Strategic Financial Services, PC
How we got $496K
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Strategic Financial Services, P.C. is a financial concierge firm in Tulsa, Oklahoma offering accounting, tax, wealth and family financial services. Its page content focuses on multi-generational families and business owners.
From the company's website. Industry: Accounting & tax.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Strategic Financial Services, PC this business | $736K | — |
| Steve M. Rutherford, Cpa, Pc Tulsa | $736K | 0.0 mi |
| THE FULL PLATE LLC Tulsa · 1 employees | $141K | 0.2 mi |
| ELFRINK ASSOCIATES, PLLC Tulsa · 5 employees | $539K | 0.4 mi |
| CCK STRATEGIES PLLC Tulsa · 103 employees | $28.4M | 0.7 mi |
| STINNET & ASSOCIATES Tulsa · 97 employees | $25.2M | 0.7 mi |
| AMC ACCOUNTING L.L.C. Tulsa · 1 employees | $235K | 0.8 mi |
The full calculation
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 | $496K |
| Multiple for this size and industry | 2.9× |
| Value range | $144K – $828K |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Accounting, Tax Preparation, Bookkeeping, and Payroll Services businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (23%). Treat these as a rough guide.
| Revenue range | $267K – $1.0M |
| EBITDA range | $62K – $238K |
| Industry (NAICS) | Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412) |
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. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Strategic Financial Services, PC
Strategic Financial Services, PC is an accounting & tax company in Tulsa, Oklahoma, in business since 2024. It is owned by Steve M. Rutherford (Chief Executive Officer). Its estimated annual revenue is about $736K, with roughly $171K of EBITDA. Its estimated business value is $496K (likely range $144K–$828K).
Common questions
- Who owns Strategic Financial Services, PC?
- Strategic Financial Services, PC is owned by Steve M. Rutherford (Chief Executive Officer), according to public sources such as the company's website or filings.
- How much revenue does Strategic Financial Services, PC make?
- SeeBITDA estimates Strategic Financial Services, PC's annual revenue at about $736K (likely between $267K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Strategic Financial Services, PC worth?
- About $496K, roughly 2.9× its estimated EBITDA of $171K, typical for a accounting & tax company its size. Likely range: $144K–$828K.
- When was Strategic Financial Services, PC founded?
- Strategic Financial Services, PC has been in business since 2024.