SeeBITDAOklahoma

Joe Bossert CPA & Financials Services, PC

  • 11212 N May Ave Ste 111, Oklahoma City, OK
Estimated valueMedium confidence
$417K
$219Klikely range$570K
About 2.9× its yearly profit, typical for a company this size in its industry.
Revenue
$725K
a year
Profit (EBITDA)
$144K
20% of revenue
Employees
3
reported in 2020
Owner not found yet
We haven't found the owner in public records

How we got $417K

Based on its 3 employees and its payroll, both reported for PPP in 2020 and brought up to date.

3 employees × $207K each$622K
PPP payroll ÷ payroll's usual share of revenue$650K
Shown toward the top of its range×1.14
Revenue$725K
× 20% profit margin$144K
× 2.9 sale multiple = value$417K

· Own this business? Correct these figures

What we know

PPP loan, 2020
No 401(k) filing
No reported financials
No website found
Owner not found

Estimated value over time

▲ 30% since 2020
$0$240K$479K20202026

Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
JOE BOSSERT CPA & FINANCIALS SERVICES, PC
this business
$725K$144K—
Adsac Okc
Oklahoma City
$736K$171K0.1 mi
Canna-counting Business Advisors
Oklahoma City
$736K$171K0.1 mi
ON POINT ACCOUNTING LLC
Oklahoma City · 43 employees
$8.2M$1.2M0.1 mi
H. Allen Smith, Cpa, Pc
Oklahoma City
$736K$171K0.4 mi
7M BUSINESS SOLUTIONS
Okalhoma City · 1 employees
$137K$32K0.4 mi
BILL MITTS, INC.
Oklahoma City · 3 employees
$736K$171K0.6 mi

The full calculation

Employees reported to the SBA3
Revenue from headcount (employees × revenue per employee for companies this size)$622K
Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size)$650K
Estimate: the two combined (geometric mean)$725K
EBITDA margin (industry, adjusted for size)20%
EBITDA = revenue × margin$144K

Figures are shown toward the upper part of their range rather than at its middle.

Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.

Estimated value = EBITDA × typical sale multiple$417K
Multiple for this size and industry2.9×
Value range$219K – $570K
Revenue range$477K – $826K
EBITDA range$95K – $164K
Industry (NAICS)Offices of Certified Public Accountants (541211)

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology

People & advisors

Advisors

  • BankingBancFirstPPP / SBA lender

From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.

Banking relationships

BancFirst
PPP 2020
All 7,048 borrowers →

From PPP and SBA loan records, which name the bank but not the individual banker.

PPP loans

ApprovedDrawAmountForgivenJobsLender
4/6/2020first$28K$28K3BancFirst

About Joe Bossert CPA & Financials Services, PC

Joe Bossert CPA & Financials Services, PC is an accounting & tax company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $725K, with roughly $144K of EBITDA. It has about 3 employees. Its estimated business value is $417K (likely range $219K–$570K).

Common questions

Who owns Joe Bossert CPA & Financials Services, PC?
The owner of Joe Bossert CPA & Financials Services, PC isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
How much revenue does Joe Bossert CPA & Financials Services, PC make?
SeeBITDA estimates Joe Bossert CPA & Financials Services, PC's annual revenue at about $725K (likely between $477K and $826K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Joe Bossert CPA & Financials Services, PC worth?
About $417K, roughly 2.9× its estimated EBITDA of $144K, typical for a accounting & tax company its size. Likely range: $219K–$570K.
How many employees does Joe Bossert CPA & Financials Services, PC have?
About 3, as reported on its PPP loan.