer 25th–75th
46.7% – 57.8%
Off median
+22%

Total labor cost absorbs more revenue than peers; staffing model and mix are worth reviewing.

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
0.8%above median
Company
7.9%
Peer median
7.8%
Top quartile
11.2%
Gross Margin
at median
Company
94.0%
Peer median
94.1%
Top quartile
94.8%
EBITDA Margin
48.2%below median
Company
13.2%
Peer median
25.5%
Top quartile
30.6%
Net Margin
50.1%below median
Company
9.3%
Peer median
18.6%
Top quartile
22.8%
Revenue / Employee
29.3%below median
Company
$137K
Peer median
$195K
Top quartile
$229K
Payroll % Revenue
22.4%above median
Company
62.9%
Peer median
51.4%
Top quartile
46.7%
Current Ratio
0.9%below median
Company
6.55
Peer median
6.61
Top quartile
7.61
Effective Tax Rate
3.1%above median
Company
20.2%
Peer median
19.6%
Top quartile
18.8%

Benchmark scorecard

Growth
50th
Profitability
20th
Labor Efficiency
33rd
Operating Efficiency
28th
Liquidity
59th
Leverage
37th
Tax Efficiency
68th
Asset Efficiency
26th

Financial opportunity map

$6.62M
Revenue$4.05M
Operating Expenses$1.13M
Labor$1.13M
Capital Structure$290K
Working Capital$22K
Gross Margin$7K

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