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Quarry Hill Accounting Partners

Grants Pass, OR · NAICS 541211 Offices of Certified Public Accountants

Tax year 2026
Prepared by Michael Barlow
Medford, OR office
Section 1

Executive Summary

Quarry Hill Accounting Partners generated $5,320,000 of revenue in 2026 with 23 employees, producing an EBITDA margin of 25.1% against a peer median of 24.5%. Compared with 138 similar businesses, performance is strongest in growth and warrants examination in asset efficiency. Total benchmark variance across all categories is $30K.

Section 2

Company Snapshot

Revenue
$5.32M
Employees
23
Entity type
Partnership
Years in business
3
Gross margin
94.8%
EBITDA margin
25.1%
Net margin
18.7%
Effective tax rate
20.2%
Section 3

Peer Group Definition

138 businessesNAICS 541211 — Offices of Certified Public AccountantsORRevenue $2.7M–$8.5M11–33 employeesTax year 2026

Comparison sample size 138; NAICS 541211; revenue range $2.70M$8.50M; geographic filter OR. Data availability for this client: 69% coverage across tax return, financial statements, payroll and employee records.

Section 4

Financial Performance

Line item (% revenue)CompanyPeer medianTop 25%
Revenue100.0%100.0%100.0%
Cost of Goods Sold5.2%5.9%5.3%
Gross Profit94.8%94.1%94.7%
Payroll44.5%45.0%39.6%
Benefits7.8%6.7%5.9%
Occupancy5.3%6.1%5.3%
Marketing2.3%2.2%2.4%
Insurance1.2%1.2%1.1%
Professional Fees2.3%1.9%1.7%
Administrative & Other5.6%5.0%4.4%
EBITDA25.1%24.5%32.6%
Depreciation1.2%1.2%1.1%
Interest0.5%0.6%0.5%
Net Income18.7%18.1%24.4%
Section 5

Profitability and Operational Efficiency

Growth
92nd
Profitability
62nd
Labor Efficiency
60th
Operating Efficiency
68th
Liquidity
89th
Leverage
77th
Tax Efficiency
54th
Asset Efficiency
36th
Section 6

Balance Sheet

Current Ratio
8.77
median 6.76
Quick Ratio
8.77
median 6.76
Debt / EBITDA
0.29
median 0.36
Debt / Equity
0.26
median 0.38
Days Sales Outstanding
58.79
median 56.41
Asset Turnover
2.62
median 2.87
Section 7

Tax Overview

Federal tax
$196,321
State tax
$55,373
Effective rate
20.2%
Section 179
$34,648
Owner compensation
$625,872
Owner distributions
$559,319
Retirement
$113,321
Capital expenditures
$80,746
Section 8

Industry Trends

YearRevenueGrowthGrossEBITDAPayroll %
2022$4.13M+10.9%94.6%27.1%50.1%
2023$4.38M+6.1%94.6%27.3%49.8%
2024$4.41M+0.7%94.7%26.3%51.0%
2025$4.66M+5.6%94.9%25.0%52.4%
2026$5.32M+14.1%94.8%25.1%52.3%
Section 9

Opportunities for Discussion

  • Payroll Efficiency. Total labor cost represents 52.3% of revenue against a peer median of 52.0%. Is the staffing model carrying capacity for growth, or absorbing margin?Benchmark variance $14K
  • Operating Expense Load. Operating expenses run 69.7% of revenue versus a peer median of 69.6%. Which expense categories account for the difference?Benchmark variance $9K
  • Owner Compensation Structure. Owner compensation represents 11.8% of revenue compared with a 11.9% median for comparable entities. Should compensation strategy be reviewed with the tax team?Benchmark variance $7K
  • Leverage Profile. Debt to EBITDA of 0.29x compares with a peer median of 0.36x. Does the capital structure match the asset base and cash cycle?
  • Gross Margin Variance. Gross margin of 94.8% compares with a peer median of 94.1%. Where are direct costs and pricing diverging from comparable businesses?
  • Revenue per Employee. Revenue per employee of $231K compares with a peer median of $208K. Is productivity constrained by capacity, mix, or pricing?
  • Working Capital Position. Current ratio of 8.77 compares with an industry median of 6.76. How much liquidity headroom does the business need through its cycle?
Section 10

Advisor Notes

Section 11

Methodology

Sorren Benchmark aggregates anonymized financial, tax, payroll and operational data across 60,000 businesses. Peer statistics report count, mean, median, 10th, 25th, 75th and 90th percentiles and standard deviation. Comparisons use normalized ratios rather than raw dollars. Statistics are released only where a cohort contains at least 10 businesses, and individual peer companies are never displayed. Benchmark variance expresses the mathematical difference between this company and its peer median; it is not a projection of savings, nor tax or investment advice.