Sample clients

All 50 clients

A fictional book of business across boutique CPA verticals.

Client

Industry

Entity

Monthly rev.

NK
Northwind KitchenFlag
Casual Dining · $142,000/mo
Casual Dining
S-Corp
$142,000
BC
Bramble Cafe
Coffee Shop · $38,000/mo
Coffee Shop
LLC
$38,000
AP
Atlas Pizzeria
Quick Service · $92,000/mo
Quick Service
S-Corp
$92,000
FT
Foundry Tap House
Brewpub · $178,000/mo
Brewpub
LLC
$178,000
S&
Sage & Honey Bakery
Bakery · $24,000/mo
Bakery
Sole Prop
$24,000
RB
Riverbend BBQ
Casual Dining · $156,000/mo
Casual Dining
S-Corp
$156,000
Q&
Quill & Crumb
Bistro · $88,000/mo
Bistro
LLC
$88,000
GJ
Glacier Juice Bar
Juice / Smoothie · $19,500/mo
Juice / Smoothie
LLC
$19,500
TT
Tributary Tavern
Pub · $121,000/mo
Pub
S-Corp
$121,000
CH
Cedar Hill Catering
Catering · $67,000/mo
Catering
LLC
$67,000
MN
Mosaic Noodle Bar
Casual Dining · $104,000/mo
Casual Dining
S-Corp
$104,000
L&
Lantern & Ladle
Fine Dining · $215,000/mo
Fine Dining
LLC
$215,000
BS
Bowline Seafood Co
Seafood · $134,000/mo
Seafood
S-Corp
$134,000
H&
Hearth & Halo Pizzas
Quick Service · $71,000/mo
Quick Service
LLC
$71,000
VW
Vesper Wine Bar
Wine Bar · $58,000/mo
Wine Bar
LLC
$58,000
QC
Quartz Cleaning Co
Cleaning · $31,000/mo
Cleaning
LLC
$31,000
HH
Harbor HVACFlag
HVAC · $112,000/mo
HVAC
S-Corp
$112,000
BP
Beacon Plumbing
Plumbing · $86,000/mo
Plumbing
S-Corp
$86,000
CD
Compass Detailing
Auto Detailing · $22,000/mo
Auto Detailing
LLC
$22,000
TL
Tidewater Landscaping
Landscaping · $73,000/mo
Landscaping
S-Corp
$73,000
MP
Mainspring Pest Control
Pest Control · $45,000/mo
Pest Control
LLC
$45,000
PE
Polaris Electricians
Electrical · $128,000/mo
Electrical
S-Corp
$128,000
DM
Driftwood Movers
Moving · $54,000/mo
Moving
LLC
$54,000
AP
Aperture Photography Studio
Photography · $12,500/mo
Photography
Sole Prop
$12,500
LW
Lattice Web Studio
Web Design · $28,000/mo
Web Design
LLC
$28,000
HS
Halcyon Spa
Day Spa · $49,000/mo
Day Spa
LLC
$49,000
KL
Kestrel Locksmiths
Locksmith · $18,000/mo
Locksmith
LLC
$18,000
WH
Westwind Holdings
Residential Rental · $41,000/mo
Residential Rental
LLC
$41,000
BP
Brickyard Partners
Commercial Lease · $132,000/mo
Commercial Lease
Partnership
$132,000
DP
Driftless Property Co
Mixed-use Lease · $58,000/mo
Mixed-use Lease
LLC
$58,000
AR
Aurora Rentals LLC
Short-Term Rental · $32,000/mo
Short-Term Rental
LLC
$32,000
TR
Thornbridge Realty Group
Brokerage · $96,000/mo
Brokerage
S-Corp
$96,000
ME
Maplecrest Estates
Residential Rental · $27,500/mo
Residential Rental
LLC
$27,500
SP
Sundial Property Mgmt
Property Management · $68,000/mo
Property Management
LLC
$68,000
HB
Heron Bay Lofts LLC
Residential Rental · $38,500/mo
Residential Rental
LLC
$38,500
CP
Cobblestone Partners
Commercial Lease · $84,000/mo
Commercial Lease
Partnership
$84,000
LP
Linden Park Holdings
Residential Rental · $51,000/mo
Residential Rental
LLC
$51,000
VF
Verdant Family MedicineFlag
Medical Practice · $184,000/mo
Medical Practice
S-Corp
$184,000
GD
Glassford Dental
Dental Practice · $92,000/mo
Dental Practice
S-Corp
$92,000
CL
Carrington Law Group
Law Firm · $215,000/mo
Law Firm
Partnership
$215,000
JV
Junction Veterinary Clinic
Veterinary · $78,000/mo
Veterinary
S-Corp
$78,000
LO
Lighthouse Optometry
Optometry · $56,000/mo
Optometry
LLC
$56,000
TC
Truepoint Counseling
Therapy Practice · $34,000/mo
Therapy Practice
LLC
$34,000
FP
Foxglove Pediatric Dental
Dental Practice · $108,000/mo
Dental Practice
S-Corp
$108,000
AC
Anchorline Chiropractic
Chiropractic · $41,000/mo
Chiropractic
LLC
$41,000
HD
Hollow Drum Records
Indie Music Label · $14,500/mo
Indie Music Label
LLC
$14,500
EO
Ember Outdoor Gear
E-commerce / Retail · $62,000/mo
E-commerce / Retail
LLC
$62,000
HB
Highwater Brewing Supply
Wholesale · $87,000/mo
Wholesale
S-Corp
$87,000
TB
Talisman Books & Press
Independent Publishing · $19,000/mo
Independent Publishing
LLC
$19,000
SA
Stonefield Apiary
Specialty Agriculture · $8,500/mo
Specialty Agriculture
LLC
$8,500

Showing 50 of 50 fictional clients.

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