Financial Design Co
How we got $497K
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Financial Design Co. is a completely virtual firm offering outsourced Fractional CFO, bookkeeping, tax planning, and HR compliance services to growing businesses. It works with companies across the nation.
From the company's website. Industry: Accounting & tax.
Customers & suppliers
Customers
- Actively Chic Fitness · named on its website
- Computer Help Services · named on its website
- United Dental · named on its website
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Financial Design Co this business | $736K | — |
| CLUNN, TYGART & COMPANY CPA'S PC Broken Arrow · 8 employees | $2.1M | 0.0 mi |
| SANDERS, BLEDSOE & HEWETT CPAS LLP Broken Arrow · 6 employees | $1.7M | 0.1 mi |
| IRON TAX ACCOUNTING & FINANCIAL SOLUTIONS Broken Arrow · 14 employees | $2.2M | 0.1 mi |
| Parakletos, Inc Broken Arrow | $736K | 0.1 mi |
| COMPREHENSIVE SOLUTIONS INC Broken Arrow · 2 employees | $430K | 0.4 mi |
| PROFESSIONAL BUSINESS SYSTEMS INC. Broken Arrow · 9 employees | $1.4M | 0.5 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 | $497K |
| Multiple for this size and industry | 2.9× |
| Value range | $144K – $829K |
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 Financial Design Co
Financial Design Co is an accounting & tax company in Broken Arrow, Oklahoma. It is owned by Stephanie Ramirez (CEO & Managing Partner). Its estimated annual revenue is about $736K, with roughly $171K of EBITDA. Its estimated business value is $497K (likely range $144K–$829K).
Common questions
- Who owns Financial Design Co?
- Financial Design Co is owned by Stephanie Ramirez (CEO & Managing Partner), according to public sources such as the company's website or filings.
- How much revenue does Financial Design Co make?
- SeeBITDA estimates Financial Design Co'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 Financial Design Co worth?
- About $497K, roughly 2.9× its estimated EBITDA of $171K, typical for a accounting & tax company its size. Likely range: $144K–$829K.