Shockley Bookkeeping & Tax Services Inc
How we got $529K
Based on its 7 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Signs of a sale Unlikely to sell soon
- In business 19 years (since 2007)
From public records and the company's website, not a statement that it's for sale.
What they do
Shockley Bookkeeping & Tax Services provides bookkeeping, payroll, and tax services for small businesses in Broken Arrow and the surrounding areas. It also prepares personal and business tax returns for individuals and small business owners.
From the company's website. Industry: Accounting & tax.
Customers & suppliers
Suppliers & brands
- QuickBooks · brand it sells or installs
Estimated value over time
▲ 21% since 2020Today'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
| Business | Est. revenue | Distance |
|---|---|---|
| SHOCKLEY BOOKKEEPING & TAX SERVICES INC this business | $919K | — |
| COPE CONSULTING & ACCOUNTING SERVICES, LLC Broken Arrow | $461K | 0.3 mi |
| Profit Bookkeeping LLC Broken Arrow | $736K | 0.6 mi |
| Billen & Associates Broken Arrow | $736K | 0.8 mi |
| McLean Consultants Broken Arrow | $736K | 0.9 mi |
| PROFESSIONAL BUSINESS SYSTEMS INC. Broken Arrow · 9 employees | $1.4M | 1.0 mi |
| WILSON'S TAX & ACCOUNTING, INC. Broken Arrow · 1 employees | $264K | 1.0 mi |
The full calculation
| Employees reported to the SBA | 7 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $922K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $705K |
| Estimate: the two combined (geometric mean) | $919K |
| EBITDA margin (industry, adjusted for size) | 20% |
| EBITDA = revenue × margin | $182K |
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 | $529K |
| Multiple for this size and industry | 2.9× |
| Value range | $278K – $723K |
| Revenue range | $605K – $1.0M |
| EBITDA range | $120K – $208K |
| Industry (NAICS) | Other Accounting Services (541219) |
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
“Carri began Shockley Bookeeping in 2007 to help support her family on a part time basis out of her home so she could still be at home with their first child.”
Leadership
- SBSue BertrandAccount Manager · Company website · source
- ABAmber BlackAccount Manager · Company website · source
Advisors
- BankingVast Bank, National AssociationPPP / 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
| Vast Bank, National Association PPP 2020 | All 359 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/15/2020 | first | $37K | 7 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Shockley Bookkeeping & Tax Services Inc
Shockley Bookkeeping & Tax Services Inc is an accounting & tax company in Broken Arrow, Oklahoma, in business since 2007. It is owned by Carri Shockley (Founder). Its estimated annual revenue is about $919K, with roughly $182K of EBITDA. It has about 7 employees. Its estimated business value is $529K (likely range $278K–$723K).
Common questions
- Who owns Shockley Bookkeeping & Tax Services Inc?
- Shockley Bookkeeping & Tax Services Inc is owned by Carri Shockley (Founder), according to public sources such as the company's website or filings.
- How much revenue does Shockley Bookkeeping & Tax Services Inc make?
- SeeBITDA estimates Shockley Bookkeeping & Tax Services Inc's annual revenue at about $919K (likely between $605K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Shockley Bookkeeping & Tax Services Inc worth?
- About $529K, roughly 2.9× its estimated EBITDA of $182K, typical for a accounting & tax company its size. Likely range: $278K–$723K.
- How many employees does Shockley Bookkeeping & Tax Services Inc have?
- About 7, as reported on its PPP loan.
- When was Shockley Bookkeeping & Tax Services Inc founded?
- Shockley Bookkeeping & Tax Services Inc has been in business since 2007.